Natwest and RBS online ISA transfer form.

anotherquestion

Hi,

I do know that Natwest and RBS give an option for details of an ISA transfer when someday is opening an account, but has anyone used the online form after account has been opened rather than posting off the ISA transfer form in the welcome letter?

I have found this on Natwest site, 

NatWest - ISA Transfer Application - Customer Details

I take it RBS have a similar online form.

I have posted my own but my partner has not received hers in post yet.
As Monday the 7 August is a bank holiday, and cut off date for receiving the forms is 14 August, we are looking at the online ISA transfer option.

Thanks for any information.

Stargunner

You can download the ISA transfer form from the Nat West website rather than waiting for the welcome pack.

anotherquestion

Thanks, I did notice that the address on the downloadable form is a Manchester address whereas the form I got in the welcome letter I sent off to Edinburgh.

Still wondering as well if filling it in online ok.
Thanks.

derrick

anotherquestion said:

Hi,

I do know that Natwest and RBS give an option for details of an ISA transfer when someday is opening an account, but has anyone used the online form after account has been opened rather than posting off the ISA transfer form in the welcome letter?

I have found this on Natwest site, 

NatWest - ISA Transfer Application - Customer Details

I take it RBS have a similar online form.

I have posted my own but my partner has not received hers in post yet.
As Monday the 7 August is a bank holiday, and cut off date for receiving the forms is 14 August, we are looking at the online ISA transfer option.

Thanks for any information.

07th August is only a BH in Scotland & ROI.

ScarletBea

I've used that online form to transfer 2 more small ISAs to Natwest, from easy access, and it was done around 6-10 working days later. No need to send anything, all done online.

MDMD

ScarletBea said:

I've used that online form to transfer 2 more small ISAs to Natwest, from easy access, and it was done around 6-10 working days later. No need to send anything, all done online.

Yes but that only works is the ISA currently is held in one of the limited number of banks on the list. If not you have to print and post a form.

The list is so out of date it has Cheltenham and Gloucester BS which was taken over by Lloyds years ago and hasn’t issued any products since around 2013. Also Dunfermline BS who haven’t existed since around the same time.

sparkiemalarkie

ScarletBea said:

I've used that online form to transfer 2 more small ISAs to Natwest, from easy access, and it was done around 6-10 working days later. No need to send anything, all done online.

Hi, is it possible to explain how you have managed to do this on line?
many thanks
sx

Stargunner

sparkiemalarkie said:

ScarletBea said:

I've used that online form to transfer 2 more small ISAs to Natwest, from easy access, and it was done around 6-10 working days later. No need to send anything, all done online.

Hi, is it possible to explain how you have managed to do this on line?
many thanks
sx

You type in google, transfer Isa to Nat West.

That  gives you a link to the Nat West website with details how to do it and when you click the correct  link it opens the online transfer form 

sparkiemalarkie

Brilliant, thank you

sx