COURT OF PROTECTION

How do I open an online savings account with Court of Protection?

You'll need to complete the  online application process with the Beneficial Owner’s details. After you submit the application we'll request an Order which bears the seal of the court.

Please note
We may need to ask you for an Order which bears the seal of the court.
Your nearest Yorkshire Building Society branch can take a copy of the sealed Order and send it to us on your behalf. We don't accept photocopies or certified copies which have been produced outside of the Society.

 We may need to see ID for the Beneficial Owner.

Each Deputy being registered will need to complete a Power of Attorney / Court Appointee form and provide requested ID.

Proof of identity

If you’re applying at a Yorkshire Building Society branch or agency, we’ll need to see one proof of name document and one proof of address document and these must be the original documents.

If applying by post, we'll need to see a third ID document. This can be either a proof of name or a proof of address document. Originals or copies are accepted. 

If you’re posting documents which have a photo or signature, please only send copies. You shouldn't send valuable documents through the post.  Your local Yorkshire Building Society branch or agency can take copies of your documents and send them to us on your behalf, free of charge. 

All original documents will be returned to you as soon as possible

Proof of name and identity

•  Current signed passport (UK or foreign)
•  Current EU or UK photo card driving licence (full/provisional) or full UK driving licence (old style)
•  Current residence permit issued by the Home Office to EU National
•  Current EU member state ID card
•  Current British armed forces ID card
•  HMRC (Inland Revenue) coding/assessment /statement/tax credit letter (which must state your National Insurance number), issued in the last 12 months (Not a P45 or P60)
•  Letter from Department for Works and Pension (DWP), Pension Service, Job Centre Plus or local authority confirming right to benefits issued in the last 12 months
•  Current signed employer’s photo ID card
•  Current UK firearms certificate
•  Current Foreign National ID card
•  Current UK disabled person’s blue badge

Proof of address

•  HMRC (Inland Revenue) coding/assessment/statement/tax credit letter (which must state your National Insurance number) issued in the last 12 months (Not a P45 or P60)
•  Letter from UK bank/building society issued in the last 3 months and confirming full details for an active account
•  Letter from commanding officer or military unit issued in the last 3 months and confirming residency in service quarters
•  Letter from UK college/university issued in the last 3 months and confirming in-house residency and dates
•  Letter from UK employer issued in the last 3 months and confirming residency in hospital accommodation (medical doctors only)
•  Correspondence from local authority over tenancy/local authority tenancy agreement, issued in the last 12 months
•  Current EU or UK (full/provisional) photo card driving licence or full UK driving licence (old style)
•  UK Credit Union statement issued in the last 3 months
•  UK utility bill/prepayment agreement issued in the last 3 months showing current address (Not mobile phone bill)
•  UK bank/building society statement issued in the last 12 months and showing current address
•  UK Credit card statement issued in the last 3 months and showing current address
•  UK Mortgage statement issued in the last 12 months (most recent) from a recognised lender
•  Letter from Department for Works and Pension (DWP), Pension Service, Job Centre Plus or local authority confirming right to benefits issued in the last 12 months
•  Current post office re-direction letter
•  Council Tax bill issued in the last 12 months
•  Letter from solicitor issued in the last 3 months and confirming house purchase
•  Letter from HMRC (Inland Revenue) issued in the last 3 months confirming National Insurance number which must include name and address

Please note:
If the Donor has recently moved into a care home, we can accept ID showing their previous address, as long as it matches the address on the Power of Attorney.
We can accept ID for the Donor which shows the address of the Attorney, as long as it is made clear that it's for the Donor. 
 

Certifying the Power of Attorney document

The donor can confirm the document, as long they’re still able to make their own decisions.

If the donor has lost mental capacity, they cannot certify the document.
In these cases, we accept copies that have been certified by a bank/building society employee, solicitor, accountant, commissioner for oaths or an independent financial adviser.
There may be a charge to certify the documents for you - please check first.

Please note - we can't accept documents which have been certified by a family member or a named attorney.

When the donor is certifying the document

The below information must be provided on the first page of all documents if it is a certified copy:

•  The words “certified true copy”, written or stamped
•  Full name, date and signature of the donor
•  The statement “I certify that pages 1- [insert total number] are a certified true copy“ (where the document has multiple pages)
•  All pages must be signed by the person certifying your documents

When a professional is certifying the document

The following information must be provided on the first page of all documents if it is a certified copy:

•  The words “certified true copy”, written or stamped
•  Full name, date and signature by the person who is certifying them
•  Their profession
•  Their business or practice name, address and telephone number
•  Their FCA number (financial advisors only)
•  The statement "I certify that pages 1- [insert total number of pages] are a certified true copy“ (where the document has multiple pages)
•  All subsequent pages must also be signed by the person certifying your documents. 

If any of these details are missing, we may not be able to accept the document.