ISA Transfers

I want to...

Transfer my ISA to Leeds Building Society (from another ISA provider)

The first thing you need to do is open the Leeds Building Society ISA that you want to transfer to. Then:

Next, post the form to:

Investment services
Leeds Building Society
105 Albion Street
LS1 5AS

We'll take care of the rest.

You can also do this in branch. Find your local branch.

Transfer my Leeds Building Society ISA to a different Leeds Building Society ISA product

Please write to us. Your letter needs to:

  • Tell us which ISA product you want to transfer to
  • Confirm that you have read and understood the terms and conditions (of the new product)

Send your letter to:

Investment Services
Leeds Building Society
105 Albion Street
LS1 5AS

We'll take care of the rest.

Transfer my ISA to another ISA provider (from a Leeds Building Society account)

You need to contact the new provider. They'll tell you what you need to do.

We'll transfer the funds to your new ISA provider within 5 business days of receiving the transfer instruction form from them.

Fund my Leeds Building Society ISA from an account held with Leeds Building Society

You'll need to write to us. In your letter, please include:

  • The account number you want to transfer money from
  • The account number you want to transfer money to
  • The amount you want to transfer

Please note that the letter must be signed in line with the withdrawal mandate on the originating account.

The maximum you can invest in the 2017/18 tax year is £20,000 (less any amount invested in a Stocks and Shares ISA and/or an Innovative Finance ISA and/or Lifetime ISA in the same tax year).

Send your letter to:

Investment Services
Leeds Building Society
105 Albion Street
LS1 5AS

We'll take care of the rest.

 

Transfer funds from a non-Leeds Building Society account to my Leeds Building Society ISA

First, check that the ISA you hold with us is still accepting funds. You should be able to find details of this in the Terms and Conditions of the account. If not, please get in touch with us to find out.

If you haven't paid into the ISA in the previous tax year, you'll need to contact us for a re-activation form before transferring in any funds.

If you want to send funds electronically, you'll need to send them to:

Sort code: 40-27-15
Account number: 12440040
Reference/Roll Number: Your 10-digit account number

Send cheques to:

Investment Services
Leeds Building Society
105 Albion Street Leeds
LS1 5AS

The maximum you can invest in the 2017/18 tax year is £20,000 (less any amount invested in a Stocks and Shares ISA and/or an Innovative Finance ISA and/or Lifetime ISA in the same tax year).

 Please note: Leeds Building Society only offers cash ISAs.

 

Withdrawals/transfers to non-ISA accounts

If you withdraw money from an ISA account or transfer money from an ISA to a non-ISA account, the funds you withdraw will lose their tax-free status, and you will lose that proportion of your annual ISA allowance.

 

How long will it take?

We try to complete all ISA transfers as quickly as possible. The deadline for external ISA transfers is 15 working days for cash ISAs.

 

Please Note: Adobe Reader is required to view our ISA Transfer and Application Forms. If your computer doesn’t already have this software you can download the latest free version from the adobe website at www.adobe.com

For more information on transferring your ISA, take a look at the Building Societies Association's 'Transferring your cash ISA' leaflet.