Get Add A New Party To An Account - Personalrbscouk

This guide provides clear and supportive instructions on how to fill out the Add A New Party To An Account form online. Whether you are a current customer or adding a new party to your account for the first time, this step-by-step guide will help you navigate the process with confidence.

Follow the steps to successfully complete your form.

1. Press the ‘Get Form’ button to access the Add A New Party To An Account form and open it for editing.
2. In Section 1, provide details about the main account you are adding the new party to. Enter the account name, account holding branch, account number, and sort code. If there are additional accounts to which the new party is being added, list their account numbers and sort codes as well.
3. In Section 2, indicate if the new party is an existing Royal Bank of Scotland customer. If they respond ‘Yes,’ include their account number and sort code. If ‘No,’ complete the personal details including gender, title, first name, middle name(s), surname, and any other known names like an alias.
4. Fill out the permanent residential address of the new party. If they are living temporarily in the UK, include the temporary address as well. Verify if the new party is a homeowner, renting, or living with parents. Document the date of entry to this address.
5. If applicable, provide the previous address if the new party has lived at their current address for less than three years. Complete the information accordingly.
6. Proceed to include the relationship status, country of residence, nationality, and list any other nationalities or citizenships, along with the date and place of birth.
7. In Section 3, include additional contact details for the new party, such as home, work, and mobile numbers, as well as their email address and a memorable word.
8. Indicate if the new party would like a book and/or card on any of the specified accounts in Section 4.
9. Review the information regarding credit reference and fraud prevention agencies in Sections 5 and 6. Understand how your data will be managed.
10. Fill out the consent and declaration sections in Section 10 and Section 11, ensuring all existing and new parties to the account sign where indicated. Verify the dates for each signature.
11. Finally, review the completed form for accuracy, save your changes, and consider downloading or printing a copy for your records. Share the form as needed.

Complete your forms online today to manage your accounts efficiently.