Declaration

By completing this instruction online, you confirm you're the ISA account holder and have read and agree to the product terms and conditions received for the account you're transferring your fixed rate ISA to, as well as the Retail Savings Terms & Conditions and the Rules of the Society (available on our 'Downloads' page).

Important information if you're withdrawing from your ISA

The amount you withdraw from your fixed rate ISA loses its tax free benefit. This means you can't replace the investment unless you're using your current years’ ISA allowance.

If you want to transfer your ISA to a new provider or to a different ISA with the Marsden, this needs to be arranged as a transfer rather than a withdrawal or closure to protect its tax-free status. Please speak to us about this by calling 01282 440544.

Important information if you're withdrawing by bank transfer

By providing your bank details you authorise us to run an electronic validation check. Please note, if this check fails, you'll need to provide a bank statement or spoilt cheque. Failure to validate or provide evidence of your account by the maturity date will result in a cheque being sent to your registered address on maturity.

Account holder *

ISA account number *

Telephone number (in case we need to speak to you) *

Email address (if you'd like your reinvestment notification sending by email)

Product selected (The products are detailed on the maturity letter we sent to you) *

If the product has annual and monthly interest options, which would you like? (If monthly interest isn't available, your interest will be paid annually)

Annual Monthly

Would you like to withdraw funds?

Yes No

If you answered 'Yes' please tell us how you'd like the funds paying (cheques will be made payable to the ISA account holder and sent to your registered address)

By cheque Transfer to a Marsden account Bank transfer (next day)

Do you want to withdraw all your funds and close the account?

Yes No

If you'd like a partial withdrawal, please tell us how much you'd like to withdraw

If you selected 'Transfer to a Marsden account' please tell us your Marsden account number

If you selected 'Bank transfer' please tell us the sort code and account number (The account must be in the ISA holders name)