Register a third party
To register a third party on your account, you’ll first need to call our Customer Service team. Our team will take you through the process, send you any forms we need you to complete and let you know what other documents you need to send us.
Documents you need to send us
Once you contact us about the third party access request, you’ll need to send us documentation so we can verify the request.
You (the account holder):
To set up third party access, we need the following from the account holder:
- A cover letter detailing your third party access request, including your account number or application reference number so we can identify the account.
- Your completed ‘Authority to Discuss’ form (for third party authority only. Not required for Power Attorney, Court of Protection, Appointeeship or Guardianship).
Third party
To set up third party access, we need the following documents from the third party.Legal documents to confirm your third party authority and that your legal authorisation to access someone’s account (see below)
- Power of Attorney: A copy of the power of attorney document
- Court of Protection: A copy of the Court of Protection Order
- Appointeeship Order: Form BF57 from the Department of Work and Pensions (DWP)
- Guardianship Order: A copy of the Guardianship Order (missing persons order)
Where to send your documents
Once you have all the required documents, you’ll need to mail or email these to us. If you are setting up third party authority using a ‘Authorise to discuss’ form, you must mail this to us.
Post
“Freepost ZEMPLER BANK” (note: no other address details or stamp is required)
Email
(Not applicable for third party authority set up)
Please remember to include a quick covering letter that includes the account holder’s Application Reference Number (this was confirmed to you by email after you applied) or account number. If you don’t have these details, you can contact us. Our team can also provide this information over the phone once you complete our standard security checks.
What happens next
Once we receive everything we need, we’ll aim to set up the third party access within 10 working days. If we need anything else from you, we’ll get in touch by email or phone.