How to manage a bank or building society account for someone else.
PDF, 238KB, 12 pages
This file may not be suitable for users of assistive technology. Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email firstname.lastname@example.org. Please tell us what format you need. It will help us if you say what assistive technology you use.
This leaflet, co-authored by the Office of the Public Guardian and British banking bodies, includes guidance on:
- your powers as a deputy or attorney managing a bank account for someone else, who may or may not have mental capacity
- documents that deputies and attorneys need to show banks and other financial institutions to manage an account for someone else
- how to manage a joint account when one of the account holders no longer has mental capacity
This guidance applies to England and Wales. There is a separate leaflet for Scotland.
Published: 29 January 2016