Please click on the areas below to locate the form you're looking for.
Savings related forms
Applying for an account.
- Savings Terms and Conditions
- 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're opening a children's account on a trust basis, the trustee application form below needs to be completed.
To use in conjunction with the application form.
If you're opening a children's account on a trustee basis, this form needs to be completed along with the savings application form above.
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.
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.
To transfer your Stocks and Shares ISA from another provider to a Principality Cash ISA.
To instruct your bank or building society to send a regular payment to your Principality savings account.
Member support forms
Power of Attorney
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.
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.
This form is required to close the accounts.
This form is required if withdrawals are required to deal with the estate.
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.
If you're looking for a form or document that doesn't appear in this list, please call us on 0330 333 4000 and we'll be happy to send you one.