ISA Transfers

Looking to transfer your existing ISA into an account with us?

How do I transfer my ISA?

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. 

Please check with your current ISA Provider that they are able to issue a cheque when transferring your ISA to Dudley Building Society, as we are unable to accept electronic transfers.

ISA transfers into a new account

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.

Proof of Identification

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. 

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  

ISA transfers into an existing account 

To transfer an ISA into an existing account, please complete and sign a ISA Transfer In form. 

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.

Contact Us

If you have any questions or queries regarding your ISA Transfer, please call our Customer Service Team on 01384 231414. 

Find out more

Contact Us