What is a third party mandate?

If the account holder only needs limited help to manage their passbook savings account, usually for a short period of time, then a Nationwide-specific third party mandate may be suitable. You can also get a copy of the form from your nearest branch.

This third party mandate only applies to Nationwide passbook savings accounts, however customers who are being supported by our Specialist Support Team may be able to arrange for third party access across a range of their Nationwide accounts. Please visit our Specialist Support page for more information.

When might a third party mandate be used?

A third party mandate might be used if:

  • limited access to a passbook savings account is needed, usually for a short period of time
  • access is needed to a passbook savings account while a power of attorney is being set up
  • the account holder is going on holiday, or travelling with work, usually for a short period of time (less than six months).

Setting up a third party mandate

Fill out third party mandate form

Print a copy of the third party mandate form, or collect one from your local branch. Find your nearest branch using our branch finder.

Complete the third party mandate form, making sure that both you (the account holder) and the named third party have signed it.

Bring the documents into branch

The account holder doesn't need to be present, as long as they've signed the form, but the third party does. It may be best to make an appointment. The third party should bring:

  • The third party mandate form signed by the account holder and third party
  • The savings passbook
  • ID for the third party to prove name and address.

The third party 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. 

Our branch staff will check the form and the ID whilst the third party is in the branch, and set up the third party mandate arrangement within a few days.

Using the third party mandate

When the third party comes to branch to make a transaction, they must bring the passbook and their ID to prove both name and address every time.

Alongside the transaction limitations, there are safeguarding procedures in place to help protect the account. This means there may be occasions where we check transactions, eg if there are more than 3 transactions on the account in a week, we may phone the account holder to confirm the activity.

Both the account holder and third party have access to manage the account in the same way, except the third party can’t write a cheque to themselves, nor close the account.

What the third party can do on the account holder's behalf

  • Withdraw cash and cheques up to a set limit.
  • Make a bank transfer up to a set limit.

When will the third party mandate end?

The third party mandate ends if:

  • the account holder or third party cancels it
  • the account holder or third party loses their ability to make decisions
  • the account holder or third party dies.

How much does it cost?

We don't charge to register a third party mandate on a savings passbook account with us.

Find out more

Contact us

Visit us in branch

If you need to speak to a member of staff, pop into any branch. Use our branch finder to find your nearest location.

Contact us

Give us a call

Power of Attorney Helpdesk
0800 464 30 18
(Mon to Fri: 9am - 5pm; Sat: 9am - 12pm).