Opening a savings account under a power of attorney

Opening an account

To open a new account using a power of attorney, we'll need the following:

• Completed application form for the savings account you're applying for.
• Power of attorney application form.
  You can find this in our forms library.
• Either the original power of attorney document, certified copy, or access code.
  Certified copies must have the solicitor’s signature, name, firm and address clearly legible on every page.
  If the power of attorney is an enduring or lasting power of attorney, this must be a property and affairs power of attorney. (We don't allow health and wellbeing power of attorney documents to be registered on savings accounts).
• ID documents for the donor and the attorney.
  If either the attorney or donor aren't a West Brom customer, we'll attempt to verify their identity electronically. But if we can't electronically identify anyone who will be connected to the account, we'll write and request documents to confirm their identity instead.
  For more of the types of ID needed, read our important information on ID leaflet.

Opening ISAs under a power of attorney

There are HM Revenue and Customs (HMRC) rules around who can open an ISA using a power of attorney.

Please check the table below to ensure that the correct person opens the ISA.

*Dependent upon any restrictions within the LPA and provided that it is broad enough to cover the opening of an ISA.

How to send us your application

There are two ways you can send us your completed application.