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Transferring a Cash ISA to us

Benefit from the wide range of products, attractive rates and easy process we offer.

All our available ISAs with the exception of the Regular Saver ISA accept transfers in.

To start a transfer:

Print the appropriate form:

New ISA Account and Transfer Form pdf
These forms must be completed if you would like to open a brand new ISA account with Skipton and transfer funds in from another provider. The first form notifies Skipton that funds from another provider will be transferred into your new ISA account and the second form notifies your current provider that you wish to transfer your ISA to Skipton.

Use our checklist to help you complete the first form ISA Application Form Checklist pdf 

Existing Account Transfer Form pdf
These forms must be completed if you would like to transfer funds from another provider into your existing Skipton ISA account. The first form notifies Skipton that funds from another provider will be transferred into you existing Skipton ISA and the second form notifies your current provider that you wish to transfer your ISA to Skipton.

Alternatively

Request the forms by post:

If you would like us to send you the relevant material in the post, call us on 0845 850 1722.

In a branch:

You can also collect the forms from your local branch.

Please send the relevant forms with along with any other material required to:

Investment Administration
Skipton Building Society
The Bailey
Skipton
North Yorkshire
BD23 1DN

We will do the rest!

Please note:

Have you given us the relevant identification material?

Consult Proving Your Identitypdf. This leaflet provides information on what identification is required when you transfer an ISA.

Please make sure you do not withdraw the money from your Cash ISA, as it will lose its tax-free status.

Occasionally we may also need to withdraw certain accounts at short notice, so sending this form to your existing provider does not guarantee availability of our accounts. Your existing account terms and conditions will tell you more but if you want to check anything you can call us on 0845 850 1722*.

Call the Customer Services helpline
08458 501722*

 

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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
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Skipton Building Society is a member of the Building Societies Association and Financial Ombudsman Service.
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