Downloadable Forms

If you are looking for a form or document that doesn't appear in this list, please call us on 0330 333 4000 and we will be happy to send you one.

SAVINGS

Applying for an account

Savings Application

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

Self Certification Declaration

To use in conjunction with the application form

Child Introduction Form

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

ISA Forms

Internal ISA Transfer

To transfer your existing Principality Cash ISA to an alternative Principality Cash ISA

Cash ISA Transfer Form

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

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

Stocks and Shares ISA to Principality Cash ISA Transfer Form

To transfer your Stocks and Share ISA from another provider to a Principality Cash ISA

Moving Money

Savings Standing Order

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

Power of Attorney

Registering Power of Attorney Guide

A guide to provide you with information when dealing with someone else’s financial affairs

Power of Attorney Declaration

This form is required to be completed by Attorney(s) upon registration

Bereavement

Death and Bereavement

Information guide to provide you with information when losing someone close to you

Bereavement registration

This form is required as we need to know who we’re writing to and who is entitled to the information

Request to close accounts

This form is required to close the accounts

Bereavement withdrawal request

This form is required if withdrawals are required to deal with the estate

Other Useful forms

Lost Passbook

To notify us that your passbook has been lost

Stolen Passbook 

To notify us that your passbook has been stolen

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

MORTGAGES

Mortgage Forms

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

Mortgage Tariff of charges