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.
If you download and send in any form that contains personal information, please ensure you and any other applicants you send personal information on behalf of, have read our Privacy Policy and any documents detailed below.
- Savings Terms and Conditions
- Privacy Policy
- Your Information/Proving your Identity
- Savings Tariff of Charges
- Basic Information About the Protection of Your Eligible Deposits
To apply for a savings account (except web accounts which can only be opened online) via the post. If you are opening a children's account on a trust basis, the trustee application form below needs to be completed
Self Certification Declaration
To use in conjunction with the application form
If you are opening a children's account on a trustee basis, this form needs to be completed along with the savings application form above
To learn more about the differences between opening a children's account on a signatory or trustee basis, view our FAQs here
ISA Forms
To transfer your existing Principality Cash ISA to an alternative Principality Cash ISA
To transfer your Cash ISA from another provider to a Principality Cash ISA
To apply for a cash ISA (except Web 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 Shares ISA from another provider to a Principality Cash ISA
Moving Money
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
This form is required to be completed by Attorney(s) upon registration
Bereavement
Information guide to provide you with information when losing someone close to you
This form is required as we need to know who we’re writing to and who is entitled to the information
Bereavement 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
Instant Access (Ex ISA) Account Terms and Product Summary Information
Product information regarding an account which may be opened following the death of an ISA account holder.
Other Useful Forms
To notify us that your passbook has been lost
To notify us that your passbook has been stolen
MORTGAGES
Mortgage Forms
To give Principality Building Society permission to collect funds from your bank or building society account for payment of your mortgage
