New Natwest / RBS / Ulster Bank £200 Switch Incentive

flaneurs_lobster

ForumUser7 said:

Did they specifically ask you for a certain ID? Some forumites mentioned there was no need to send the ID, unless they specified what they wanted.

I'm a NatWest and RBS customer, so surprised they need anything from me. Perhaps their systems don't talk to each other when it comes to sharing customer ID between brands.

Sorry, can't remember, was the specific document request on the form that is required to be returned or in the covering letter? If the latter I might be able to find it. 

ForumUser7

flaneurs_lobster said:

ForumUser7 said:

Did they specifically ask you for a certain ID? Some forumites mentioned there was no need to send the ID, unless they specified what they wanted.

I'm a NatWest and RBS customer, so surprised they need anything from me. Perhaps their systems don't talk to each other when it comes to sharing customer ID between brands.

Sorry, can't remember, was the specific document request on the form that is required to be returned or in the covering letter? If the latter I might be able to find it. 

It was on the covering letter - the first page that goes thank you for choosing to open your account with us

MikeJXE

ForumUser7 said:

I've had a letter from Ulster Bank today with a form to sign and return, and it specifically requests a certified item from List A (passport, driving licence etc.) rather than just a non-specific general ID request. Given the specificity, should I just send them a certified copy of the driving licence, or is this really not necessary? I called up today (didn't give application reference etc.), and they said I could ask CORA for a Hooyu link to upload it and the form, or even drop into a Natwest branch with them, and this apparently wouldn't affect the switch bonus, but I'm minded to just send whatever is needed through the post to be on the safe side.

I had the same letter from Ulster bank and took everything I thought I would need into my local Natwest

They photocopied my driving licence and council tax, sent it off for me and all went smoothly 

I have been paid from Ulster bank and Natwest 

ForumUser7

MikeJXE said:

ForumUser7 said:

I've had a letter from Ulster Bank today with a form to sign and return, and it specifically requests a certified item from List A (passport, driving licence etc.) rather than just a non-specific general ID request. Given the specificity, should I just send them a certified copy of the driving licence, or is this really not necessary? I called up today (didn't give application reference etc.), and they said I could ask CORA for a Hooyu link to upload it and the form, or even drop into a Natwest branch with them, and this apparently wouldn't affect the switch bonus, but I'm minded to just send whatever is needed through the post to be on the safe side.

I had the same letter from Ulster bank and took everything I thought I would need into my local Natwest

They photocopied my driving licence and council tax, sent it off for me and all went smoothly 

I have been paid from Ulster bank and Natwest 

Thank you very much @MikeJXE, to NatWest I go!

flaneurs_lobster

ForumUser7 said:

flaneurs_lobster said:

ForumUser7 said:

Did they specifically ask you for a certain ID? Some forumites mentioned there was no need to send the ID, unless they specified what they wanted.

I'm a NatWest and RBS customer, so surprised they need anything from me. Perhaps their systems don't talk to each other when it comes to sharing customer ID between brands.

Sorry, can't remember, was the specific document request on the form that is required to be returned or in the covering letter? If the latter I might be able to find it. 

It was on the covering letter - the first page that goes thank you for choosing to open your account with us

Ok, got it. It says

What you need to do now.

Please post your signed application in the envelope provided or bring it to any Ulster Bank branch along with any supporting documentation. If you've already successfully provided your documents to us online, you don't need to sign and return this application form.

I'd already done the online ID check but decided to return the form, signed, regardless. No mention of specific documents.

Bridlington1

flaneurs_lobster said:

ForumUser7 said:

I've had a letter from Ulster Bank today with a form to sign and return, and it specifically requests a certified item from List A (passport, driving licence etc.) rather than just a non-specific general ID request. Given the specificity, should I just send them a certified copy of the driving licence, or is this really not necessary? I called up today (didn't give application reference etc.), and they said I could ask CORA for a Hooyu link to upload it and the form, or even drop into a Natwest branch with them, and this apparently wouldn't affect the switch bonus, but I'm minded to just send whatever is needed through the post to be on the safe side.

If I had a NatWest/RBS branch in easy reach then I'd go for that option. If not then I wouldn't bother with the effort/cost of getting documents certified (is it still £12 at the PO?). 

I got asked to do the YouHoo thing, apparently passed, but still got sent the ID form.

I just ignored the ID request, signed and returned the form (although I'm a long-standing RBS customer which may have helped) and got the bonus. 

You don't need to pay to get documents certified. Lecturers, teachers, bank managers can all do this free of charge. The lecturer who referred me to Co-op on both occasions has certified my passport quite a few times free of charge.

ForumUser7 said:

flaneurs_lobster said:

ForumUser7 said:

I've had a letter from Ulster Bank today with a form to sign and return, and it specifically requests a certified item from List A (passport, driving licence etc.) rather than just a non-specific general ID request. Given the specificity, should I just send them a certified copy of the driving licence, or is this really not necessary? I called up today (didn't give application reference etc.), and they said I could ask CORA for a Hooyu link to upload it and the form, or even drop into a Natwest branch with them, and this apparently wouldn't affect the switch bonus, but I'm minded to just send whatever is needed through the post to be on the safe side.

If I had a NatWest/RBS branch in easy reach then I'd go for that option. If not then I wouldn't bother with the effort/cost of getting documents certified (is it still £12 at the PO?). 

I got asked to do the YouHoo thing, apparently passed, but still got sent the ID form.

I just ignored the ID request, signed and returned the form (although I'm a long-standing RBS customer which may have helped) and got the bonus. 

We have a solicitor who is a family friend, so they certified my documents for me a couple of months ago Free of Charge. So for me to post it in, there is no cost - I was only thinking with the upcoming BHs, and post not being tracked, it may be a slow service. There is a local-ish NatWest branch to me, so maybe I'll try dropping them in - I'll maybe ask for written confirmation that me doing it in the branch won't affect my switch bonus. I thought someone had tried that and was then refused the bonus, but I can't find that post.

Did they specifically ask you for a certain ID? Some forumites mentioned there was no need to send the ID, unless they specified what they wanted.

I'm a NatWest and RBS customer, so surprised they need anything from me. Perhaps their systems don't talk to each other when it comes to sharing customer ID between brands.

I never sent them proof of ID when I got the form though so it may not even be necessary. Having said that given that your credit reports may not show for another month or so yet I would be tempted to just send a certified copy of your driving licence/passport for the sake of simplicity. 

ForumUser7

flaneurs_lobster said:

ForumUser7 said:

flaneurs_lobster said:

ForumUser7 said:

Did they specifically ask you for a certain ID? Some forumites mentioned there was no need to send the ID, unless they specified what they wanted.

I'm a NatWest and RBS customer, so surprised they need anything from me. Perhaps their systems don't talk to each other when it comes to sharing customer ID between brands.

Sorry, can't remember, was the specific document request on the form that is required to be returned or in the covering letter? If the latter I might be able to find it. 

It was on the covering letter - the first page that goes thank you for choosing to open your account with us

Ok, got it. It says

What you need to do now.

Please post your signed application in the envelope provided or bring it to any Ulster Bank branch along with any supporting documentation. If you've already successfully provided your documents to us online, you don't need to sign and return this application form.

I'd already done the online ID check but decided to return the form, signed, regardless. No mention of specific documents.

Thanks for checking @flaneurs_lobster - I’ll take the full lot (passport, licence, statement, signed form) to a NatWest branch and they can decide what they need and get it sent off

dealyboy

@ForumUser7 ...

From what you've said they specifically asked for ID in their letter to you. However my letter had the same paragraph as @flaneurs_lobster neither having specified nor required ID documents in the process; 'along with any supporting documentation' is meaningless without requirement definition. Signing the form confirms the application and the application details page.

As previously stated UB's application process doesn't make sense in some areas and this is one more thing, differing application confirmation letters.

I hope the NatWest branch can fulfill Ulster Bank's requirement.

ForumUser7

dealyboy said:

@ForumUser7 ...

From what you've said they specifically asked for ID in their letter to you. However my letter had the same paragraph as @flaneurs_lobster neither having specified nor required ID documents in the process; 'along with any supporting documentation' is meaningless without requirement definition. Signing the form confirms the application and the application details page.

As previously stated UB's application process doesn't make sense in some areas and this is one more thing, differing application confirmation letters.

I hope the NatWest branch can fulfill Ulster Bank's requirement.

I hope so too!

I found it odd how they asked for me to post in 1 item from list A, and defined list A as being:

• Passport
• Driving license
• Electoral identity card (must show photograph)
• National identity card (must show photograph)

but stated that they do not accept photo ID via post...

So to be clear, they wanted me to post in an item of photo ID but they don't accept photo ID via post...

I can only conclude that they meant to say they don't accept original photo ID via post, but this seems to be a careless oversight, seeing as they have differentiated between original and certified ID in other places

wizzywig27

Can anyone advise, I know that I should rely on what the letter says but I just wanted to check. I signed up for an account and got a text/email from Ulster asking me to verify my ID via YuHu. I did this yesterday and received a letter to sign today. In the letter it says if I have verified by ID I don’t need to return the letter. Is that right?

I know it sounds simple but why send the letter if I don’t need to return it?