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Transferring a Cash ISA to us

Why Transfer your Cash ISA to Skipton?

By bringing all your previous years' ISA subscriptions together into one place you could benefit from earning a higher rate of interest. Transferring your ISA into one place also keeps things simple: you only have one account to manage which means you can always be sure your tax-free savings are working hard for you.

It is important to make sure you transfer your ISA funds as simply withdrawing the money from your cash ISA, means it will lose its tax-free status forever.

How to transfer your Cash ISA to Skipton

For all our products which allow transfers in, transferring your Cash ISA to Skipton is easy as we will do all of the hard work for you – just follow these three simple steps and we’ll do the rest!

Transferring to Skipton in 3 easy steps:

  1. Simply download and print your application form(s):

    • Option 1 If you would like to open a brand new cash ISA account with Skipton and transfer funds in from another provider click here

      If you are transferring more than one ISA to us you will need to complete an additional Transfer Form(s)

    • Option 2 If you would like to transfer funds from another provider into your existing Skipton cash ISA account click here

      If you are transferring more than one ISA to us you will need to complete an additional Transfer Form

    Need Help?
    View examples of different transfer in requests and the forms that should be completed here

  2. Use our ISA application form check list to make sure you have included everything you need

  3. Then send the relevant forms along with any other material required to:

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

We will do the rest!

On receipt of your transfer instruction we will send it to your current ISA manager, together with confirmation that we will accept the transfer, within five business days of the date of receipt. On receipt of the funds and accompanying information from your current ISA manager, we will credit the funds to your ISA account within three business days of the date of receipt.

Alternatively, to request the forms by post simply call us on 0845 850 1722*. You can also drop into your local branch where our colleagues will be happy to help you.

Have you given us the relevant identification material?

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

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*.

If you would like more information about transferring your ISA to another ISA provider click here

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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