Stocks & Shares ISA transfers

jose45

Hi Martin, I need help. 

I have two stocks & shares ISA's with a single provider.They are both 

funds I need to transfer them to a cash ISA I hold with a Building Society. How do I do it?

I have 2x transfer forms from the Building Society

I have 2 x withdrawal forms from the Fund manager

The difficulty I have at the moment is I have no ISA ref. No for the funds. Just a n account number for each.

Neither website is very informative

Thanks

Jose Green

Albermarle

You are not speaking directly to Martin, this is a public forum and anyone can answer.
First important point is with ANY ISA transfer you do not ever withdraw any money/funds yourself . If you do it will lose its tax free ISA status. 
You should only apply for the transfer with the receiving provider and they should organise it . Of course you will have to provide then with the details of the accounts that you want to transfer from . An account number should be enough.
The S&S ISA providers will cash your investments in before transferring them .

dunstonh

Hi Martin, I need help.

You are not going to get it from Martin

I have 2x transfer forms from the Building Society

I have 2 x withdrawal forms from the Fund manager

Dump the withdrawal forms -  you are not making a withdrawal.

The transfer forms from the building society are what you use.

The difficulty I have at the moment is I have no ISA ref. No for the funds. Just a n account number for each.

The account number is what you use.