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- Introduction
- What is a Bank
- What is a Bank Account
- Why do I need a Bank Account
- How Do I Choose a Bank Account
- How Do I Open a Bank Account
- How Do I Get The Most From My Bank Account
- Other Things The Bank Might Offer
- Bank Cards
- Bank Machines
- PIN
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Making Money Easier
The Easy Picture Guide to Banking
Completing a form
The customer adviser will use the things you tell them to fill in a form. This may be done on a computer and then printed out.
The customer adviser will ask you to look at what is on the form to check that it is OK. Always read what has been put on the form with your advocate.
Important!
If you do not know what something means – ask!
If something has not been put on the form correctly, tell the customer adviser.
When you have checked the form is OK, the customer adviser will ask you to sign something to say that you are happy with it.
Be careful!
Do NOT sign anything if you are not sure about it.
It is important that when you sign your name it always looks the same. This is how the Bank checks that it IS you. If you find it difficult to sign your name, tell the customer adviser, who will suggest something else instead.
The person at the helpdesk will tell you when you can start using your Account.
This might not be straight away. You might need to wait for some things to be sent to you. You can ask the customer adviser how long this might take.
Remember to tell the customer adviser how you would normally like to be contacted by the Bank. This might be by post, telephone or email.
This might not be straight away. You might need to wait for some things to be sent to you. You can ask the customer adviser how long this might take.
Remember to tell the customer adviser how you would normally like to be contacted by the Bank. This might be by post, telephone or email.
