ISA Transfers

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

• If you're transferring a cash ISA, fill out the Cash ISA Transfer Authority Form
• If you're transferring a stocks and shares ISA held with another provider to a cash ISA with Leeds Building Society, fill out the Stocks and Shares to Cash ISA Authority Form

Next, post the form to:

Customer Services 
Leeds Building Society Head Office
26 Sovereign Street
Leeds
West Yorkshire
LS1 4BJ.

We'll take care of the rest.

You can also do this in branch.

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:

Customer Services 
Leeds Building Society Head Office
26 Sovereign Street
Leeds
West Yorkshire
LS1 4BJ.

We'll take care of the rest.

You need to contact the new provider. You'll need the first eight digits of your savings account number and your sort code.

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

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 each tax year is £20,000 (less any amount invested in a Stocks and Shares ISA, Innovative Finance ISA and/or Lifetime ISA in the same tax year). You must not exceed the ISA limits in any one tax year.

Send your letter to:

Customer Services 
Leeds Building Society Head Office
26 Sovereign Street
Leeds
West Yorkshire
LS1 4BJ.

We'll take care of the rest.

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 want to send funds electronically, you'll need to use the following 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.

The maximum you can invest each tax year is £20,000 (less any amount invested in a Stocks and Shares ISA, Innovative Finance ISA and/or Lifetime ISA in the same tax year). You must not exceed the ISA limits in any one tax year.

Please note: Leeds Building Society only offers cash ISAs.