Paperwork glossary
Bank details identify your account: account holder’s name, account number and the code of your bank or branch. They are needed for salary payments, refunds, benefits and direct debits.
Also known as: account details, IBAN, void cheque, routing number
A 6-digit sort code and an 8-digit account number. For payments from abroad, use your IBAN (starting with GB) and BIC.
How long to keep it: Nothing to keep: your bank app shows them at any time.
Official services: gov.ukA 9-digit ABA routing number plus your account number, found at the bottom of a check or in your banking app. Employers often ask for a voided check or a direct deposit form.
How long to keep it: Nothing to keep.
Official services: usa.govAn institution number (3 digits), a branch transit number (5 digits) and your account number, provided on a void cheque or a direct deposit form from your bank.
How long to keep it: Nothing to keep.
Official services: canada.caA 6-digit BSB identifying the bank and branch, plus your account number. Many banks also let you receive payments through a PayID such as your mobile number.
How long to keep it: Nothing to keep.
Official services: my.gov.auRules change regularly and can depend on your state, province or region: if in doubt, check with the relevant authority.
Keep your bank details to hand in the Vault and track the matching accounts in your budget.
Ecomely keeps your documents in a secure vault and reminds you before every deadline. Free to start.
