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Can my spouse or civil partner transfer the ISA to an existing or new account within Family Building Society?

Yes. We would require the Grant of Probate or the witnessed Statutory Declaration together with identification from the Executors if they are not already known to us.

If the surviving spouse or civil partner is an existing customer, we can accept a written and signed declaration covering the following points:

  • A formal request to transfer the funds to their ISA with the Society.
  • A declaration that they are the surviving spouse or civil partner.
  • Confirmation of the date of marriage or civil partnership.
  • Confirmation that they resided at the same address as the deceased upon the death of their spouse or civil partner.
  • Confirmation that they were not separated.

Alternatively, a Deceased Transfer Authority form can be requested and completed by the surviving spouse or civil partner together with identification and Probate documents.

If a new ISA is required to transfer the APS allowance, an application form will need to be completed by the surviving spouse or civil partner and sent to us with the requested Probate documents and identification.       

Family Building Society
Ebbisham House
30 Church Street
Epsom
Surrey KT17 4NL
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