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DOWNLOADABLE FORMS

Useful documents you can download.

If you are looking for a form or document that doesn’t appear in this list, please call us on
0845 045 0006 and we will be happy to send you one.

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Internal ISA Transfer

To transfer/merge your existing Instant Access Principality Cash ISA to an alternative Instant Access Principality Cash ISA.

Cash ISA Transfer Form

To transfer your Cash ISA from another provider to a Principality Cash ISA

R85 Tax Exemption

To register your tax exemption, if you are not a UK taxpayer and want to receive your interest without tax being deducted

Savings Standing Order

To instruct your bank or building society to send a regular payment to your Principality savings account

e-Savings Direct Debit Mandate

To give Principality Building Society permission to collect funds from your bank or building society account when you instruct us, via your e-Saver or e-ISA

Mortgage Direct Debit Mandate

To give Principality Building Society permission to collect funds from your bank or building society account for payment of your mortgage

Savings Application

To apply for a savings account (except e-Saver which can only be opened online) via the post

Cash ISA Application

To apply for a cash ISA (except e-ISA which can only be opened online) via the post

Cash ISA break in subscription form

Use this form if you wish to pay into your existing Principality ISA but haven’t paid into your account in the last tax year (2011/12)

Lost Passbook

To notify us that your passbook has been lost

Stolen Passbook

To notify us that your passbook has been stolen

Child Introduction Form 

To use in conjunction with an application form when opening an account for someone under the age of 16

 

To help us maintain our service and security standards, telephone calls may be monitored or recorded. Your personal details may be used by Principality Building Society to contact you about your application.

Principality Building Society is authorised and regulated by the Financial Services Authority (Authorisation No. 155998). Principality Building Society, Principality Buildings, Queen Street, Cardiff, CF10 1UA.