You can usually transfer your ISA between different providers – but always check first, as not all our ISA products allow you to complete a transfer in.
If you want to transfer your Dudley Building Society ISA to a different provider, ask your new ISA provider to arrange the transfer for you, as this is not something you can do yourself.
Never withdraw money from a Cash ISA to send to your new ISA provider, as you will immediately lose all the tax benefits.
We are now accepting electronic transfers.
Should you wish to open a new Cash ISA to accept the transfer, please complete and sign our ISA Application Form. This form can be obtained from our website, any branch, or a pack can be sent out via the post upon request.
Alternatively, proceed to open a new Cash ISA via our Online Service.
Please note that two forms of original identification may be required.
An ISA Transfer In Form will also need to be completed and signed. When completing this form, the name of your current ISA Provider and account number of the ISA that you wish to transfer to Dudley Building Society must be completed.
Shares & Stocks ISA Transfer In Form
If you wish, you can make your current ISA year subscription ahead of the ISA transfer being received from your current ISA provider. You will begin to earn interest from the date of the first deposit.
You can return the completed form(s) to us by email at
[email protected], dropping them into your local branch or posting them to our Principal Office:
7 Harbour Buildings
The Waterfront
Brierley Hill
DY5 1LN
To transfer an ISA into an existing account, please complete and sign a ISA Transfer In form.
When completing this form, the name of your current ISA Provider and account number of the Cash ISA that you wish to transfer to Dudley Building Society must be completed.
You can return the completed form(s) to us by email at
[email protected], dropping them into your local branch or posting them to our Principal Office:
7 Harbour Buildings
The Waterfront
Brierley Hill
DY5 1LN
ISA Transfer In Procedure
We will follow the process below upon receipt of your instruction to transfer an ISA to Dudley Building Society.
Step 1. ISA Transfer in Form and application received
Once we receive your ISA Transfer-In Form and application, under ISA regulations, we have 5 working days to send the Transfer Form to the existing ISA provider. We will let you know once this has been completed.
This can take up to 5 working days.
Step 2. ISA History Form received
The existing Cash ISA provider then has 5 working days to action the request.
They will be required to forward an ISA History form to the Society along with the funds, or notify the Society of any delay.
This can take up to 5 working days.
Step 3. Funds credited to your ISA
To complete the process, the transferred funds will be credited to our account within 3 working days.
Interest will begin to be earned on the transferred funds from the date the cheque was issued.
This can take up to 3 working days.
Important things to note
All documentation will be sent by first class post, but please allow 1 working day for this to be received.
If any instruction is received after normal working hours, then it is treated as having been received at the following day.
If you have any questions or queries regarding your ISA Transfer, please call our Customer Service Team on 01384 231414.
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