📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

Transfering a matured cash isa

2»

Comments

  • refluxer
    refluxer Posts: 3,222 Forumite
    1,000 Posts Fourth Anniversary Photogenic Name Dropper
    Yorkie1 said:
    If you want to merge (transfer) more than one existing ISA to a single new provider, is there a general experience that the online application will allow the details of more than one of those existing ISAs to be input, or should I expect that a paper form would be needed for those that aren't the ISA to be transferred to be input? 

    For those providers which only allow a transfer in to be done on application (e.g. Castle Trust), that seems a relevant consideration before starting the transfer process.
    As eskbanker mentioned, different ISA providers will have different approaches to this but, in my experience of the providers I've dealt with at least, those who allow transfers-in will usually have the option of requesting multiple transfers, either at the application stage or later (depending on their transfer-in policy).

    Paper transfer forms are usually only needed when either the sending or receiving provider (or both) aren't signed up to use the BACs ISA transfer service and the number of transfers shouldn't change this.
  • Yorkie1
    Yorkie1 Posts: 12,136 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Thanks @refluxer

    I have emailed Kent Reliance BS and they have replied that they would require multiple applications (one per transfer in) and then they would see about combining them afterwards.
  • youngretired
    youngretired Posts: 628 Forumite
    Ninth Anniversary 500 Posts Name Dropper
    Yorkie1 said:
    Thanks @refluxer

    I have emailed Kent Reliance BS and they have replied that they would require multiple applications (one per transfer in) and then they would see about combining them afterwards.
    My sister transferred 2 (Virgin & Santander which matured within a week of each other) into Kent last year all on the original 1 application. It does give you the option to provide more than one account during the online application process. They also do the paper transfer form which you are able to print off and send in by post (if at a later date you want to add to it) though this must be received by them within 30 days of the application.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 351.6K Banking & Borrowing
  • 253.3K Reduce Debt & Boost Income
  • 453.9K Spending & Discounts
  • 244.6K Work, Benefits & Business
  • 599.9K Mortgages, Homes & Bills
  • 177.2K Life & Family
  • 258.2K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.2K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.