Get Third Party Authorisation Form - Halifax

Filling out the Third Party Authorisation Form for Halifax is an important step in granting another individual access to manage your account. This guide provides clear, step-by-step instructions to assist you in completing this form online with confidence.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to retrieve the form and open it for editing.
2. In the first section, fill in your Halifax Share Dealing account code and personal reference number. Ensure this information is accurate for proper identification.
3. Provide the sole first account holder’s personal details in BLOCK CAPITALS. This includes your title, full name, contact numbers, email address, date of birth, complete address, and nationality.
4. If applicable, fill in the additional account holder’s details, including full names for anyone beyond the first holder. Include up to three additional account holders if necessary.
5. In this section, select the authority level you wish to grant the third party. Choose either 'enquiry only' or 'dealing and enquiry authority,' making sure to tick only one box.
6. Enter the authority holder’s details, including their full name, date of birth, current address, post town, county, postcode, and a password, which they will need when contacting Halifax.
7. Finally, ensure that all account holders sign and date the declaration to validate the authorization. Remember that the authority is effective only when received by Halifax Share Dealing Limited.
8. Once you have completed the form, save changes, download, print, or share it as needed.

Complete your documents online today and ensure your authorization is processed smoothly.