How to apply for a savings account

If you have seen a savings account product on our website and want to apply, or you simply want to know more, we will help you every step of the way. This is what you need to do next.

By Post

Application forms

If you know which savings account you want to apply for, you can download an application form.

Investment account application form (PDF)

Cash ISA application form

Junior Cash ISA application form

If you wish to apply for a Help To Buy:ISA then you must do so by contacting one of our branches.

You will need to send in a cheque and proof of your identity with your application

Proof of identity by post

You will need to send in some documents with your application form.  You will find a full list when you print off your form.

Terms & conditions

For your own benefit and protection, before you complete the application form, you should read the full product terms and conditions carefully.

Terms and conditions

FSCS information sheet

In addition to using the above application forms you will also need to understand the following FSCS Information Sheet.

The application form you have selected (above) must be signed once you have read and fully understood its content.

FSCS sheet


CRS form

A CRS (Common Reporting Standard) Form must be completed in addition to the above. There are 3 types of form so please select the applicable Form from below. 

Standard application

Individual form

Trustee for someone else

Controlling person form

Trustee for an organisation

Corporate account

Transferring current ISA savings?

If you would like to transfer your current ISA savings, then you will need to fill in our Cash ISA Transfer Authority Form and return it to one of our branches with some identification.

Cash ISA transfer form

Let us send you an application pack

If you don't want to download and print these forms yourself we can send you an application pack with all the paperwork you need to complete.

Request an application pack

In Branch


Come in branch

Sometimes it's easier to discuss things face-to-face. All our branches have friendly Customer Service Consultants ready and waiting to talk. If you’d like to discuss your options or you think you need help in anyw way, call in at your local branch.

If you wish to apply for a Help To Buy: ISA then you must do so by contacting one of our branches.

Branch Finder

Things to bring with you to branch

If you come into branch to open the account, there are some things you must bring with you.

A cheque or cash for at least the minimum investment, to open the account.

Proof of your name, for example a full UK passport or full driving licence.

Proof of your address, for example a bank statement, council tax or utility bill (less than three months old).

In all circumstances your National Insurance (NI) number is required to open a Cash ISA or a Help To Buy: ISA.

Proof of identity in branch