Get Third Party Mandate - Rbs

Filling out the Third Party Mandate - RBS online is a crucial step for allowing another person to manage your account. This guide provides clear, step-by-step instructions to help you complete the form efficiently and accurately.

Follow the steps to fill out the form correctly.

1. Press the 'Get Form' button to access the Third Party Mandate - RBS form and open it in the editor.
2. Begin by entering your full names in Section 1 as the account holders authorizing the third party.
3. Proceed to Section 2 to provide the main account details including account name, holding branch, account number, and sort code.
4. If there are additional accounts, list them in the same section by specifying their account numbers and sort codes.
5. In Section 3, indicate whether the third party is an existing RBS customer by selecting 'Yes' or 'No', then fill out their personal details as required.
6. Complete the personal details section for the third party, including their name, gender, contact information, and memorable word options.
7. In Section 3.1, provide regulatory information such as country of residence, nationality, date of birth, and tax details.
8. Move to Section 4 to indicate if you would like a debit/ATM card or cheque book issued to the third party, specifying account numbers if necessary.
9. Review the Terms and Conditions in Section 5 and confirm your understanding before proceeding.
10. In Section 8, have the third party sign to confirm they agree to be added to the specified accounts.
11. Lastly, account holders should complete Section 9 by signing to confirm that instructions from the third party will be accepted.
12. Once all sections are completed, save your changes, then download, print, or share the form as needed.

Complete your Third Party Mandate - RBS online today to streamline account management.