Update your account details
Use our account management form to update your account details.
Keep us in the loop
It’s important that you keep your Unity Trust Bank account details up-to-date to ensure we can contact you and to protect your business from fraud.
Our account management form makes it easy to make changes to your account – see our guidance notes below on how to access the right section of the form for what you want to do.
Useful Links
Account management form guidance
Our account management form can be used to amend, update, remove or add information about to individuals linked to your accounts with us.
Selecting the right category within the form helps to route your enquiry correctly.
Use our handy guide below to ensure you provide the right information in the right place.
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Change organisation name | To be used to update the registered name only. Change in legal status will require a new account (please note, the change in legal status does not normally apply to trade unions). |
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Update key contact | To be used for a new key contact to be added – this can include signatory permissions and Online Banking permissions. NOTE – all correspondence will be sent to this address. |
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Add individuals | To be used for NEW individuals who are not associated with the account currently in any capacity – this can include signatory permissions and Online Banking permissions. |
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Remove individuals | To be used for removal of a signatory, Online Banking user or all access. NOTE – if removing key contact, also need to click ‘Update key contact’. |
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Update individuals | To be used for existing individuals – updating personal information, add as a signatory and/or add as an Online Banking user. |
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Signing authority and statement preference | To be used to update the account signing authority and/or statement preferences for online/paper. NOTE – not required if updating an individual’s signing authority. |
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Online Banking authority levels | To be used to update the organisation’s Online Banking levels e.g. dual/triple and payment limits e.g. amount per banking level. Includes administrator details. NOTE – not required if updating an individual’s Online Banking authority levels. |
What information will you need to update individuals?
What information will you need to update individuals?To complete the form you will need personal details of any individuals you are adding or updating, including:
- Their Full Name.
- Date of birth.
- Nationality.
- Current home address and previous address if they have moved within 3 years.
- Names of any individuals you wish to remove from your accounts (alternatively, there is a ‘Remove all individuals’ option on the form).
- You may be asked to provide supporting documents if any personal or organisation details have changed, or if electronic identity checks are unsuccessful.
If we require further information or supporting documents, we’ll let you know.
How long will it take to complete the form?
How long will it take to complete the form?It usually takes around 15 minutes to complete the form and request an update to your bank account details. You may want to allow extra time if you’re adding several new individuals. Please note:
- All fields marked with a red asterisk are required.
- If you need to exit your submission before it’s completed, simply click on ‘continue later’ and we’ll send a link to the email address you provided so you can continue where you’ve left off.
- You’ll be asked to print the submission form and sign it in black ink, in accordance with your current account mandate, including the signatures of any new signatories added.
- You’ll need to scan the signed document and upload it using the link we will provide via email.
- Alternatively, you can send your submission form and any relevant supporting documentation to:
Unity Trust Bank, PO Box 7193, Planetary Road, Willenhall, WV1 9DG
What happens next?
What happens next?We aim to complete your request within 10-14 working days, providing we have everything we need. You’ll receive an email or letter confirming completion.
If you have requested for individuals to be set up for Online Banking, they will receive their login instructions by post within 2-3 working days. It is important you tell the new Online Banking users the memorable word you created for them during the application, as this will be required for their initial login. Watch our tutorial below for support.
Frequently asked questions (FAQs)
We’ve summarised some of the most frequently asked questions about our updating your details below.
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An updates to an account must be submitted by either the current key contact or an individual known to Unity Trust Bank.
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You’ll need to provide their name, personal address(es) they have lived at for the last three years, and contact details (email address and telephone number(s)). We’ll also need their position in the organisation, date of birth, and nationality. For all your nominated Online Banking users, you’ll also need to select their Online Banking permissions as well as inputting their memorable word which they will be required to use when initially logging in to Online Banking.
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You’ll need to confirm how many users are required to make online payments between Unity Trust Bank linked accounts, and how many are needed to make external bill payments or standing orders online (consider choosing two or three in each case for banking security).
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Tell us the number of users who need to be involved in payments over an amount specified by you. You can specify whether this applies to internal transfers, external payments, or both. You are also able to specify the named individuals who need to be involved in these transactions.
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We ask for one account number on the application to locate your organisation’s details, and then update all accounts linked to your organisation.
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The submission form will be generated once you have completed your changes online. This must be printed and signed in black ink; we can’t yet accept digital or electronic signatures. Page 1 must be signed in accordance with your current bank mandate and page 2 will provide spaces for new or updated signatories to sign. If an individual is going to be an Online Banking user only, a signature will not be required.
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Along with the submission form, at the end of your application a summary of changes will also be produced. This outlines all the changes requested. Please refer to the person submitting the application if any changes are to be made.
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You can create yourself a new one-time link to access your application again below.
If you have any difficulties with this please call call us on 0345 140 1000*.
*Our call centre opening hours are 9am to 5pm, Monday to Friday, excluding bank and public holidays in England and Wales. Calls are charged at local rate. Calls may be monitored and recorded for training, quality and security purposes.
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To submit your information online, providing you have everything you need to know, it will take around 15 minutes. You may want to allow extra time if you’re adding several new individuals. Please note:
- All fields marked with a red asterisk are required.
- If you need to exit your submission before it’s completed, simply click on ‘continue later’ and we’ll send a link to the email address you provided so you can continue where you’ve left off.
- You’ll be asked to print the submission form and sign it in black ink, in accordance with your current account mandate, including the signatures of any new signatories added.
- You’ll need to scan the signed document and upload it using the link we will provide via email.
- Alternatively, you can send your submission form and any relevant supporting documentation to:
Unity Trust Bank, PO Box 7193, Planetary Road, Willenhall, WV1 9DG
Once you’ve submitted your application and returned all the required documents back to us, please allow 10-14 working days.
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You’ll need to scan the signed document and upload it using the link we will provide you via email.
Alternatively, you can send your submission form and any relevant supporting documentation to us@unity.co.uk or by mail to:
Unity Trust Bank, PO Box 7193, Planetary Road, Willenhall, WV1 9DG
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We carry out certain checks and procedures as we are required by law to check the identity of everyone linked to the account. We may search electronically using the information you give on this form and in some instances, we may require further information or documentation. If any individual on the account is a non-UK resident or a non-UK resident for tax purposes, we may require additional details. Find out more information in our Proving Your Identity leaflet.
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You will receive an email or letter confirming we have completed your request. If you have requested for individuals to be set up for Online Banking, they will receive their login instructions by post within 2-3 working days. It is important you tell the new Online Banking users the memorable word you created for them during the application, as this will be required for their initial login. Watch our How to log in to Online Banking for the first time tutorial for support.
Still have questions?
We’re here to help. Email us at us@unity.co.uk or call us on 0345 140 1000*.
*Our call centre opening hours are 9am to 5pm, Monday to Friday, excluding bank and public holidays in England and Wales. Calls are charged at local rate. Calls may be monitored and recorded for training, quality and security purposes.
Legal Notice
All applications are subject to status and eligibility criteria.
We may not accept all of the signatories included on your account application. We carry out certain checks and procedures as we are required by law to check the identity of everyone linked to the account. We may search electronically using the information you give on this form and in some instances, we may require further information or documentation. If any individual on the account is a non-UK resident or a non-UK resident for tax purposes, we may require additional details. Find out more information in our Proving Your Identity leaflet.
If you give false or inaccurate information and we identify fraud, we will pass the details on to fraud prevention agencies to stop fraud and money-laundering. Explore how to protect your organisation from fraud and scams.
It’s simple, secure and stress-free to switch to us
If you’re ready to switch your Business Current Account to Unity Trust Bank, we’ll make sure it happens like clockwork. The account switch process is guaranteed to take 7 working days or less, and it’s all taken care of by the Current Account Switch Service.