Your ISA transfer options

Before you transfer an ISA to us

  • Check with your existing provider that your ISA can be transferred.
  • Have the name of your existing provider ready, as well as the ISA account number and sort code, or roll number (if applicable).
  • Find out your ISA’s maturity date (if you have one and it hasn’t already matured).
  • Check the amount you’ve paid into your ISA this tax year to make sure you're within your annual limit. You’ll need to transfer that amount.
  • Transfers can take up to 15 working days for cash ISAs and 30 calendar days for stocks and shares ISAs.
  • For transfers from stocks and shares ISAs the full balance must be transferred. For transfers from cash ISAs the full balance saved in this tax year must be transferred, but you can choose to transfer all or part of the savings from previous tax years.

Transfer my ISA to Leeds Building Society from another ISA provider

Online

First, you'll need to open a Leeds Building Society cash ISA to transfer your money into. Then, you'll need to complete an ISA transfer form.

By post

You can also transfer your ISA by printing and filling out:

You just need to post your form to:

Customer Services

Leeds Building Society
 Head Office


26 Sovereign Street


Leeds

West Yorkshire


LS1 4BJ

Pop into branch or call us

You can also transfer your ISA by popping into one of our branches or by calling us on 03450 505 075.

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

You’ll firstly need to check your ISA's terms and conditions to check if it still accepts funds. If you’re still not sure, just get in touch with us.

Bank transfer

To send money electronically, use these details:

  • Sort code: 08-61-19
  • The first 8 digits of your 10 digit account number

Send cheques to:

Customer Services
Leeds Building Society Head Office
26 Sovereign Street
Leeds

West Yorkshire
LS1 4BJ

Just one thing to note, Leeds Building Society only offers cash ISAs.

Transfer to my Leeds Building Society cash ISA from another account held with Leeds Building Society

Transferring from your other account

Log into your account and send us a secure message, or visit us in branch if you have a non-online account. You can also 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.

Sign and send your letter to:

Customer Services
Leeds Building Society Head Office
26 Sovereign Street
Leeds

West Yorkshire
LS1 4BJ

Withdrawals/transfers to non-ISA accounts

If you withdraw money from a Leeds Building Society cash ISA account, the money you withdraw will lose its tax-free status. You'll also lose that part of your ISA allowance.

Transfer my Leeds Building Society cash ISA to another Leeds Building Society cash ISA product

Transferring from your other cash ISA

If you've not already opened a new Leeds Building Society cash ISA, you'll need to do this first.

Log into your account and send us a secure message, or visit us in branch if you have a non-online account. You can also 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.

Sign and send your letter to:

Customer Services

Leeds Building Society Head Office

26 Sovereign Street
Leeds

West Yorkshire

LS1 4BJ

Transfer my Leeds Building Society cash ISA to another ISA provider

You'll need to contact your new provider to start the transfer. We'll then transfer the funds within five working days of receiving their transfer request.