Rate for Life - Branch Application

Opening your 'Rate for Life - Branch' Account

Opening your account couldn’t be simpler. Make sure you’ve had a good look through all of the legal stuff (we call these terms & conditions), and then just follow these simple steps:

• First of all, you'll need to print out the application form.       

          Rate for Life Branch Account - Application Form

• Fill in the form with all of your details.
• Decide what amount you’d like to start your account with.
• Write a cheque for this amount.
• Get together your different forms of ID (see ‘identification requirements’ below).
• Find a branch near you, and call in and see us.

Some things we need to tell you:

Cheques
You’ll need to make your cheque out to the investor(s) named on the application form. And we need to let you know that we can’t accept post-dated cheques.

Identification Requirements
So that we comply with the Anti-Money Laundering regulations, we’ll have to check the identity of all the account holders. To do this, we require at least 2 forms of identification that verify your identity and address.

The main forms of acceptable ID are:

• Current Benefits Agency book.
• Current Full Driving Licence (old style).
• Current Photocard Driving Licence.
• Current Driving Licence counterpart (new style).
• Current valid UK Passport.
• Current valid non-UK Passport.
• Personal cheque drawn on UK Bank / Building Society Account.
• Current Debit / Credit card.
• Known employer ID card with photograph.
• Bank / Building Society / Credit Union Statement.
• Utility Bill.
• Council Tax Bill.

For full product details, please look at the Rate for Life brochure. This will tell you everything you need to know.