Allowing someone else to manage your account for you
We can't share account information with anyone except the account holder without their permission, but you can set up long and short term solutions for this.
Due to data protection laws we're unable to share any account specific information with anyone other than the account holder without the account holder's permission. This includes the account-holder's parents, partners, legal representatives or anyone else.
If you want to speak to us on behalf of an account holder, you need the permission of the account holder and we need confirmation that you have that permission.
If the account holder is present when you call they can give this permission over the phone, they'll be asked to confirm their identity through our regular security questions and also confirm they're happy for you to speak on their behalf. This action would need to be repeated each time you call.
If you want to set up a longer term arrangement to share account information with a third party, this can be arranged, and is referred to as having 'Consent to Share' on the account.
Consent to Share
Our Consent to Share process is an agreement between us and an account holder to share account specific information with a named third party.
Set up Consent to Share
To set up Consent to Share a student must give us the following information:
- the student's Customer Reference Number, name and address
- the full name of the third party
- the full address, including postcode, of the third party
- the full date of birth of the third party
- their relationship to the third party
- a password, which we will ask the third party to verify. This should not match the password that the student uses as part of their account login
- a date specifying when the Consent to Share status should expire
If the third party is a person from a university, college or organisation we'll also ask the student to give the name of the university, college or organisation.
A student can set up Consent to Share by calling Student Finance NI or by writing to:
Student Loans Company Ltd10 Clyde PlaceGlasgowG5 8DF
A student can have a maximum of two nominated third parties.
Power of Attorney
If you have been granted Power of Attorney over an account holder, this can be accepted as agreement on the account holder's behalf to share information. In order to make sure, we will need to see a certified copy of the official document along with the following information:
- the student's Customer Reference Number, name and address
- the full name of the third party
- the full address, including postcode, of the third party
- the full date of birth of the third party
- their relationship to the third party
Send this information along with your certified document to:
Student Loans Company Ltd10 Clyde PlaceGlasgowG5 8DF