How do I transfer my ISA from another provider to a Cash ISA with the West Brom?
If you want to move your current or previous years' Cash ISA balances between providers, there's a transfer process that safeguards your tax-free allowance.
As long as your new account allows transfers, you can transfer money into it by sending us the appropriate ISA transfer Letter of Authority as part of your application.
For Direct accounts:
Direct accounts include accounts opened online, by post and in branch, but not WeBSave accounts.
Cash ISA to Cash ISA - Direct accounts
Send your cmpleted form to:
FREEPOST THE WEST BROM
Write the address exactly like this, in capitals and on one line. You don’t need to use a stamp. Royal Mail delivers Freepost as Second Class mail.
Stocks and Shares ISA to Cash ISA - Direct accounts
Send your cmpleted form to:
FREEPOST THE WEST BROM
Write the address exactly like this, in capitals and on one line. You don’t need to use a stamp. Royal Mail delivers Freepost as Second Class mail.
For WeBSave accounts:
Cash ISA to Cash ISA - WeBSave accounts
Send your completed form to:
West Bromwich Building Society
PO Box 971
1 Cobalt Park Way
WALLSEND
NE28 5FE
Stocks and Shares ISA to Cash ISA - WeBSave accounts
Send your completed form to:
West Bromwich Building Society
PO Box 971
1 Cobalt Park Way
WALLSEND
NE28 5FE
If you don't already have a West Brom account, we may also need you to provide documents to confirm your identity. Please read our important information on ID leaflet.
Once we've received your documents, we'll:
- Request the transfer from the other ISA provider.
- If applicable, return original identification documents.
When we've received the funds and correct documentation from the other ISA provider, we'll:
- Process the transfer.
- Confirm the details of the transfer in writing.