Bank Account Resolution and Signatory Change Letters

Committee resolutions and covering letters for opening a bank account, adding and removing signatories, changing online banking users and authorising payment limits – with a minute extract certificate banks commonly ask for.

Editable Word document
5
10pages
Guidance notes included
aml consultancy solutions

Clubs, societies & community groups

Bank Account Resolution and Signatory Change Letters

About this document

What it’s for

Banks require evidence that the committee has properly authorised changes to a group’s account. Without it, changes can be delayed for weeks, and the group may be left with signatories who have left. These templates give you clear resolutions and letters to send with the bank’s own forms.

When to use it

  • When opening a new account for the group
  • After an AGM or whenever a signatory changes
  • When setting up or changing online banking users and limits

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

A complete, ready-to-use document with every section written, your details shown in [square brackets], and guidance notes explaining how to complete it.

How to complete it

  • Pass the resolution at a committee meeting (or by email if your constitution allows) and record it in the minutes
  • Complete the minute extract certificate and the bank’s mandate forms
  • Send the covering letter with the forms and keep copies

Key points to check

  • Most banks have their own mandate forms – always use them as well
  • Signatories should not be related to or live with each other

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Clubs, societies & community groups

From £29

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

Download and keep

Get the packSee every document in this pack →

Need more than one category?

Documents All-Access gives you every category for 12 months for £295.

Compare options →

Need it tailored?

We can adapt any template to your business, or write a document from scratch.

Talk to us →