How to apply – Transfer of an existing Cash ISA only
You can apply to transfer an existing Cash ISA to a new 2 Year Fixed Rate Cash ISA account in the following ways:
• By post:
• By visiting our Epsom branch, which can be found in Ashley Square, Epsom, Surrey, KT18 5DD
• Request an application pack over the phone: Call us on 03330 140141
Please note, you can’t apply online to transfer an existing Cash ISA into a new 2 Year Fixed Rate Cash ISA if you are not adding new money as part of this year’s ISA subscription. However, you will be able to manage your account online once it has been opened. If you are a new customer, you should wait to receive your new ISA account number from us before registering for our Online Service. Your account number will be sent to you once the transfer has been completed and your new account opened. If you already use our Online Service, you do not need to register again to view the account once it has been opened.
To transfer your existing Cash ISA to the Family Building Society, you will need to complete and send us both a 2 Year Fixed Rate Cash ISA Application Form (click on “REQUEST AN APPLICATION PACK” above right) AND a Cash ISA Transfer Authority Form. We will then notify your current ISA provider so that the transfer can begin in line with their terms and conditions. The process can take up to 15 working days from receipt of an application form and transfer request form to the new account being opened. It varies depending on the speed with which your existing ISA manager responds to our request.
How to apply – Current year’s ISA subscription
You can apply to open a 2 Year Fixed Rate Cash ISA account with money for this year’s ISA subscription in the following ways:
• By post:
• By visiting our Epsom branch, which can be found in Ashley Square, Epsom, Surrey, KT18 5DD
• Request an application pack over the phone: Call us on 03330 140141
Please note, if you are transferring an existing Cash ISA to the Family Building Society as well as adding money as part of this year’s ISA subscription, you will need to complete a Cash ISA Transfer Authority Form as well as a 2 Year Fixed Rate Cash ISA Application Form (obtained either from your online application or the “Download an Application pack” link above right). On receipt of these we will then notify your current ISA provider so that the transfer can begin in line with their terms and conditions. The process can take up to 15 working days from receipt of an application form and transfer request form to the new account being opened. It varies depending on the speed with which your existing ISA manager responds to our request.
Operating an account on behalf of someone else
This account is available for operation by Third Parties, Attorneys and Deputies. For information on how to set up any of these on your accounts please refer to our FAQs page where all the information you should need can be found.
If you have already set up Power of Attorney, a Deputy or Third Party and wish to open this account, please also refer to our FAQs page where you can find details of the forms we require.
If you have any further account opening queries please contact our New Business Team on
03330 140141.
Use of a debit card to deposit savings
Please note that the debit card you use to deposit money via the Online Service should be registered to the address we hold for you.
Debit card transactions are subject to approval by your bank and may be declined if you do not have sufficient funds available in your bank account or the transaction exceeds your bank's anti-fraud limits.
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