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Get Virgin Cash Isa Transfer Form
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How to fill out the Virgin Cash Isa Transfer Form online
Transferring your Cash ISA to Virgin Money is a straightforward process that can be completed online. This guide provides step-by-step instructions to help you fill out the Virgin Cash ISA Transfer Form efficiently and accurately.
Follow the steps to complete the Virgin Cash ISA Transfer Form online
- Press the ‘Get Form’ button to access the Virgin Cash ISA Transfer Form and open it in your preferred editor.
- Begin with Section 1, where you will need to provide personal information. Fill in your title, surname, forename(s), national insurance number, date of birth (in dd/mm/yyyy format), permanent residential address, postcode, and contact telephone number, including the area code.
- Move on to Section 2, which requests information about the ISA you wish to transfer. Here, you need to name your existing ISA manager and provide their address and postcode.
- In Section 2a, specify the details for your Cash ISA transfer. You will need to input the sort code and account number or roll number of your existing ISA.
- Indicate whether you have subscribed to your existing Cash ISA in the current tax year. If yes, specify the subscription amount.
- Select one of the options to confirm how much you wish to transfer: whole balance, part of the balance, or only current year subscriptions along with accrued interest.
- If you also wish to transfer a Stocks & Shares ISA, proceed to Section 2b. Fill in the required account number and answer whether you subscribed in the current tax year.
- For the Stocks & Shares ISA, similarly, indicate how much you wish to transfer using the same options provided.
- In Section 3, declare whether you are transferring into an existing Virgin Money Cash ISA or opening a new one. If opening a new account, make sure to include a completed application form.
- Provide your authorization for the existing ISA provider to process the transfer. Select the relevant option regarding notification or waiting periods for the transfer.
- Finally, sign and date the form before submitting it.
- Once you have completed all sections of the form, you can save any changes, download the file, print it, or share it as needed.
Start your ISA transfer process by filling out the Virgin Cash ISA Transfer Form online today.
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If you want to transfer shares into a Stocks and Shares ISA, you will need to sell them and then repurchase in your ISA account. This is known as a Bed and ISA transfer.
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