Get Account Holding Branch

Completing the Account Holding Branch form online is an essential step for setting up a standing order with your bank. This guide will provide you with clear instructions to navigate the form efficiently, ensuring that all necessary details are accurately recorded.

Follow the steps to complete the Account Holding Branch form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the account details. Provide the account name, account number, the account holding branch, and the corresponding sort code. Ensure accuracy in this section, as it identifies the source of the funds.
3. Next, include the payee details. Enter the name of the person or organization receiving the payment. If a payment reference is known, add it in the designated field, as this will help identify the transaction on their bank statement.
4. Add the sort code and account number of the payee. Make sure to verify the sort code as it needs to be accurate to direct the funds correctly. The account number should be eight digits; if it consists of fewer digits, include zeros at the front.
5. Specify the payment frequency. Indicate how often the payments will be made by selecting from the options provided, such as weekly, bi-weekly, or monthly.
6. Enter the amount details. Provide the date and amount of the first payment, ensuring to allow three working days for receipt. Additionally, if the ongoing payments differ from the first payment, indicate that information.
7. Finally, complete the confirmation section. Ensure all customer signatures and dates are accurately entered to validate the form.
8. Once you have filled out the form, review it for any errors, and then proceed to save your changes, download, print, or share the form as required.

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