Get Change Of Account Signatories Voluntary Organisations

Filling out the Change Of Account Signatories form for voluntary organisations is essential for managing account access. This guide provides clear, step-by-step instructions to help you complete the form accurately, ensuring your organisation's banking information is up to date.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the Change Of Account Signatories Voluntary Organisations form and open it in your preferred online editor.
2. Begin by entering the organisation name. Ensure this is the full legal name as registered.
3. If applicable, add the organisation trading name, which may differ from the legal name. This will help to clarify any potential discrepancies.
4. List all account numbers needing amendments along with their branch sort codes in the provided fields, making sure you include each account that requires a change.
5. Select the business type from the list provided (e.g., voluntary organisation, charity), and briefly describe the organisation's activities.
6. Fill out the organisation's address details, including both trading and registered addresses if they differ.
7. Identify a key contact person within the organisation for communications regarding the account and provide their contact details.
8. Complete the financial details section with information such as date of establishment, expected annual turnover, and methods for receiving and making payments.
9. In the declaration section, list resolutions made by the organisation regarding the changes. Be sure that required signatures from officials are obtained in this section.
10. For each signatory being removed, provide their details and signatures in the removal section, including any necessary documentation for absent signatories.
11. New signatories must provide personal details, including address history and consent for background checks. Ensure signatures are included where required.
12. Finally, review the entire form for clarity and completeness before saving changes. You can choose to download, print, or share the form as needed.

Complete your Change Of Account Signatories Voluntary Organisations form online today to manage your organisation's banking needs efficiently.