TRANSFER APPLICATION FORM (CASH ISA) - The Earl Shilton 2025

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You can pay into your account by CHAPs, Faster Payments or Standing Order. If youre registered for online services, you can also pay in by debit card. You can do this by logging in, selecting the account you wish to pay in to and following the onscreen instructions.
How to transfer your ISA. To switch providers, contact the ISA provider you want to move to and fill out an ISA transfer form to move your account. If you withdraw the money without doing this, you will not be able to reinvest that part of your tax-free allowance again.
To transfer an ISA via online banking, select the ISA you want to transfer into within online banking. Click on view account details. Youll then see the option to Transfer in savings from another ISA to us.
Is there a charge for transferring a Cash ISA? Whether it costs to transfer a Cash ISA will depend on who you have the ISA with and which product youve got. Transfer charges may apply, please check with your existing provider.
You might be charged for moving an ISA but it all depends on the type of transfer: Transferring between cash ISAs or into a stocks and shares ISA is usually free, unless youre moving money from a fixed rate, fixed-term account that has an early withdrawal penalty.
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When you log in, select Account Options and then Manage ISA and then select Transfer a YBS ISA. If you manage your account via one of our branches or by phone, or if your current provider doesnt allow online transfers, please download one of the transfer forms below.
To switch providers, contact the ISA provider you want to move to and fill out an ISA transfer form to move your account. If you withdraw the money without doing this, you will not be able to reinvest that part of your tax-free allowance again.
If you wish to transfer ISAs from different providers, you must complete an authority form for each transfer request. Transferring your Cash ISA from one institution to another can take up to 15 business days. Please note the transfer of Stocks Shares ISAs may take longer.

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