Bring your power of attorney documents into branch
Once the power of attorney document is drawn up and correctly signed, you'll need to tell us so that we can give the attorney/s access to the relevant accounts.
Making an appointment to visit us in branch means we can give you the support you need, and discuss your requirements in private. It should take around 30 minutes. Please call your nearest branch to arrange a date. Find your nearest branch using our branch finder.
The donor doesn't need to be present at the branch appointment, but at least one of the attorneys does. They must bring:
- The original or a certified copy of the general power of attorney document - a copy may be certified by the donor themselves (they must have mental capacity at the time of certifying), or by a solicitor, a notary public, or a stockbroker
- A list of accounts to be managed
- The Office of the Public Guardian certificate of registration (for lasting power of attorney only)
- Information about any restrictions the account holder may want.
The attorney(s) must confirm their identity by providing proof of both name and address and provide either:
You can't use the same document to prove both your name and address.
Each attorney will be required to attend their local branch with their ID before they are able to transact on the account.