ISA transfers are the best way to move money between your ISAs. If you don’t follow the process for ISA transfers, e.g. you withdraw from one account and deposit in another, your money could lose its tax-free status. Find out how to transfer between ISAs, if your account allows it, and learn more about ISA transfers with our handy FAQs.
How do I make an ISA transfer?
Type of Transfer?
Next steps…
If you're thinking of leaving us, we'd be sorry to see you go but you can always call us on 0345 608 0783 to discuss your options.
If you do wish to transfer your Skipton Cash ISA to another provider, you will need to contact your new provider who will then contact us to carry out the transfer. We aim to process any request to transfer within seven working days from the day we receive the request from the new provider.
If you’re transferring a Skipton Fixed Rate Cash ISA during the fixed term, there will be an interest penalty as described in your account terms and conditions. This may mean you may get back less than you paid in.
You're likely to need to provide account information to the ISA provider you're transferring to, you should give them the following:
- Account holder name: Skipton Building Society
- Sort code: 20-78-91
- Account number: 70798924
- Reference number: your 9-digit Skipton account number
Please note that if you withdraw any funds from your Skipton Cash ISA without following the ISA transfer process, these funds will lose their tax-free ISA status.
Have you opened the Skipton Cash ISA you wish to transfer into?
Are you transferring from a Stocks & Shares ISA?
Next steps…
Before you can transfer your ISA, you will need to choose and open one of our Cash ISAs.
Please take a look at our current ISA Range to decide which one is the best for you. If you open an ISA online you will be able to request to transfer your existing ISA as part of the opening process. If you would prefer to open and operate your new ISA offline, you can give us a call or visit a branch.
Please note if you are transferring an existing Skipton ISA into a new Skipton ISA, we can only transfer the full balance. We are unable to transfer only part of your balance between Skipton ISAs.
Next steps…
To transfer your Stocks & Shares ISAs to a Skipton Cash ISA, you will need to complete the Stocks & Shares ISA Transfer Form.
Please return the completed form to:
Customer Delivery
Skipton Building Society
The Bailey
Skipton
North Yorkshire
BD23 1DN
Or return it to any of our branches.
How did you open your Skipton Cash ISA?
Next steps…
Please note we can only transfer the full balance of an existing Skipton ISA into another Skipton ISA. We are unable to transfer only part of your balance between Skipton ISAs.
You will need to complete a Transfer Revalidation Form and return to the below address.
Customer Delivery
Skipton Building Society
The Bailey
Skipton
North Yorkshire
BD23 1DN
Or return it to any of our branches. Use our branch finder to find your nearest branch.
Next steps…
To arrange your ISA Transfer from another provider you will need to complete the Transfer Authority Form and return it to:
Customer Delivery
Skipton Building Society
The Bailey
Skipton
North Yorkshire
BD23 1DN
Or return it to any of our branches
Next steps
As your ISA is an online account please log in to Skipton Online, select the ISA you want to transfer to and select the ISA Transfer In option. You can also transfer your ISA in our app.