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Registering a power of attorney with HSBC

Step by Step guide

You can register a power of attorney or Court of Protection order with us in 3 ways:

  • via an online form
  • using a secure digital access code
  • by visiting us in branch

Step 1 - Get everything ready

We’ll need to see all the pages of the power of attorney or Court of Protection order if you’re submitting your document online or in branch. 

This can either be the original, or a copy which has been certified on each page. If you’re submitting a secure digital code, please follow the steps below.

To complete the registration, you’ll also need:

  • the personal and contact details of any attorney wishing to be registered
  • the donor’s details
  • your identification 

Step 2 - Register your power of attorney

Online

You can register your power of attorney or Court of Protection order using our online form if:

  • you’re the sole attorney or deputy and you have an HSBC account
  • the donor or person covered by a Court of Protection order is an HSBC customer with a bank account or credit card
  • you’re registering a lasting power of attorney, ordinary (general) power of attorney, enduring power of attorney, Scottish powers, Northern Ireland enduring powers or a Court of Protection order

Start your registration

 

Secure digital access code

Since 17 July 2020, everyone who registers a new lasting power of attorney (LPA) with the Office of the Public Guardian (OPG) can get a secure digital access code. This can be used to give HSBC and other organisations a summary of the LPA online. It replaces the need to provide us with the paper copy, or scan, of the document.

To get your secure digital access code, please visit www.gov.uk/use-lpa and follow the instructions.

 

You can use this service if:

  • you’re registering a lasting power of attorney with the OPG in England or Wales on or after 17 July 2020
  • the attorney, or group of attorneys, are existing or new HSBC customers
  • the donor is an existing or new HSBC customer. If the donor isn’t with HSBC, they’ll need to open an account online before the power of attorney is registered with us
  • the lasting power of attorney doesn’t contain ‘specific instructions’ or preferences

Once you’ve received your secure digital access code, please email it to poa.registration@hsbc.co.uk along with your contact phone number. Our power of attorney team will then help you with registration.

 

In a branch

Take the full power of attorney document (either the original or a copy which has been certified on every page) or court of protection order to your local branch and we’ll complete the registration process.

You’ll also need to take a form of identification and address verification for each attorney. You can find a list of acceptable documentation on our ID check page.

 

Please note: Social distancing measures are in place at the moment in all our branches. This is to help us to protect you and our colleagues.

Step 3 - Completing the process

We’ll review all the documents and information you give us and register the power of attorney. We’ll also make sure you’re registered for online and telephone banking where the power of attorney allows us to do so.

If you’ve applied online, we may need proof of identification and your address. We’ll let you know how to do this.

If you’re already with HSBC and are registered for online banking, please log on and make sure your contact details are up to date.  If you’re not registered for online banking, you can register here.

You can also update your contact details using telephone banking, or by visiting your nearest branch when our full service has resumed. Find out more about our current service in branch service.

Once everything is done, we’ll send a confirmation letter to the donor (where the donor is mentally capable) or the ‘main’ attorney (where the donor has lost mental capacity).

 

How we’ll use your information

We’ll use your personal information and that of the donor to register the power of attorney (or Court of Protection order). If we need to use this data for any other related purposes, this will be in line with legal and/or regulatory requirements. To find out more about how we use your information and your rights please read our Privacy Notice. If you provide information for another person (eg an attorney), you’ll need to direct them to this notice.

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