Providing personal details
Apart from forms used for market research which are
usually anonymous, the first page of all other forms will
usually consist of your personal details (see Figure 7).
Coping with a variety of forms
Dealing with the bank
Most of your business with the bank can now be dealth with
online but the forms will be similar to ‘paper’ ones. Obvi-
ously, withdrawing money is not an option and when a
signature is required, a visit to your bank is essential.
Most of us, at some time, have dealings with a bank. Bank
forms are usually straightforward and unless you are opening
an account (see Figure 8), the two important requirements
are the sort code, shown at the top right-hand corner of your
cheque, and your account number, which is at the bottom of
the cheque.
Opening a mortgage account
The first section of the form will be the same as in Figure 8.
The following questions will be as in Figure 9.
Setting up standing orders and direct debits
You have control over standing orders and alter the amount
as necessary. A direct debit means you give the beneficiary
the right to tell your bank to change the fee when there is an
increase. The sort code you will find at the top right-hand
corner of your cheque. (See Figure 10.)
FILLING IN FORMS / 119