If you want to request a Statement of Credit Interest (SOCI) for a Yorkshire Bank or Virgin Money (previously B) Current or Savings Account, you can complete a request form. If you have multiple accounts, you’ll need to submit a request for each one individually.
You must be the account holder or have authority to act on the account to complete this form. The SOCI will be posted to the address held on file for the account holder.
From the 11th May 2020 we will be mailing all Personal customers who had an account where credit interest of ￡500 and over was paid in the tax year ending 5th April 2020. We are also mailing Business, Charity & Private customers where credit interest was paid, regardless of the amount. So, if you are one of these customers, you will receive a SOCI shortly and do not need to request one.
We’ve included some useful FAQs here in case you need them.
A simple statement that will show you the amount of credit interest paid on an account in a tax year.
If you need to include the amount of credit interest you’ve been paid on your tax return.
You’ll need to contact us to request a SOCI for an earlier tax year. You can find out how best to contact us here.
Once we’ve received your request, your SOCI will be sent to you via post within four weeks. Due to Covid-19, requests are taking a little longer than usual so we appreciate your patience at this time.
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Yorkshire Bank is a trading name of Clydesdale Bank plc. Registered in Scotland No. SC001111. Registered office: 30 St Vincent Place, Glasgow G1 2HL.