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Our dedicated New Accounts Team will make sure that opening your account with Unity is as simple and straightforward as possible.

There are just four steps to open your bank account with Unity:

Step one

Take a look at the guide notes before completing the online application form.

Guide to completing the application form

Step two

Open the online application form and tab between the fields to fill in the relevant details.

N.B. To view the application form you will need to have the latest version of Adobe Reader software installed on your computer. You may already have this but, if not, the software is free and downloadable from Adobe's website.

Mandatory fields are shown in red - please complete these.
In addition to the guide notes (above), hover over each field to see a "helpful prompt".
You won't be able to save this document so, to avoid any risk of losing your work, we would recommend that you print out each page when it is completed.
If you have any questions about completing the form please call 0845 140 1000 and a member of our customer service team will be happy to help you.
We recommend that one person from your organisation is responsible for completing the form and circulating it for all relevant signatures to be added.

Social Economy Application Form

Step three

Once you have printed your completed application form, all appropriate sections should be signed by the correct people. Please ensure that you include all relevant certified governing documents, as outlined on page 15 of the application form.

The documents below set out our terms and conditions and provide background information to the account opening process, as well as setting out our fees and charges.

Terms and Conditions 2009

Information on proving your identity

Customer Information & how we use it

Standard Service Tariff

Electronic Transmission Payment Services Tariff

Internet Banking For Your Organisation

To see our current and previous interest rates, please click here.

Step four

Finally, send the form and complete set of information to:

Unity Trust Bank Plc
Freepost
9 Brindleyplace
Birmingham
B1 2BR

What happens next

As long as you have completed all relevant sections of the application form and enclosed the appropriate certified governing documents to confirm your organisation's legal status (as outlined on page 15 of the application form), we will set up your account and confirm this in writing by sending you a Welcome Pack.
We will contact you within two working days to confirm that you have received your Welcome Pack, at which point we will activate your account and order your account stationery (e.g. paying in book and cheque book, if applicable). We will also set up your Internet Banking facility, if you completed the Internet Banking section on your application form.
If you have decided to transfer your account(s) from another bank, and have completed the Account Transfer Request (section 7, page 13 of the application form), we will request from your previous bankers any existing Direct Debit and Standing Orders to be transferred to your new account. Whilst we will make every effort to ensure that this happens efficiently and smoothly, we are in the hands of your existing bankers.
We will contact you with the list of all of your Direct Debits and Standing Orders to confirm which of these should be transferred to your new Unity account. Upon receipt of your authority we will advise the beneficiaries of your new account details.

If you require further information about Unity's products and services please call our customer services team on 0845 140 1000, email utb@unity.co.uk.