Prepare for a meeting or call with the bank

Help me prepare for a meeting or call with the bank.

Why they're in touch / why I'm calling: [details]
What I want: [e.g. lower overdraft, time to pay, a clear answer]
Balances and dates: [what I owe or hold, letter dates]
Documents I have: [list]
What I'm worried they'll push: [optional]

Ask me up to 3 short questions first if anything important is missing. Wait for my answers.

Then:
1. A one-page brief I can keep in front of me.
2. Ten questions to ask.
3. Information I should not agree to on the spot.
4. A short follow-up email template to confirm what was said.
5. When to get free advice from MoneyHelper or Citizens Advice instead of deciding alone.

Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts, figures or products. This is help organising my own numbers and wording, not financial advice; point me to MoneyHelper, GOV.UK or Citizens Advice for guidance, and to a free regulated debt adviser if I'm struggling to pay. UK English.

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