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Power attorney submission form online 2026
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- Click ‘Get Form’ to open the Power of Attorney Submission Form in our editor.
- Begin by entering the Donor’s Account Details. Fill in the Donor’s Full Name, Sort Code, and Account Number for each account listed.
- Specify how the Attorney(s) are appointed by selecting from options such as Sole, Jointly/Together, or Jointly & Severally/Independently.
- Provide details for each Attorney. Include their Title, First Name, Middle Name(s), Surname, Date of Birth, Address, Nationality, and Employment Status.
- Indicate the access options required by the Attorney for the Donor’s accounts. Choose Yes or No for Telephone Banking, Debit Card, and Online Banking with PIN Sentry.
- Each Attorney must sign and date their section at the end of the form to validate their appointment.
- Complete the Declaration of Capacity Status by confirming whether the Donor is mentally capable of managing their financial affairs and ensure all Attorneys sign accordingly.
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Nov 14, 2025 Securely upload Form 2848, Power of Attorney and Declaration of Representative and Form 8821, Tax Information Authorization.
This power of attorney authorizes another person (your agent) to make decisions concerning your property for you (the principal). Your agent will be able toRead more