Which form when transferring TO Nationwide?

evenasus

Nine_Lives wrote: »

Now i know she only actually has one ISA with them in reality, but if she didn't....? Surely she needs both parts, which makes me wonder why Nationwide shredded the other part.

Hmm, could be the same 'confused' assistant that I had to deal with on a different product.

Nine_Lives

I'll tell her she needs to head back in & speak to them again. Unfortunately she'll likely get the same person, so wont actually get anywhere.

She wont be impressed with me as she hates dealing with all this kind of stuff, whereas i actually enjoy it. Sad really i know lol.

typistretired

Despite both applications going off together to head office only my husband received a letter today confirming that Nationwide have written to our existing provider to request funds from them. Luckily the Saga ISA does not mature until the 17th April 2013.

Nine_Lives

Well i'm in town on Tuesday morning. I know i can't discuss her specific account with them, but i'll be calling in with another set of forms filled out by her & asking them why they told her she doesn't need SF215 since they're not replying via secure message online.

oxfordmark

I had this pack. VERY un happy with the lack of instruction.

Thanks to this thread i can start the paper work.

Its a stupid system, i need to put all my details on the form even though they know them all! With this, i am asking Nationwide to cancel my ISA account. They are asking for my phone number, NI number, email address that was 1) used during the ISA application 2) I am a current customer!

evenasus

oxfordmark wrote: »

I had this pack. VERY un happy with the lack of instruction.

Thanks to this thread i can start the paper work.

Its a stupid system, i need to put all my details on the form even though they know them all! With this, i am asking Nationwide to cancel my ISA account. They are asking for my phone number, NI number, email address that was 1) used during the ISA application 2) I am a current customer!

In your ISA transfer pack, did you not receive the booklet...Transferring your existing cash ISA to Nationwide guide?

oxfordmark

evenasus wrote: »

In your ISA transfer pack, did you not receive the booklet...Transferring your existing cash ISA to Nationwide guide?

No i didnt. The form is asking for all the information i gave when i signed up. waste of time.

Nine_Lives

Got a response from Nationwide via secure message:

[FONT=Arial, Helvetica, sans-serif]Thank you for your message.

[/FONT]
I have spoken to our ISA team who have advised they usually require both parts of them form but in this instance did not and have received your request and will be actioning them anytime in up to 10 working days. I apologise for any inconvenience and confusion caused.
[FONT=Arial, Helvetica, sans-serif]If you need to speak to us about your ISA product please contact our ISA helpdesk, you can contact them on 08456 02 87 81. They are available on this number Monday to Friday, 9am until 7pm and on Saturdays, 9am until 12pm.[/FONT]
I would like to thank you for contacting us. If you need anything else, please reply to this message.

oxfordmark

What a riduculous procedure, waste of my time filling out information they already have about me. Why not a simple form asking for your Nationwide ISA account number and the details of the one you want transfer in?

Nine_Lives

Yeah i really don't see why they can't have ONE form that deals with this & why they need two forms signing. I don't see a need for it myself.


Went into the branch today to sort this proper. The woman at the desk apologised for the poor & false information my wife was given & said yes you do need both parts.