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Historical account queries

If you need to request historical information on your account (example: Annual Statement, Certificate of Interest, Data Subject Access Request or enquires relating to balances, interest rate or interest accrued) and you have not moved address or changed name since your account was closed, please call us on 0345 602 2828. If you have moved address, changed name or have any other queries on your account, we will need you to put your request in writing to the below address.

Savings and Investments Team
Birmingham Midshires Corporate Centre
Pendeford Business Park
Wobaston Road

For written queries we will require you to provide Certified Identification for verification purposes.

Guidance on identification documents

Please send certification copies of two items from List A. All documents must show your correct address (Only Exception is Passport), title and initial. At least one of these must show your full name.

If you are not able to provide two items from List A, please provide one certified copy of an item from List A and one certified copy of an item from List B. We cannot accept two items from List B.

Where certified copies of documents do not contain a photograph, originals can be provided and will be certified on receipt and returned.

If you have a joint account, all account holders must each provide their own identification documents. We can accept documents that are addressed either jointly or individually.

Step 1

List A - Provide proof of your identity by sending:

  • a current full signed UK (EU or equivalent jurisdiction) Passport
  • some EU/EEA Identity Cards
  • Northern Ireland Electoral Identity Card
  • Young Scot Card (26 years or younger)
  • Disabled Drivers Blue Pass
  • Biometric Residence Permit (issued from 1 December 2012).

On the following items, certified copies preferable, although originals can be provided.

  • Benefits/State Pension notification letter from the relevant benefits agency confirming the right to a state or local authority funded benefit, no more than 12 months old.
  • HMRC Tax Notification (current/previous tax year) no more than six months old (e.g. Tax Assessment or statement of account). Not a P45 or P60.

Step 2

List B - Provide proof of your residential address by sending a:

  • Bank, Building Society or Credit Union statement showing transactions, no more than six months old
  • HMRC Tax Notification
  • UK, EU/EEA mortgage statement, no more than 12 months old
  • utility bill/utility statement or certificate/letter from a supplier of utilities confirming pre-payment arrangements for utility services, no more than six months old. We do not accept mobile telephone bills or bills for internet services.
  • local authority tax bill/council tax demand letter/statement
  • solicitors correspondence
  • council rent card/statement.

Under 18 years of age

If the customer is under 18 years of age, they can use any documents contained within list A or B, if available to them, e.g. a passport.

Identification documents only

  • UK birth certificate
  • Medical card/certificate

Address verification documents only

  • Address confirmation from an adult family member/guardian
  • Letter from a school/college/educational institution UK
  • Address confirmation for overseas students

Step 3

Arrange to get your documents certified

A 'certified copy' is a photocopy of an original document that has been stamped and signed to confirm that it is an exact copy of the original document.

Who can certify a document?

  • Any Lloyds Banking Group employee in one of our Halifax, Bank of Scotland or Lloyds branches.
  • Official of an embassy, consulate or high commission of the country issuing your passport.
  • Lawyer, barrister or accountant (who is a member of a recognised professional body) or notary public.

Step 4

Make sure your documents are certified correctly

Instructions for certifiers:

  • For documents containing a photograph please write "I have met this individual and confirm this photo is a true likeness of them. I certify that I have seen the original document and confirm this is a true copy of the original." For all other documents please write "I certify that I have seen the original document and confirm this is a true copy of the original."
  • Sign and date the photocopy
  • Print your name in BLOCK CAPITALS
  • State your occupation, address and telephone number.
  • Stamp the document (the stamp must be clearly impressed).

All documents you send to us will be returned to you. Checks may be carried out to confirm a certification is genuine. We reserve the right to request further validation if considered necessary.

FSCS – protecting your money. Find out more here.

Gross rate means that we will not deduct tax automatically from your interest. You are responsible for paying any tax due to HM Revenue and Customs.

AER means Annual Equivalent Rate. AER illustrates what your interest rate would be if interest was paid and compounded each year and allows you to easily compare different offers.

Tax free is the contractual rate of interest payable where interest is exempt from income tax.

For telephone line opening times, please read the information in our contact section. Calls may be monitored and recorded for security and training purposes. If you're calling from outside the UK, please dial +441902 428 311.

© Birmingham Midshires
This site is intended for UK residents unless otherwise stated.
Birmingham Midshires is a division of Bank of Scotland plc which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628. Registered office: The Mound, Edinburgh EH1 1YZ. Registered in Scotland No. SC327000.
To contact the FCA Consumer helpline, please ring 0800 111 6768. Alternatively call the Money Advice Service on 0300 500 5000 or visit