Transferring Payments into new account?

bev309

I have just opened a new account going from a Natwest Step to a Current Plus. I now need to get all my wages, child benefit & tax credits etc transferred to the new account. As I am not technically a 'new' customer is there any service they offer to do this for me, or do I have to ring about & do it myself :rotfl:
Thanks

cupcake83

bev309 wrote: »

I have just opened a new account going from a Natwest Step to a Current Plus. I now need to get all my wages, child benefit & tax credits etc transferred to the new account. As I am not technically a 'new' customer is there any service they offer to do this for me, or do I have to ring about & do it myself :rotfl:
Thanks

When you opened the account was there any mention of a switching service, some banks offer this but may only be to new customers. Try calling their customer services and checking.

bev309

cupcake83 wrote: »

When you opened the account was there any mention of a switching service, some banks offer this but may only be to new customers. Try calling their customer services and checking.

No I can't recall anything, so probably just for new customers then. Will probably do it myself then just to make sure it is done!!!

onlypaddy

have you opened a new account or upgraded the old one? if its an upgrade the account numbers should remain the same

bev309

onlypaddy wrote: »

have you opened a new account or upgraded the old one? if its an upgrade the account numbers should remain the same

It's a new account so different account number. I guess I will just transfer everything myself - It shouldn't be too much hassle. I just need to make sure everything is ok with the acct first as there has been a mix up with my husbands surname. Natwest have said they will sort it, but have yet to receive anything through post, so not going to transfer until we do!!!
Thanks!

brokeinyorkshire

I think the switching service is for moving Direct Debits across from other banks, but don't quote me on that.

When i changed i just rang the tax credit & child benefit offices & said i wanted to change the bank account that my money got paid into.
It was easily done and snag free.

For my wages i changed the details on our in house HR system.

Slightly OT but even though Nat West switched all my DDs, i still rang round to make sure they were all set up ok as a precaution!

bev309

brokeinyorkshire wrote: »

I think the switching service is for moving Direct Debits across from other banks, but don't quote me on that.

When i changed i just rang the tax credit & child benefit offices & said i wanted to change the bank account that my money got paid into.
It was easily done and snag free.

For my wages i changed the details on our in house HR system.

Slightly OT but even though Nat West switched all my DDs, i still rang round to make sure they were all set up ok as a precaution!

Yes, i think that is what I will do - just need my online banking to work now & will get started

jonesMUFCforever

How silly a system is that then if indeed Nat West operate this way.
Surely changing the account type and keeping the same account number would be a lot less work all round unless I'm missing something?

bev309

jonesMUFCforever wrote: »

How silly a system is that then if indeed Nat West operate this way.
Surely changing the account type and keeping the same account number would be a lot less work all round unless I'm missing something?

Yep, but 1. They apparently don't 'upgrade' step accounts, & 2. After filling in online application - choosing existing customer - & filling in all the details, they insist I put my husbands middle name down as his surname - apparently that is how it was entered on the form!?!? I have rung them to rectify as his chequebook & card obviously have the wrong name on them, pointed them to our other 2 accts to show them he is who is say he is, & they have said they will link the accts.