IHTM09382 - Obtaining mandates: form of mandate for banks and building societies


(NAME IN PRINT) ......................................................................................

(ADDRESS) .................................................................................................

........................................................................................................................

.......................................................................................................................


To ...................................................................................... (NAME OF BANK etc)

As [personal representative of *deceased][trustee of the *settlement], I hereby authorise you through any of your Branch Managers to give # or any other authorised officer of HMRC such information or documents as he/she may request concerning [the deceased’s][the trustees’] bank accounts and financial affairs and any transactions or business whatsoever [the deceased][the trustees have] had with your [Bank][Building Society] at any time.


(Signed) ..............................................................................

(Date) ...............................................................................

* Insert the name of the deceased or settlement

# Insert your name