Useful Documents

Useful Savings Documents & Forms

Here you will find some useful savings forms and further information documents to help you manage your savings accounts. If you can’t find what you are looking for or need any support when completing any of our forms, please contact our Member Services Team on 01582 765411 and we’ll be happy to help.

Please return any form to your local branch or to our Head Office: Harpenden Building Society, Mardall House, 9-11 Vaughan Road, Harpenden, Hertfordshire, AL5 4HU.

Find out more about Harpenden Online here

Everything you need to know booklet

Application Forms

- Adult Savers Application Form

- Child Savers Application Form

- ISA Accounts Application Form

- 2 Year Fixed Rate Cash ISA Application Form

- Fixed Rate Bond Application Form

Useful Savings Forms

- Change of Customer Details Form

- Product Switch Form

- Adding or Removing A Party From An Account Form

- Bereavement Notice

- Operating An Account For Someone Else Form

- Cash ISA Transfer Authority Form

- Stock & Shares to Cash ISA Transfer Authority Form

- Bereavement Request to Close Account Form

- Lost And Stolen Passbook Form

- Notice Withdrawal Form

- Chaps Payment Form

- Faster Payment Form

- Bereavement Request For Funeral Fees

Savings Investment Rates

General T&Cs Retail Savings Accounts

Cash ISA Terms & Conditions

Harpenden Online Terms & Conditions

Savers Accounts - Further Information

Personal Savings Allowance FAQs

Tariff of Charges

FSCS Information Sheet

Complaints Procedure

Operating an Account for Someone Else Information Sheet

Keep me informed

You can sign up to receive email communication from us in the two categories below. This is separate to any regulatory communication we may send to our members regarding their savings account(s) or mortgage.

Membership messaging - Mutual magazine and e-newsletters:

Online protection and guidance from scams and fraud
Volunteering, fundraising and community stories from within the Society
Upcoming awareness and national days
Customer surveys
Opportunity to provide us feedback via Smart Money People

Product promotion and added value campaigns:

New product launches that may offer you better returns
Promotion of our existing products
New services or propositions

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