When we are notified that a customer has died, all their sole accounts are frozen and internet banking is removed. We also remove Powers of Attorney from the account, because the Will or any subsequent Grant of Representation will legally supersede these arrangements.

If you are a personal representative, please complete a Bereavement Notification Form(PDF) or call us on 0330 355 0355.

Yes. All the attorneys outlined in the Power of Attorney document can act on the account holder’s behalf.

For attorneys appointed “jointly”, each attorney must complete and send us the Power of Attorney Mandate Form(PDF) before we let any attorney act on the account holder’s behalf.

Attorneys appointed “jointly” must all act together on all matters. Attorneys appointed “jointly and severally” can act either together or individually.

We recommend that you do not share your account security details with anyone. This includes your telephone password and any internet banking log in details or digipass codes.

Making a Will and appointing executors can make the process easier for those managing your estate. The Money Helper website from the Money & Pensions Service provides lots of advice for later life planning: Putting your financial affairs in order if you get ill or die – making a will and more (moneyhelper.org.uk)

The following people can certify a Power of Attorney document:

• The donor (if they have mental capacity) – the donor must write “I certify this is a true and complete copy of the corresponding page of the original lasting power of attorney.” on every page of the copy and on the final page must write “I certify this is a true and complete copy of the lasting power of attorney.”
• A solicitor
• Post Office – a fee may be charged for using this service
• Accountants with a current ‘practicing’ membership, registered with ICAEW, ICAS, CAI, ACCA, CIPFA or CIMA.
• A person authorised to carry out notarial activities
• Bank staff (must include branch stamp)

Certifiers must clearly write that they have seen the original document. They must also include their full name, profession, business address, phone number and the date they certified the document.

Please note that we must be sent all pages of the certified copy of the document in colour. It must be certified on every page, and must have been certified within the past 3 months.

We need proof of the Power of Attorney before we can let the attorney act on the account holder’s behalf. Please send us:

• The original or a certified copy of the Power of Attorney document or Lasting Power of Attorney access code
• Power of Attorney Mandate Form(PDF)

We need proof of the Power of Attorney and a completed Application for a Triodos Current Account with a Power of Attorney form before we can open the account and let the attorney act on the account holder’s behalf. Please send us:

• The original or a certified copy of the Power of Attorney document, or Lasting Power of Attorney acces code
• Application for a Triodos Current Account with a Power of Attorney(PDF)

You may prefer to send original or certified documents by recorded or tracked delivery to ensure they don’t get lost in the post. But be aware, most delivery companies will charge for this service.

Write our full address exactly as shown below on your envelope (appropriate stamp required):

Triodos Bank
Deanery Road
Bristol
BS1 5AS

Alternatively, you can send the required documents by using our freepost address – write it exactly as shown below on your envelope (no stamp required):

Freepost TRIODOS BANK