Customer forms for savings accounts
To help you manage your offshore savings account, we’ve provided all the forms you may need to give us instructions, whether you're applying for a new account, updating details, or transferring funds. Simply download the relevant form below and follow the instructions to submit. All documents on this page are in Adobe PDF format, to view these documents you will need to have Adobe Acrobat Reader software installed. If you do not have this already then please download the latest version from Adobe's website.
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Account Nomination FormRelease your interest to your external nominated account with our Account Nomination FormPDF - 169KB
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Adding an Additional Account HolderAdd another account holder to an existing accountPDF - 314KB
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Additional Account Opening Form - SterlingForm for existing customers open an additional Sterling accountPDF - 192KB
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Additional Account Opening Form - USDForm for existing customers open an additional US Dollar accountPDF - 127KB
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Amendment to MandateTo amend your name or signature to your completed mandate please complete this form.PDF - 203KB
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Change of AddressTo change your residential or correspondence address please complete this formPDF - 160KB
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Change Of Jurisdiction FormTo confirm your residential or correspondence address following a change in countryPDF - 186KB
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Customer Information FormA form that allows you to update the personal information Skipton holds on file for youPDF - 151KB
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Declaration of Source of FundsAs a regulatory requirement, any source of deposit or gift must be verified by investment applicants and account holdersPDF - 162KB
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Deposit Application FormNew customer savings account application formPDF - 487KB
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Deposit Change of Address FormTo change your residential or correspondence address please complete this form and return it to us at the below addressPDF - 158KB
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Deposit Form - SterlingComplete this form to send Sterling funds to your accountPDF - 153KB
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Deposit Form - USDComplete this form to send US Dollar funds to your accountPDF - 146KB
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Deposit Gift LetterA gift letter is a statement that ensures your lender the money that came into your account is a gift and not a loanPDF - 162KB
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Foreign Account Tax Compliance Act FAQsQuestions answered in relation to the FACTAPDF - 123KB
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Fraud PreventionAt Skipton International we take the security of our customer's very seriouslyPDF - 437KB
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Fraud PreventionAt Skipton International we take the security of our customer's very seriouslyPDF - 237KB
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General Terms and ConditionsGeneral Terms and Conditions for savings accounts - December 2023PDF - 269KB
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Identification Verification FormConfirm your identity and complete the details for your applicationPDF - 218KB
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Interest Rates - SterlingCurrent available variable interest rates for Sterling accountsPDF - 216KB
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Interest Rates - USDCurrent available variable interest rates for US Dollar accountsPDF - 259KB
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Passcode Indemnity AgreementAgreement form for telephone instructions to Skipton InternationalPDF - 203KB
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Power of Attorney and Guardianship FormComplete this form if you would like to register for a POA or Guardianship to your accountPDF - 234KB
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Refer A FriendBy referring a friend to Skipton International you could each receive a cash reward.PDF - 145KB
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Savings Tariff of Charges - SterlingA list of charges for Sterling accounts, which will be incurred by investors in different situationsPDF - 190KB
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Savings Tariff of Charges - USDA list of charges for US Dollar accounts, which will be incurred by investors in different situationsPDF - 141KB
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Self Certification Declaration for an IndividualThis form can be used to declare your tax residence and any Taxpayer Identification Numbers (TINs) that have been issued to you by the relevant authorities.PDF - 171KB
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Third And Fourth Applicant FormForm for third and fourth applicantsPDF - 670KB
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Third Party MandateThis will allow the account holder to nominate a third party individual to act on the account holder’s behalf. Further information can be found on this form.PDF - 251KB
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Withdrawal FormProcess to withdraw or transfer fundsPDF - 189KB
-
Account Nomination FormRelease your interest to your external nominated account with our Account Nomination FormPDF - 169KB
-
Adding an Additional Account HolderAdd another account holder to an existing accountPDF - 314KB
-
Additional Account Opening Form - SterlingForm for existing customers open an additional Sterling accountPDF - 192KB
-
Additional Account Opening Form - USDForm for existing customers open an additional US Dollar accountPDF - 127KB
-
Amendment to MandateTo amend your name or signature to your completed mandate please complete this form.PDF - 203KB
-
Change of AddressTo change your residential or correspondence address please complete this formPDF - 160KB
-
Change Of Jurisdiction FormTo confirm your residential or correspondence address following a change in countryPDF - 186KB
-
Customer Information FormA form that allows you to update the personal information Skipton holds on file for youPDF - 151KB
-
Declaration of Source of FundsAs a regulatory requirement, any source of deposit or gift must be verified by investment applicants and account holdersPDF - 162KB
-
Deposit Application FormNew customer savings account application formPDF - 487KB
-
Deposit Change of Address FormTo change your residential or correspondence address please complete this form and return it to us at the below addressPDF - 158KB
-
Deposit Form - SterlingComplete this form to send Sterling funds to your accountPDF - 153KB
-
Deposit Form - USDComplete this form to send US Dollar funds to your accountPDF - 146KB
-
Deposit Gift LetterA gift letter is a statement that ensures your lender the money that came into your account is a gift and not a loanPDF - 162KB
-
Foreign Account Tax Compliance Act FAQsQuestions answered in relation to the FACTAPDF - 123KB
-
Fraud PreventionAt Skipton International we take the security of our customer's very seriouslyPDF - 437KB
-
Fraud PreventionAt Skipton International we take the security of our customer's very seriouslyPDF - 237KB
-
General Terms and ConditionsGeneral Terms and Conditions for savings accounts - December 2023PDF - 269KB
-
Identification Verification FormConfirm your identity and complete the details for your applicationPDF - 218KB
-
Interest Rates - SterlingCurrent available variable interest rates for Sterling accountsPDF - 216KB
-
Interest Rates - USDCurrent available variable interest rates for US Dollar accountsPDF - 259KB
-
Passcode Indemnity AgreementAgreement form for telephone instructions to Skipton InternationalPDF - 203KB
-
Power of Attorney and Guardianship FormComplete this form if you would like to register for a POA or Guardianship to your accountPDF - 234KB
-
Refer A FriendBy referring a friend to Skipton International you could each receive a cash reward.PDF - 145KB
-
Savings Tariff of Charges - SterlingA list of charges for Sterling accounts, which will be incurred by investors in different situationsPDF - 190KB
-
Savings Tariff of Charges - USDA list of charges for US Dollar accounts, which will be incurred by investors in different situationsPDF - 141KB
-
Self Certification Declaration for an IndividualThis form can be used to declare your tax residence and any Taxpayer Identification Numbers (TINs) that have been issued to you by the relevant authorities.PDF - 171KB
-
Third And Fourth Applicant FormForm for third and fourth applicantsPDF - 670KB
-
Third Party MandateThis will allow the account holder to nominate a third party individual to act on the account holder’s behalf. Further information can be found on this form.PDF - 251KB
-
Withdrawal FormProcess to withdraw or transfer fundsPDF - 189KB