Document centre

Important information:

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

• Use our Savings Application Form to apply for a savings account through the post. Please note web accounts can only be opened online. 

• If you are opening an account for a child on a trust basis, you should also complete a Trustee Application form.

• Complete a Self Certification Declaration along with your savings application form.

• To transfer your existing Principality Cash ISA to an alternative Principality Cash ISA: Principality ISA Transfer Form
• To transfer your Cash ISA from another provider to a Principality Cash ISA: Cash ISA Transfer Form
• To apply for a cash ISA (except Web ISA which can only be opened online) via the post: Cash ISA Application
• To pay into your existing Principality ISA (if you haven’t paid into your account in the last tax year): Cash ISA Break In Subscription Form 
• To transfer your Stocks and Shares ISA from another provider to a Principality Cash ISA: Stocks and Shares ISA to Principality Cash ISA Transfer Form

• To instruct your bank or building society to send a regular payment to your Principality savings account: Savings Standing Order Form

If your account is no longer on sale, you’ll need to check our information for our offsale accounts. 

• Offsale fixed rate accounts information
• Offsale variable rate accounts information

• To give Principality Building Society permission to collect funds from your bank or building society account for payment of your mortgage: Mortgage Direct Debit Mandate

• Mortgage Tariff of Charges

• Your Mortgage Guide

• Mortgage Terms and Conditions

• A guide to provide you with information when dealing with someone else’s financial affairs: Registering Power of Attorney Guide

• This form is required to be completed by Attorney(s) upon registration: Power of Attorney Declaration

• What to do when you lose someone close to you: Death and Bereavement Guide
• Let us know someone has passed away by registering their death with us: Bereavement Registration Form
• Close the Principality account(s) of someone who has passed away: Bereavement Request to Close Accounts
• Request a withdrawal from the account of someone who has passed away: Bereavement Withdrawal Request

• Product information about an account which we may transfer funds to after the death of an ISA account holder: Instant Access (Ex ISA) Account Terms and Product Summary Information

Additional Permitted Subscription (APS)

• For an APS transfer from a Principality ISA of someone who has passed away to the surviving spouse or civil partner’s Principality ISA: Internal APS Application and Transfer Form
• For an APS transfer from another provider’s ISA of someone who has passed away to the surviving spouse or civil partner’s Principality ISA: APS Application and Transfer to Principality Form

• If you’ve lost your passbook: Lost Passbook
• If your passbook has been stolen: Stolen Passbook