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How to apply for a savings account

Open an account in branch

We would love to spend time getting to know you and understand what’s important to you.

Whether you know which account you’d like to open, need guidance on what accounts are available to you, or simply want a friendly face to face chat about how we can help, please get in touch with your local branch or pop in at a time convenient to you.
 

Due to Coronavirus and the health & safety of our members and colleagues being our top priority, we have temporarily suspended our face to face, in-branch appointments. However, you can still speak to us and book a face to face video call or telephone appointment to apply for this account.
 

Things to bring with you to branch

Depending on whether you’re a new or existing customer, we may ask you to provide identification to confirm your name and address. To assist you, we try to verify this electronically. If we are unable to, we would require your paper documentation instead.

For a full list of what we can accept as proof of identity, please read our Proving your identity leaflet.

You will also need to bring a cheque or cash for at least the minimum investment to open the account. If you are opening an ISA account, we will require your National Insurance Number.

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Open an account by post

You may not live within our heartland or you might be unable to visit one of our branches. Don’t worry, it is possible to open some of our accounts through the post and this will be clearly identified on the terms and conditions of the account you would like to open.

Once your account is open, it can be managed in branch, in an agency or by post.

Please note: currently our Fixed Rate, Fixed Term Bonds for both new and existing customers are only available by visiting one of our branches or agencies in person.

How to open an account by post?

If you know which savings account you would like to apply for, please download the relevant application form. If you are applying for an ISA transfer, please also complete the ISA transfer form.

• ISA application form
• Cash ISA transfer form
• Stocks & Shares ISA transfer form
• Junior Cash ISA application form
• Young Savers account application form
• Standard application form for our Easy Access, Flexible Saver, Affinity Accounts and Bonds.
• Club/Charity application form for club and charity organisations.

If you're unsure of which application form you require, please call our Savings Team on: 0800 093 0002.

Please note: currently our Fixed Rate, Fixed Term Bonds for both new and existing customers are only available by visiting one of our branches or agencies in person.

read the relevant documents

For your own benefit and protection, please read all the chosen account terms and conditions carefully before completing the application form.

read the terms and conditions

After reading and understanding the terms and conditions of the account you would like to open, please take your time and read the below documents:

FSCS Sheet

Statement of Practice Investors

Please also refer to our Savings fees and charges leaflet at the bottom of this page for any charges applicable to your account.

post your application forms

Complete your savings application form and post it, along with your cheque deposit (made payable to the account holder) to:

Savings Department, 50 St. Edward Street, Leek Staffordshire, ST13 5DL

 

We try to verify your ID electronically, but if we can't, we may ask you to provide your paper documentation instead. For a full list of what we can accept as proof of identity, please read our Proving your identity leaflet.

confirmation of your successful application

Once we have opened your account, a letter will be sent to you enclosing your new passbook.

If at any point throughout this process you feel that you need more information or help, please do not hesitate to contact our Savings Team on 0800 093 0002.

Once your account is open, it can be managed in branch, in an agency or by post.

proving your identity

Proving your identity

When you apply to open a new account with the Society, you might need to provide identification to confirm your name and address.

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fees and charges

Fees and charges

Outlining the fees and charges you may incur in connection with your Leek United savings account.

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useful information

Useful information

Support for new members and existing members. Information on our application forms, fees and charges, interest rates, the FSCS and FAQs.

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