Account Management FAQs

• Inform us of a change to your organisation’s name. If applicable, the new name must be changed and registered with your business’s registering body (Companies House, Charities Commission or FCA) first
• Inform us of a change to your registered address, or legal status (i.e. whether it is a PLC, CIO, Cooperative etc). If your organisation changes legal status, you must open new account/s for the new entity
• Update your key contact details
• Add, update, and remove signatories, Internet Banking users, Directors or Trustees from your account
• Update a signatory or internet user’s personal details
• Register individuals for Internet Banking and change Internet Banking access levels
• Change statement preferences or account permissions

The application must be submitted by either the current key contact or an individual known to Unity Trust Bank.

You’ll need to provide their name, personal address(es) they have lived at for the last 3 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 internet banking users, you’ll also need to select their online banking permissions as well as inputting their memorable name which they will be required to use when initially logging in to internet banking.

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 2 or 3 in each case for banking security).

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.

We ask for one account number on the application to locate your organisation’s details, and then update all accounts linked to your organisation.

The submission form will produce once you have completed your application 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 internet banking user only, a signature will not be required.

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.

You can create yourself a new one-time link to access your application again. Please visit https://www.unity.co.uk/update-your-account-details/ and click on ‘Continue an existing application’ if you have any difficulties with this please call the team on 0345 1401 000 on Monday-Friday between 9am-4pm.

To submit your information online, providing you have everything you need to know, it will take 15 minutes. You may want to allow extra time if you are 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. Once you have submitted your application and returned all the required documents back to us, please allow 10-14 working days.

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

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 here.

You will receive an email or letter confirming we have completed your application. If you have requested for individuals to be set up for internet banking, they will receive their login instructions by post within 2-3 working days. It is important you tell the new internet banking users the memorable word you input at during the application as this will be required for their initial login. Please visit this tutorial for support with logging in here.