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ISA Transfer form - Royal Bank of Scotland

ISA Transfer form - Royal Bank of Scotland 2025

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The document is a Cash ISA Transfer Request form for customers wishing to transfer their Cash ISA to the Royal Bank of Scotland (RBS). It includes sections for customer details, transfer information, and transfer authority, requiring personal information and consent for the transfer process. Customers can choose to close and transfer their ISA or undertake a partial transfer, with specific instructions on how to complete the form and where to send it.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Does transferring an ISA count as opening a new one?

No. You could transfer an ISA worth over 20,000 at the beginning of the tax year and then contribute up to 20,000 to your new ISA in that year.

Can I transfer an ISA online?

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. Select the option to Find out more which will direct you to a link to access our form.

How to transfer ISA bank of Scotland?

To transfer in to an Investment ISA log in to your Bank of Scotland Investment ISA by using Internet Banking. When youre logged into your account you can complete our transfer form. Well take care of the rest.

How do I transfer money from Royal Bank of Scotland?

How do I make a payment or transfer using the mobile app? Tap Payments on the bottom of the home screen. Make sure the account shown is set to the account that you want to make the payment from. Select Send money then Make a payment Tap on the existing payee you would like to pay or tap Pay someone new

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