Get Cash Isa Transfer Request - Natwest

Filling out the Cash ISA Transfer Request form for NatWest is a straightforward process that allows users to securely transfer their Individual Savings Account. This guide provides detailed steps to help you complete the form accurately and efficiently, ensuring a smooth transfer experience.

Follow the steps to fill out your Cash ISA Transfer Request form successfully.

1. To obtain the Cash ISA Transfer Request form, press the ‘Get Form’ button. This will allow you to access the document in the designated editor.
2. Begin by entering your personal details in the 'Customer details' section. This includes selecting your title (Mr, Mrs, Miss, Ms, or Other), and then providing your first name, middle name(s), and surname.
3. Continue by completing your address information. Fill out address line 1 through address line 4, followed by your postcode. Ensure that you also provide your NatWest ISA number and sort code.
4. Next, include your National Insurance number and date of birth in the format DD/MM/YYYY.
5. Move to the 'Transfer information' section. Here, specify the name of your current Cash ISA provider, their related existing ISA number, sort code, and roll/reference number.
6. Indicate whether you wish to close and transfer the ISA or undertake a partial transfer. For partial transfers, specify if you want to include any subscriptions made in the current tax year.
7. If opting for a partial transfer, indicate the amount you wish to transfer in pounds (£) and select whether you want to include the current year subscription.
8. In the 'Transfer authority' section, authorize your existing ISA manager to proceed with the transfer and provide necessary information to NatWest. Also, choose if you consent to serve the notice period or proceed immediately.
9. Sign the form in the designated area, print your name in full, and include the date in the format DD/MM/YYYY.
10. Once completed, ensure to forward the signed form to NatWest at the retail processing operations address provided.

Begin filling out your Cash ISA Transfer Request online to ensure a seamless transfer process.