Halifax Offering £100 To Switch To Them

apples1

regularsaver1 wrote:

Halifax Bank of Scotland use Roll numbers beginning with D/ - this would appear on the letter asking for the funds to activate the account and order card

you can do the transfer forms in the branch at the same time after crediting the £100 which has to stay in the account over night to order card - can be withdrawn next day

A branch?? What is one of those? The very thought of gong into a real live branch - who ever heard of such a thing!!!;)

lipidicman

Ok I am going for this. I will reduce my reg saver SO to the minimum and top it up manually with a cheque for a few months. This way if halifax mess up I dont lose out.

Now, can I apply for the account and the switch online. Branch said 'in branch' website seems to say you can do it there. Why do the halifax never give a straight answer

Also, the website says have your employers details handy. I want to credit the £1k manually, so do I have to give this?

thumshie

lipidicman wrote:

Now, can I apply for the account and the switch online. Branch said 'in branch' website seems to say you can do it there.

You can apply online, but it'll probably be quicker in the branch. There they'll take photocopies of your id's and take the £100 deposit straight away(see other posts), giving you your roll number sort/account number there and then. If you do it online you may need to then send off the id(Or take it to a branch?) transfer the £100...Also people seem to be waiting days to get the email confirmation.

lipidicman wrote:

Also, the website says have your employers details handy. I want to credit the £1k manually, so do I have to give this?

Web asks for employement details, but also has a 'how are you going to fund the account?' question where you can select 'savings' or multiple sources..not sure tbh what will happen there!

lipidicman

I was hoping the id could be avoided, I have other accounts (but no CA) with Halifax

apples1

lipidicman wrote:

Ok I am going for this. I will reduce my reg saver SO to the minimum and top it up manually with a cheque for a few months. This way if halifax mess up I dont lose out.

Now, can I apply for the account and the switch online. Branch said 'in branch' website seems to say you can do it there. Why do the halifax never give a straight answer

Also, the website says have your employers details handy. I want to credit the £1k manually, so do I have to give this?

I applied for the a/c online. I got the confirmation in the post within a week (although the letter from the transfer dept came a day ealier than the one saying the a/c was open & giving me the a/c number etc!). I have paid in the £100 online and returned my form today that they sent with the letter in the reply paid envelope. I assume the transfer dept will then send a list of the standing orders/ direct debits etc on my "old" a/c for me to confirm I want to transfer over. I was not asked for ID. No need to step outside the door other than to the post box!!!

You do have to give your employers details but can opt not to fund the a/c with your salary. That's what i did.

HTH

lipidicman

Ok, so I need my 'old' account number then I can do it online.

Where you an existing customer apples1? or do they do online id checks (electoral roll etc)

apples1

lipidicman wrote:

Ok, so I need my 'old' account number then I can do it online.

Where you an existing customer apples1? or do they do online id checks (electoral roll etc)

Yes you will need to give the bank a/c number and sort code for the a/c you wish to "transfer".

I am transfering from a RBS (Royal bank of Scotland) a/c (the one I opened last year to get their free £100!!) I assume they just do a credit check. I wasn't asked for anything other than the normal address etc. Just follow the online application process it only takes a few minutes.

YorkshireBoy

lipidicman wrote:

Ok, so I need my 'old' account number then I can do it online.

Under the terms of the switching offer, you have until 30th April to submit your transfer details.

There's no (immediate) rush!

thumshie

lipidicman wrote:

I was hoping the id could be avoided, I have other accounts (but no CA) with Halifax

To quote Halifax's web site:
http://www.halifax.co.uk/bankaccounts/applyonlinehighinterest.asp

WebSite wrote:

As part of our product opening process we have to confirm your name and address, we are required by law to do this. To help us do this you may be asked to visit your branch with further information...

http://www.halifax.co.uk/SecurityandPrivacy/provingyouridentity.asp

WebSite wrote:

When applying online you will be told during the application process which options are available to you.

Pretty certain i was told I'd need to bring id in..not 100% sure...


Further to YorkshireBoys reply...
again from the web site http://www.halifax.co.uk/bankaccounts/switchingtous.asp

web wrote:

1. To qualify for the £100 switching payment you must open a new Halifax current account between 5th February 2007 and 23rd March 2007. All account openings are subject to acceptance.
...
3. Our Switching Team must receive your completed switching instruction forms by 30th April 2007.

So two important dates, but plenty of time for both.....

regularsaver1

lipidicman wrote:

Ok I am going for this. I will reduce my reg saver SO to the minimum and top it up manually with a cheque for a few months. This way if halifax mess up I dont lose out.

Now, can I apply for the account and the switch online. Branch said 'in branch' website seems to say you can do it there. Why do the halifax never give a straight answer

Also, the website says have your employers details handy. I want to credit the £1k manually, so do I have to give this?

yes you can do it online, but you need to fund the account with £100 before the switching will start

don't worry about the employer bit - this is optional should you want the aats transfer team to changes wages