When officers change in a charity, it’s very common for confusion to arise over authorised signatories.
This can lead to failed repayment claims if submissions using details of a new official are made before the correct paperwork is complete.
HMRC has a strict process for dealing with officer changes. A form called a ChV1 ‘Change of Details’ form must be completed, printed, signed by the previous and new officers and sent to HMRC’s charities unit in Bootle before a new name will be recognised.
The ChV1 form can be downloaded from the HMRC website via this link: https://www.gov.uk/government/publications/charities-change-of-details-form-chv1
The process can take several weeks. Don't attempt a claim using new details until this process is complete. It will fail. Either use the details of the previous officer, if he or she agrees, or wait. While the process is in progress, maybe this is the time to ensure all donor and donation information up to date!
Note that logging in to your charity’s online account with HMRC and changing the contact details there is not the same as completing a ChV1 form.