• Useful forms

    £1-25m turnover

  • Amend a standing order or direct debit
  • Amend signatory access to your account (including Board Resolution)
  • Apply for a Business Debit Card
  • Apply for a Keycard
  • Change Internet Banking access for an existing user
  • Change your address and contact details
  • Close an account
  • Request a Financial Reference
  • Set up a new standing order

Amend a standing order or direct debit

  • You can amend a standing order or direct debit instantly by logging into Business Internet Banking.

    Log in and set up

    If you haven’t registered for Business Internet Banking, you can do so now by clicking here.

    If you are not interested in registering for Business Internet Banking, you can use this form to amend your existing payments to companies or other people.

    Once completed, print the form, collect the required signatures and post it to:

    Halifax,
    PO Box 548,
    Leeds,
    LS1 1WU.

    Download form

Amend signatory access to your account (including Board Resolution)

  • You can complete our online Mandate Variation request form to request various changes including who can operate your accounts.

    Update your mailing address - Change the address where all correspondence relating to your account is sent.

    Change your payment task instructions - Tell us how many signatories are needed for payment tasks such as cheque authorisation and in-branch payments as well as updating how many signatories are needed to authorise non-payment activities such as account changes.

    Add or remove individuals and signatories - Add individuals to your bank mandate as either Full Power signatory(s), Limited Power signatory(s) or as non-signatory(s). You can also remove signatories and non-signatories from your bank mandate.

    Choose the authorising powers of existing signatories - Amend the powers of existing signatories, including upgrading an individual to a Full Power signatory, downgrading a Full Power signatory to a Limited Power signatory or changing an individual to a non-signatory.

    Amend existing users Online for Business access - Upgrade the access level and change their status to define what accounts they have access to. You can also de-register and remove users form Online for Business.

    Please note: this form will be blocked on a mobile phone to ensure our customers can clearly read all the information. You can use a laptop, desktop or tablet with an up to date browser.

    How to change your mandate level on your business account

    1. Open a Mandate Variation request
    2. Generate and download the PDF form
    3. Print the form and collect the required signatures
    4. Return the form to the address stated on the form

    Unable to collect all the signatures?

    If you’re unable to collect the two full power signatures required to authorise your Mandate Variation request you will need to complete a Board Resolution.

    For Companies and Limited Liability Partnership’s complete the following steps, using the relevant template below:

    1. Download the relevant PDF template below
    2. Copy the PDF contents into a word processing document
    3. Complete the Board Resolution using the guidance provided in the PDF
    4. Collect the required signatures
    5. Post the completed form to your named Relationship Manager.
    Companies template For Public Limited Companies and Private Limited Companies
    Limited Liability Partnership’s template   For Limited Liability Partnerships and Limited Partnerships.

    For unincorporated associations (E.g. Clubs, Charities and Societies) please contact your named Relationship Manager.

Apply for a Business Debit Card

  • Use this form to apply for a Business Debit Card. Once completed, print the form, collect the required signatures and post it to your named Relationship Manager.

    Applications are subject to further eligibility checks. If these eligibility requirements are not met then you will be issued with a Keycard® Card in place of a Business Debit Card.

    You can expect to receive your Business Debit Card within ten days of our receipt of your application.

    To find out more about Business Debit Cards, click here.

    Download form

Apply for a Keycard

  • Use this form to apply for a Business Keycard Card. To apply for a Business Keycard Card you’ll need to have a Business Current Account with us.

    Once completed, print the form, collect the required signatures and post it to your named Relationship Manager.

    You can expect to receive your Business Keycard Card within ten days of our receipt of your application

    Download form

Change Internet Banking access for an existing user

  • You can complete our online Mandate Variation request form to request various changes including who can operate your accounts.

    Update your mailing address - Change the address where all correspondence relating to your account is sent.

    Change your payment task instructions - Tell us how many signatories are needed for payment tasks such as cheque authorisation and in-branch payments as well as updating how many signatories are needed to authorise non-payment activities such as account changes.

    Add or remove individuals and signatories - Add individuals to your bank mandate as either Full Power signatory(s), Limited Power signatory(s) or as non-signatory(s). You can also remove signatories and non-signatories from your bank mandate.

    Choose the authorising powers of existing signatories - Amend the powers of existing signatories, including upgrading an individual to a Full Power signatory, downgrading a Full Power signatory to a Limited Power signatory or changing an individual to a non-signatory.

    Amend existing users Online for Business access - Upgrade the access level and change their status to define what accounts they have access to. You can also de-register and remove users form Online for Business.

    Please note: this form will be blocked on a mobile phone to ensure our customers can clearly read all the information. You can use a laptop, desktop or tablet with an up to date browser.

    How to change your mandate level on your business account

    1. Open a Mandate Variation request
    2. Generate and download the PDF form
    3. Print the form and collect the required signatures
    4. Return the form to the address stated on the form

Change your address and contact details

  • Use this form to request a change to your address, telephone number and email address for your Business Banking account(s). Business customers may also use this form to change their personal address, telephone number and email address as well.

    Once completed, print the form, collect the required signatures and post it to:

    Lloyds Banking Group,
    SME (CBOps),
    2 Bankhead Crossway North,
    Sighthill North,
    Edinburgh,
    EH11 4DT

    Download form

Close an account

  • Use this form to request the closure of your Business Banking account(s). The closing balance can be paid by cheque or credited to a new/existing bank account via internal account transfer, CHAPS, or International Money Transfer, Closing/transferring charges may apply, these are explained in the form.

    This form cannot be used to transfer your account.

    Once completed, print the form, collect the required signatures and post it to your named Relationship Manager.

    Download form

Request a Financial Reference

  • Once completed, print the form, collect the required signatures and post it to:

    Lloyds Banking Group

    3rd Floor

    Citymark

    Edinburgh

    EH39PE

    Download form

Set up a new standing order

  • You can set up a standing order instantly by logging into Business Internet Banking.

    Log in and set up

    If you haven’t registered for Business Internet Banking, you can do so now by clicking here.

    If you are not interested in registering for Business Internet Banking, you can use this form to set up payments to companies or other people, or transfers between your Bank of Scotland accounts on a regular basis. If you are paying a bill please make sure you enter the reference and name as shown on your bill.

    Once completed, print the form, collect the required signatures and post it to:

    Halifax,
    PO Box 548,
    Leeds,
    LS1 1WU.

    Download form

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    0345 300 1319

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