Transfer Natwest --> A&L

osaddict

I've successfully opened my A&L ISA Account, and made a 'test' deposit from my linked account which worked fine, so I intend to fill up the remainder (£3,600 this year yeah?!)

That's all good, however, I now need to transfer my Natwest ISAs to the A&L Account, now they sent me a form in the post, this contains:

• National Insurance number
• A&L ISA Account number
• Natwest ISA Account number
• Natwest branch address
• My signature

Firstly - is this safe to send in the post, logically I suppose it is, but it goes against the grain slightly.

Secondly, there is a part in the form towards the bottom:

'My Evidence of Investment / Passbook is enclosed. The funds will be transferred to a Cash ISA Which I have already opened with A&L'

All good, but what evidence of investment can I enclose?! I dont have a 'passbook' either? - What, if anything do I need to send?

Baldur

osaddict wrote: »

All good, but what evidence of investment can I enclose?! I dont have a 'passbook' either? - What, if anything do I need to send?

Suggest that you download & print this A & L 2008/9 ISA transfer form, which doesn't require the above 'evidence'.

As far as the safety of posting is concerned, even if you hand the form into an A & L branch, they will post it to their ISA centre....;)

osaddict

I suspected they would just post it themselves anyhow, so I may as well do it myself.

Yeah, There's no mention of the passbook thing on the other form is there - I printed that out ages ago when you linked me to it before Baldur, perhaps Ill give them a call and see what they have to say!

Baldur

osaddict wrote: »

Yeah, There's no mention of the passbook thing on the other form is there - I printed that out ages ago when you linked me to it before Baldur, perhaps Ill give them a call and see what they have to say!

See this post.