Get Bank Details Form

Filling out the Bank Details Form accurately is essential for notifying Curtis Banks Ltd about changes to your nominated bank details. This guide will walk you through the process step-by-step to ensure you complete the form correctly and efficiently.

Follow the steps to complete the Bank Details Form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the name of the scheme in the designated field. Make sure this matches the account details you are updating.
3. Next, provide your full name as it appears in your account records. This ensures that your identity is verified.
4. Enter your plan number in the specified field. This number is essential for identifying your account.
5. In the section for new bank account details, start by entering the name of your bank or building society.
6. Then, fill in the address of your bank including the postcode. This information is necessary for reference.
7. Input the account holder name(s) as they are registered on the bank account to ensure payments are directed correctly.
8. Provide your account number in the respective field. This number is critical for processing transactions.
9. If applicable, complete the roll number for building society accounts. This information is important for identification purposes.
10. Enter the sort code of your bank account. This six-digit code is essential to define your bank.
11. Review the notes provided at the bottom of the form, recognizing the implications of changing bank details, such as any associated fees for overseas accounts.
12. At the end of the form, ensure you check the box confirming your nomination of the new bank details as shown above. This indicates your understanding and agreement with the change.
13. Sign and date the form to validate your request.
14. Once completed, return the form to either the Bristol or Dundee offices of Curtis Banks Ltd for processing.

Complete your documents online today for a smoother banking experience.