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.
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