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ISA Transfer Application
 
Progress IndicatorProgress indicator - You are currently in the Customer Details section of the application form. This is section 1 of 4.
Customer Details
 Transfer Information
 Transfer Authority
 Confirmation

 

 

ISA Transfer Application

Customer Details

This application form collects information to include within your ISA Transfer Application. Use the appropriate buttons at the end of the application form to proceed or to end your application.Please be aware that some explanatory text is included within the form.

This is stage 1 of 4. Required fields are indicated with an asterisk (*). Please do not use your browser's 'back' button to move back or you may lose some of the information you have already entered.

Introduction


If the provider you are transferring your funds from is not on the provider list or you are transferring a stocks and shares ISA, then you will need to complete the relevant paper ISA transfer form available at rbs.co.uk/isatransfers and post it to the ISA Transfer Team, Everyday Banking, PO Box 5612, MANCHESTER, M61 0WN or drop it off at any branch.

Customer Details

Provide details of the account you wish to transfer into.