Useful forms

£0-3m turnover

  • 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

  • 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

    If you have Internet Banking access:

    1. Login to Business Internet Banking
    2. Click on the ‘Admin’ tab
    3. Choose ‘Manage access to accounts’ under ‘User access settings.’
    4. Select the changes you wish to make

    Not registered for Internet Banking access:

    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 Resolution.

    For Companies, Limited Liability Partnership’s and Club, Charity and Society accounts 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 Resolution using the guidance provided in the PDF
    4. Collect the required signatures
    5. Post the completed form to:

      Bank of Scotland,
      Business Banking,
      PO Box 1984,
      Andover,
      SP10 9GZ

    For Public Limited Companies and Private Limited Companies:
    Companies template

    For Limited Liability Partnerships and Limited Partnerships:
    Limited Liability Partnership’s template

    For Club, Charity and Societies:
    Club, Charity and Societies' template

  • Use this form to apply for a Business Debit Card. To apply for a Business Debit 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:

    Bank of Scotland,
    Business Banking,
    PO Box 1984,
    Andover,
    SP10 9GZ.

    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

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

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

    Bank of Scotland,
    Business Banking,
    PO Box 1984,
    Andover,
    SP10 9GZ.

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

    Download form

  • 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
  • Use this form to request a change to your address, telephone number and email address for your Business Banking account(s).

    Open formInteractive PDF, opens new tab

    If you are using Google Chrome please right click ‘Open form’, then ‘Save link as…’ and save the form on your desktop. If you are still having trouble opening the form, click herepdf troubleshooting support for more troubleshooting support.

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

    Bank of Scotland,
    Business Banking,
    PO Box 1984,
    Andover,
    SP10 9GZ.

  • We may need to send a code to your mobile number to check it's you when making online purchases and payments.

    To make sure we have the right telephone numbers for you simply fill in, print and send us the form.

    Update my phone numbersupdate telephone numbers form

    For information about how we process personal information, please see www.bankofscotland.co.uk/businessprivacyto Bank of Scotland privacy

     

  • 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:

    Bank of Scotland,
    Business Banking,
    PO Box 1984,
    Andover,
    SP10 9GZ.

    Download form

    Unable to collect all signatures for Limited Companies, Limited Liability Partnership’s and Club, Charity and Society account Closures?

    If you’re unable to collect the full power signatures required to authorise your account closure you will need to complete a Resolution to support the closure request. Please use the relevant template below and copy the contents into a word processing document. Ensure you follow the guidelines in the template. Attach the document to your completed Account Closure form and post the completed documents to the address above.

    For Public Limited Companies and Private Limited Companies:
    Companies Template

    For Limited Liability Partnerships and Limited Partnerships:
    Limited Liability Partnerships’ Template

    For Club, Charity and Societies:
    Club, Charity and Societies’ Template

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

    Lloyds Banking Group
    MPC
    2 Bankhead Crossway North
    Sighthill
    Edinburgh
    EH11 4DT

    Download form

  • 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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