Dudley Building Society 18 Month Fixed Rate ISA

paul235

How do you just transfer an ISA to them as it only allows to do so  if you open and fund for current year as well?

eskbanker

Most ISA providers will permit a transfer to replace the requirement to fund with new money, so worth asking them, but if they don't allow this (and you have no residual 2024/25 annual allowance) then you'd have to go elsewhere.

refluxer

As mentioned, you should be able to open the cash ISA with a transfer only.


From https://www.dudleybuildingsociety.co.uk/savings/existing-customers/isa-transfers/

ISA transfers into a new account

Should you wish to open a new Cash ISA to accept the transfer, please complete and sign our ISA Application Form. This form can be obtained from our website, any branch, or a pack can be sent out via the post upon request. 

Alternatively, proceed to open a new Cash ISA via our Online Service.

Please note that two forms of original identification may be required.

Proof of Identification

An ISA Transfer In Form will also need to be completed and signed. When completing this form, the name of your current ISA Provider and account number of the ISA that you wish to transfer to Dudley Building Society must be completed. 

paul235

refluxer said:

As mentioned, you should be able to open the cash ISA with a transfer only.


From https://www.dudleybuildingsociety.co.uk/savings/existing-customers/isa-transfers/

ISA transfers into a new account

Should you wish to open a new Cash ISA to accept the transfer, please complete and sign our ISA Application Form. This form can be obtained from our website, any branch, or a pack can be sent out via the post upon request. 

Alternatively, proceed to open a new Cash ISA via our Online Service.

Please note that two forms of original identification may be required.

Proof of Identification

An ISA Transfer In Form will also need to be completed and signed. When completing this form, the name of your current ISA Provider and account number of the ISA that you wish to transfer to Dudley Building Society must be completed. 

Online transfer requires to complete payment details including payment for current tax  year before application can be submitted. I do not know if it will take payment if I submit.

jimjames

Have you funded your ISA this year? If you have any spare capacity then putting £1 in this ISA would get round the issue as you can now fund multiple ISAs within the £20k limit