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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 the following ways:

  • register online
  • use a secure digital access code (power of attorney only)
  • visit us in a branch

This can take up to 10 working days.

Step 1 - Get everything ready

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

This can be either the original, or a copy which has been signed and dated on every page by a solicitor (including blank pages).

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

Secure digital access code

Since 1 September 2019, 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 1 September 2019
  • the attorney, or group of attorneys, are existing or new HSBC customers
  • the donor is an existing HSBC customer
  • the lasting power of attorney doesn’t contain ‘specific instructions’ or preferences

Once you’ve received your secure digital access code, please complete our online registration form.

You won’t need to submit your power of attorney documents online or call into a branch. Your code should be 13 characters long and begin with a V – it will be valid for 30 days. If your code has expired, you’ll need to request a new one from the OPG.

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.

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.

Useful links

It’s easy to answer your query online. Visit our Help page to find out how.