NatWest ISA help please

sparkiemalarkie

Hi I opened 2 NatWest ISAs 1yr & 2yr fixed on 20th July.
I didn't opt to transfer in immediately but want to do that now.
I've tried to find out how to do it or even if I still can - maybe the transfer window has passed.

I'm wading through the info on this site and from NatWest communications but I'm not finding the info I need.

I just need to know how to transfer in.....
If it's only by form can I put both transfer forms into the same envelope...
How long do I have before the transfer window closes.....

tia

sx

p00hsticks

According to the bottom of this page,
Fixed Rate ISA | ISA Rates | NatWest
 the key dates are

Closing date to open your account - Existing Customer  - 14 August 2023

Closing date to open your account - New Customer        - 09 August 2023

Last date for receipt by us of external ISA transfer requests   - 14 August 2023

Last date for receipt by us of NatWest internal ISA transfer requests - 28 August 2023

Last date to make payments or withdrawals - 01 September 2023

Start Date - 04 September 2023

sparkiemalarkie

Thank you!! I didn't scroll down far enough
sx

trickydicky14

Advice please, I’ve set up a 2 year ISA with NatWest, no issue doing that. I have some money ready to move into the account in the next two weeks, so far so good.

I have an ISA with YBS opened and funded last year with only around 4K in it. I’m now thinking should I move it over to NatWest, have I left it too late, should I have done it during my application and if not too late, how do I go about it please as I would imagine time is running out.

sparkiemalarkie

I don't think you have left it too late .
According to p00hsticks post above 

Last date for receipt by us of external ISA transfer requests   - 14 August 2023

I think the transfer form has to be printed off, completed and posted

trickydicky14

sparkiemalarkie said:

I don't think you have left it too late .
According to p00hsticks post above 

Last date for receipt by us of external ISA transfer requests   - 14 August 2023

I think the transfer form has to be printed off, completed and posted

I've just looked at my NatWest account and YBS is not listed on the ISA transfer list so yes I would have to print off and post a form, can't use the online form, unfortunately I'm working away from home for a week and can't print the bloody form.

tony_1

There is other on the list I am sure -- use that but you need to put in your 10 digit as a reference that should work , I did not put the reference on only the 8 digit acc No and it got rejected then had do fill in paper form . Worth a call to confirm that would work. (YBS said it needed the 10 digit ref.)

trickydicky14

tony_1 said:

There is other on the list I am sure -- use that but you need to put in your 10 digit as a reference that should work , I did not put the reference on only the 8 digit acc No and it got rejected then had do fill in paper form . Worth a call to confirm that would work. (YBS said it needed the 10 digit ref.)

unfortunately 'other' is not on the form.

tony_1

It is between Nationwide and Post office just went through the first few parts of online form filling , maybe it is only there on a fresh application using transfer in option .

sheslookinhot

trickydicky14 said:

tony_1 said:

There is other on the list I am sure -- use that but you need to put in your 10 digit as a reference that should work , I did not put the reference on only the 8 digit acc No and it got rejected then had do fill in paper form . Worth a call to confirm that would work. (YBS said it needed the 10 digit ref.)

unfortunately 'other' is not on the form.

Just filled in an application form today and “Other” was an option on the list of providers to transfer from. The next page I was  able to add Yorkshire.

trickydicky14

sheslookinhot said:

trickydicky14 said:

tony_1 said:

There is other on the list I am sure -- use that but you need to put in your 10 digit as a reference that should work , I did not put the reference on only the 8 digit acc No and it got rejected then had do fill in paper form . Worth a call to confirm that would work. (YBS said it needed the 10 digit ref.)

unfortunately 'other' is not on the form.

Just filled in an application form today and “Other” was an option on the list of providers to transfer from. The next page I was  able to add Yorkshire.

Well that's good to know, but I have looked through that list a dozen times and can't find 'other' listed, we are talking NatWest and not RBS?. What I find strange is, why would they say 'if your provider is not listed, download and fill out this form and post it' if you can use other, then that would cover all providers? not saying you are wrong, I just hit a brick wall on this, in fact the other day I have posted the hard copy to the Manchester address and hope I get it sorted in time. Thanks for your reply.