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The third party must have the required identification which proves their identity and current residential address.If you already have a third party mandate on your account, please state whether you would like the new third party to be added or the existing mandate to be removed and replaced.Please ensure that the form is completed correctly to avoid a delay in processing your third party mandate.

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You can download and print a copy of this by clicking here You and the other third party/parties should visit any one of our three branches and complete a Third Party Mandate form. How do I authorise a third party mandate? In branch: Responsibility: As you have authorised a third party mandate on your account, you are responsible for the actions and decisions that are carried out. However, any party on the account can act without the other parties being present unless stated otherwise. Multiple third parties: If you have nominated more than one party to have access to your account, you can set different levels of access for each third party if you wish for this to happen. You can restrict what type of access the third party has on your account this is explained on our ‘Third Party Matrix Table’. Should you proceed to open a new account which is not stated on this initial mandate, you will need to submit another third party mandate form at that point. Restrictions: A third party mandate will only give that party access to the account(s) that are nominated. Mental Capacity: You must have mental capacity when you authorise a third party mandate on your account(s). You will find the different levels of third party mandate explained in our ‘Third Party Matrix Table’ below What do I need to know? Please note, before deciding if a third party mandate is right for you, you may wish to consider seeking legal advice. For example, if you are housebound because of an injury or you have moved away to university and are not local to our branches for a long period of time. Could a third party mandate be right for me?Ī third party mandate can be useful if you need help managing your account(s) or because you do not have access to them. The different levels of a third party mandate are explained in the attached Third Party Matrix to help allow you to decide what type of access you want this third party to have on your account(s). A third party mandate is a written instruction from you telling the Society that you would like another party ‘third party’ to carry out any day-to-day transactions on your account(s).