Downloadable forms

Applying for an account.

If you download and send in any form that contains personal information, please ensure you and any other applicants you send personal information on behalf of, have read our Privacy Policy and any documents detailed below.

• Savings Terms and Conditions
• Privacy Policy
• Your Information/Proving your Identity
• Savings Tariff of Charges
• Basic Information About the Protection of Your Eligible Deposits

Savings Application Form

To apply for a savings account (except web accounts which can only be opened online) via the post.

If you're opening a children's account on a trust basis, the trustee application form below needs to be completed.

Self Certification Declaration

To use in conjunction with the application form.

Trustee Application

If you're opening a children's account on a trustee basis, this form needs to be completed along with the savings application form above. 

ISA Forms

Internal ISA Transfer

To transfer your existing Principality Cash ISA to an alternative Principality Cash ISA.

Cash ISA Transfer Form

To transfer your Cash ISA from another provider to a Principality Cash ISA.

Cash ISA Application

To apply for a cash ISA (except Web ISA which can only be opened online) via the post.

Cash ISA Break In Subscription Form

Use this form if you wish to pay into your existing Principality ISA but haven’t paid into your account in the last tax year.

Stocks and Shares ISA to Principality Cash ISA Transfer Form

To transfer your Stocks and Shares ISA from another provider to a Principality Cash ISA.

Moving Money

Savings Standing Order Form

To instruct your bank or building society to send a regular payment to your Principality savings account.

Mortgage Direct Debit Mandate

To give Principality Building Society permission to collect funds from your bank or building society account for payment of your mortgage.

Mortgage Tariff of charges 

Power of Attorney

Registering Power of Attorney Guide

A guide to provide you with information when dealing with someone else’s financial affairs.

Power of Attorney Declaration

This form is required to be completed by Attorney(s) upon registration.

Bereavement

Death and Bereavement Guide

Information guide to provide you with information when losing someone close to you.

Bereavement Registration Form

This form is required as we need to know who we’re writing to and who is entitled to the information.

Bereavement Request to Close Accounts

This form is required to close the accounts.

Bereavement Withdrawal Request

This form is required if withdrawals are required to deal with the estate.

Instant Access (Ex ISA) Account Terms and Product Summary Information

Product information regarding an account which may be opened following the death of an ISA account holder.

Other Useful Forms

Lost Passbook

To notify us that your passbook has been lost.

Stolen Passbook 

To notify us that your passbook has been stolen.