Get Application For Banker's Confirmation

Completing the Application For Banker's Confirmation online is a straightforward process that requires careful attention to detail. This guide offers step-by-step instructions to help you navigate each section of the form efficiently.

Follow the steps to complete the application accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out Part 1 of the form, which requires your personal banking details. Use block capitals and a black ballpoint pen. Input the name and address of your current banker, followed by the postal/zip code and today's date.
3. Next, provide your personal information including your title (e.g., Mr, Ms, Dr), full name, date of birth, and residential address. Don’t forget to include your account number from your present bank.
4. In the client consent section, clearly authorize Barclays Private Clients International Limited to request your banking details and confirm that they can debit the costs associated with this inquiry from your account. Ensure you sign and date the form.
5. Once you have completed Part 1, the form should be submitted to your Relationship Manager or a Barclays Wealth International Banking Centre. Do not send it to your current banker.
6. After submission, Part 2 will be completed by your banker, who will verify your identity and provide the necessary information regarding your banking relationship. They will also advise on your suitability for a banking account.
7. Finally, ensure that your banker returns the completed form to Barclays Wealth within seven days. Keep a copy of the form for your records.

Start filling out the Application For Banker's Confirmation online today!