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Cash ISA married / maiden name transfer issue.
dj_air_eye
Posts: 15 Forumite
Last year I took out a 1yr cash ISA with Nat West which has now matured and is languishing in their low paying instant access ISA.
I tried to transfer it to another provider but it was rejected as the names didn't match.
The issue is that although I am married I kept a Nat West current account open for my self -employed work as everyone knows me by that name in my business. My main (married name) current account is with Nationwide.
Obviously at the time I overlooked the fact that it would be a problem come maturity and Nat West simply processed my application in my maiden name.
Unfortunately I have none of the required ID documents in my maiden name so the new provider won't accept my transfer.
Is there a way out of this dilemma without losing my ISA protection.
Thanks
I tried to transfer it to another provider but it was rejected as the names didn't match.
The issue is that although I am married I kept a Nat West current account open for my self -employed work as everyone knows me by that name in my business. My main (married name) current account is with Nationwide.
Obviously at the time I overlooked the fact that it would be a problem come maturity and Nat West simply processed my application in my maiden name.
Unfortunately I have none of the required ID documents in my maiden name so the new provider won't accept my transfer.
Is there a way out of this dilemma without losing my ISA protection.
Thanks
0
Comments
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Marriage certificate. It will have your previous name as well as your current one to link the two.
I've been asked for this by NatWest when I've received a cheque intended for me but with my forename and my OH's surname on it.I’m a Forum Ambassador and I support the Forum Team on Debt Free Wannabe, Old Style Money Saving and Pensions boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the report button, or by emailing forumteam@moneysavingexpert.com. All views are my own and not the official line of MoneySavingExpert.
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⭐️🏅😇🏅🏅0 -
The new provider has stated that in order to make the transfer
"All details must match"0 -
Can you submit a change of name by marriage request to Nat West just for the ISA? Then transfer it.0
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