Account Form Template UK

The Account Form Template UK is provided in multiple formats, including PDF, Word, and Google Docs, featuring samples that are both editable and printable.

Open – Template

Online – Template

Sample

Account Form Template UK

Editable – Printable

PDF – 1 PDF – 2

Account Form Template UK

1. Account Holder Information


2. Contact Information

3. Account Details

4. Account Features

5. Documentation Required

6. Terms and Conditions

7. Privacy and Data Protection

8. Signature Confirmation

9. Declaration and Agreement


PDF

WORD

Examples

Account Form Template UK (1)
Account Holder Information:
[Full Name of Account Holder]
[Date of Birth]
[Address]
[Phone Number]
[Email Address]
Account Type:
Select Account Type: [Savings Account / Current Account / Joint Account / Business Account]
Account Details:
Account Number: [Account Number]
Sort Code: [Sort Code]
Initial Deposit:
The Account Holder agrees to deposit an initial amount of [Initial Deposit Amount] upon opening the account.
Monthly Fee:
The account will incur a monthly fee of [Monthly Fee]. This fee will be deducted from the account balance.
Overdraft Policy:
The account allows an overdraft of up to [Overdraft Limit]. Interest rates will be applicable on any overdrawn amounts.
Joint Account Holder (if applicable):
[Full Name of Joint Account Holder]
[Date of Birth of Joint Account Holder]
[Email Address of Joint Account Holder]
Authorized Signatories:
The following persons are authorized to operate this account: [List of Signatories].
Signature Date:
Signed in [City], on [Date].
Sincerely,
[Signature of Account Holder]
[Full Name of Account Holder]
[Signature of Joint Account Holder (if applicable)]
[Full Name of Joint Account Holder]
Account Form Template UK (2)
Account Holder Information:
[Full Name of Account Holder]
[Date of Birth]
[Address]
[Phone Number]
[Email Address]
Account Type:
Select Account Type: [Savings Account / Current Account / Joint Account / Business Account]
Account Details:
Account Number: [Account Number]
Sort Code: [Sort Code]
Initial Contribution:
The Account Holder will make an initial contribution of [Initial Contribution Amount] at the time of account opening.
Service Charges:
A service charge of [Service Charge Amount] will apply monthly for account maintenance.
Overdraft Facilities:
An overdraft facility of [Overdraft Amount] is available upon application, subject to approval.
Additional Account Holder:
[Full Name of Additional Holder]
[Date of Birth of Additional Holder]
[Email Address of Additional Holder]
Authorized Signatories:
The following individuals are authorized to manage this account: [List of Authorized Signatories].
Signed on:
[Date] in [City].
Sincerely,
[Signature of Account Holder]
[Full Name of Account Holder]
[Signature of Additional Account Holder (if applicable)]
[Full Name of Additional Account Holder]

Printable

PDF – 1 PDF – 2

Account Form Template UK