ISAs

Opening and paying into a Hinckley & Rugby Cash ISA account

To open a Cash ISA account, please choose from our available ISA products.

To pay money into your ISA account (within your total annual limit), please see our Paying into your savings account page. Note that if you have a fixed rate ISA you will not be able to add to it during the fixed rate period.

If you want to transfer money into your ISA from another Hinckley & Rugby savings account, you will 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; and
• the amount you want to transfer.

Sign the letter (this must be the same signature as on the savings account) and either take it together with both passbooks to one of our branches or agencies or post them to us at:

Hinckley & Rugby Building Society
24 – 28 Upper Bond Street
Hinckley
Leicestershire
LE10 1NZ

To transfer your existing Hinckley & Rugby Cash ISA to a new Hinckley & Rugby Cash ISA

1. Select the ISA product that you want to transfer to or call us on 01455 251 234 or 0800 434 6343 to discuss.
2. Either download an application form, request one by post, or visit a branch.
3. Also complete an Internal Cash ISA Transfer Authority Form (either by downloading, requesting, or in-branch).
4. Provide us with your completed forms and your existing ISA account passbook, either in-branch or by post to the above address.

To transfer your Cash ISA from another ISA provider to a new Hinckley & Rugby Cash ISA

1. All as above except complete a Cash ISA Transfer Authority Form instead of the internal one show in item 3 above. Check your existing ISA terms and conditions first because your ISA funds must be available to transfer within 21 days of your application. If not, we will not be able to proceed with your request.
2. Provide us with your completed forms (but do not give us any passbook that you may have with the other provider).
3. We will contact your current ISA provider and arrange the transfer for you.

To transfer your Hinckley & Rugby Cash ISA to another ISA provider

Please check your ISA account terms and conditions first. If your account can be transferred at this time, you just need to contact your new provider. They will tell you what you need to do.

If you are thinking about transferring only part of your ISA savings to another provider, please note:

• We can only transfer all (not part) of the ISA deposits that you have made during the current tax year. This means the deposits that you have made since 6 April.
• We can transfer either all or just part of the deposits that you made before 6 April.

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