Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the charity or business name at the top of the form. This is essential for identifying the account to be amended.
3. Provide the charity or company registration number in the designated field. Ensure that this information is accurate to prevent any processing delays.
4. Input the current account number associated with the charity or business account. This helps to ensure that the correct account is being amended.
5. Select the type of amendment: account holders, correspondence address, or interest payments. Mark the relevant selection box clearly with a '3'.
6. In Section 2, detail any changes to account holders or persons with significant control. Use the prescribed format for each individual, including title, forename(s), surname, address, and other required information.
7. For each account holder being amended, indicate whether you wish to add, remove, or amend their details. If any account holder is being removed, skip the fields for nationality and date of birth.
8. Complete Section 3 if you are changing the correspondence name or address. Fill in the title, forename(s), surname, and new address details.
9. If you want to amend how your interest is paid, go to Section 4 and enter the new account number and sort code where your interest should be deposited.
10. Review all the information entered to ensure accuracy and completeness. It is important to verify that all necessary sections are filled out correctly.
11. Once all sections are completed, save your changes, and utilize options to download, print, or share the amended form as needed.

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