Lloyds Third party mandate process? & can't find the form online! where are they?

Danny_G

For a Lloyds bank current account customer if they want to add another family member to that account so that they can access the account and use it for banking can't seem to find this third party form online.

A Third party mandate is needed, NOT a power of attorney (which the bank also offer customers to add to their account).

A power of attorney is not needed as the customer has mental capacity to act

For just the Third party mandate, would a power of attorney still need to be obtained from a solicitor for this?

Have you done this process of Third party mandate, at Lloyds ?

what was the main process ?

Can anyone find the Third party mandate online form/ pdf version and provide the link

Cheers

JGB1955

I think it requires a branch appointment and ID checks.

SiliconChip

I've also failed to find a form, I think your best first step is to phone the representative access team on 0345 300 0071.

https://www.lloydsbank.com/help-guidance/call-us.html#representative-access

retiredbanker1

This cannot be done online - as previously posted an appointment with ID (Both parties if possible).