Apply online - Saver Plus (Issue 3)

My AccountsPlease complete the form below to apply to open a Saver Plus Account.

Please note this is a secure form and personal details may be entered with confidence. Once you have submitted your details we will write to you within 5 working days to confirm if your application has been successful. If there are any issues with your application we will contact you using the details provided.

This account can only be opened by new customers who live within the following postcode areas: NP, CF, SA, LD, WR, GL, HR & BS. Existing Society customers may open this account.

Fields that are marked * are mandatory.

I apply to open a Saver Plus (Issue 3) Account.

Personal Details (Account Holder)

Title  * 
Forename(s)  * 
Surname  * 
Date of birth  *  *  * 
Gender  * 
Permanent address  * 
Postcode  * 
Contact details  *  Day time telephone number 
 Home / Mobile telephone number 
Email address
Nationality  * 
Are you an existing customer?  * 
 Employment Status:  * 
 Occupation:  * 

Joint Account Holder Details (If Applicable)
Title
Forename(s)
Surname
Date of birth
Gender
Permanent address  (if different from above) 
Postcode  (if different from above) 
Contact details  Day time telephone number (if different from above) 
 Home / Mobile telephone number (if different from above) 
Email address
Nationality
Are you an existing customer?
 Occupation: 
 Employment Status: 

Citizenship & Tax Residency

Applicant 1

  * 
 If you have any questions on how to complete this section we recommend that you speak to your tax or legal adviser. 
Are you a resident for tax purposes only in the UK?
* 
Are you a citizen only of the UK?
* 
 If you answered 'YES' to both questions, please proceed to the next section of the form.
 
  If you answered 'NO' to either or both questions, please continue to complete this section of the form. 
Please list all the other countries that you are a citizen of with any associated tax reference number:
 Country of
Tax Residency  
  Tax Reference Number 
 Country of
Tax Residency  
  Tax Reference Number 
Are you a US Citizen?
Please list all the other countries that you are a citizen of:

Applicant 2 - (If applicable)

Are you a resident for tax purposes only in the UK?
Are you a citizen only of the UK?
 If you answered 'YES' to both questions, please proceed to the next section of the form.
 
 If you answered 'NO' to either or both questions, please continue to complete this section of the form.
 
Please list all the other countries that you are a citizen of with any associated tax reference number:
 Country of
Tax Residency
  Tax Reference Number 
 Country of
Tax Residency
  Tax Reference Number 
Are you a US Citizen?
Please list all the other countries that you are a citizen of:

Investment Amount

I / We wish to invest £  *  (being the initial investment) 

Interest Instructions

Where would you like the interest to be paid / added?:
* 
Interest to be paid to the following account (if applicable):
 Account Name:  
 Bank / Building Society Name:  
 Address:  
 Postcode:  
 Sort code:   (if applicable) 
 Account number:  

Additional Services For Our Customers

 Monmouthshire Building Society Group offers a range of additional financial services. If you would like to receive further information on the services listed, please indicate below: 
  1 a. Do you have savings accounts/bonds with other financial institutions?  
 b. Would you like further information on any of the following accounts - please tick if Yes: 
            
 2 a. What is the date your current mortgage deal/rental agreement expires?  
 b. Would you like us to contact you at this time to discuss our range of mortgage products?    
 3 a. What month is your home insurance due for renewal? 
 b. Can we contact you at your renewal date to offer you an alternative quote?    
 4 a. How many dependents do you have? 
 b. Have you a Will in place?
 
 c. Would you like to be contacted by one of the Society's panel of solicitors to discuss - please tick if Yes:           
 5. Would you like information regarding Funeral Plans available via the Society?  

Declaration

I confirm that I have read and understood the following:
 General Terms & Conditions for Savings Accounts   * 
 Agreement to assign windfalls to charity   * 
 The Account specific terms and conditions   * 
 The Interest Rate(s) applicable to this account   * 
 I accept that the Society may decline my application    * 
 I consent and acknowledge that the Society will carry out an electronic check to verify my identity    * 
 I declare that the investment sum shown on this application form is being invested in the Monmouthshire Building Society by me:  
* 
 I declare that the account will not be held by me as a trustee for a corporate body, or for persons who include a corporate body. I agree to the terms and conditions applying to the account and to be bound by the Rules of the Society, a copy of which is available on request. 

 Joint Accounts Only (if applicable) 
 (Please note - If you require more than one signature to operate the account, you will not be able to register to operate the account online using our 'My Accounts' service.)  

Use of your Personal Information
 • Information you give us will be used by us to provide and manage your account.

• The information may be used by the Society and its subsidiary companies for its own use for marketing, business analysis or similar purposes.

• Unless you choose otherwise, you consent to being informed of other products and services by post, telephone or electronic means.

• The Society will keep your information after your account is closed.

• If it is necessary to the running of your account, essential information about your account may be given to others. Information may also be given to people acting as our agents, who will keep it confidential.

• Under the Data Protection Act 1998 you have a right of access to your personal data held. Upon payment of a single fee, we will give you a description of the data, the purpose for which it is processed and to whom it may be disclosed. You also have a right to have incorrect data corrected.

• We will treat all your personal information as private and confidential (even when you are no longer a customer). We will not give your details to anyone (even other companies in our group) unless: we have to give the information by law; there is a duty to the public to disclose it; you request us to disclose it, or we have your permission to do so; or our interests require us to give the information (for example, to prevent fraud). We will not use this as a reason for giving information for marketing purposes.

• I/we consent to you holding and processing my/our personal data for the purposes explained above.
 
Keeping you informed about other products and services
  The Society would like to contact you by post, telephone or electronic means using the contact details which you provided in this form, to tell you about our financial products, services, promotions, offers and events for savings, mortgages, general insurances which may be of interest to you, and to introduce you to or pass your details to our subsidiary companies. By submitting this application you are agreeing to your information being used in this way. Only tick the following boxes if you do not wish to be contacted by: 
 Post                   Telephone     Electronic Means   

How did you hear about this product / service?  * 
If other, please specify:
 


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