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Cash ISA transfer authority form

Please complete sections 1, 2 and 3 if you wish to transfer your existing Cash ISA to Northern Rock. If you wish to transfer more than one Cash ISA, you must complete an authority form for each transfer request.

Your new account number will need to be included on the Cash ISA Transfer Authority Form (otherwise it may delay processing).
Please return the completed form to Northern Rock plc, Operations, Northern Rock House, Gosforth, Newcastle upon Tyne NE3 4PL.

1 - Personal information
Title Forename(s) Date of Birth (dd/mm/yyyy) Permanent residential address National insurance number Surname

Postcode Contact tel. number (inc STD)

2 - Information about the Cash ISA to be transferred


Name of existing ISA Manager Address of existing ISA Manager

Postcode Sort code and account number of existing Cash ISA to be transferred: Sort code

Account number/ roll number Yes No

Have you subscribed to your existing Cash ISA in the current tax year? If yes, please confirm the amount you have subscribed

Please note that under HM Revenue & Customs ISA Regulations, you can only subscribe to one Cash ISA in each tax year. Please select one of the following options to confirm how much you wish to transfer: 1. If you wish to transfer the whole balance (including accrued interest) tick here
(You cannot transfer funds from a Stocks & Shares ISA to a Cash ISA)

2. If you wish to transfer part of the balance please confirm the amount
(Please check with your existing Cash ISA Manager that they will allow partial transfers)

3. If you only wish to transfer current year subscriptions (in full) plus interest, tick here
(Only whole transfers of current tax year subscriptions and interest can be accepted)

4. If you wish to transfer into an existing Northern Rock ISA, please provide the account number

5. If you would like to open a new Northern Rock Cash ISA, please indicate that you have enclosed a completed application form Please turn over and complete section 3. I T A 0 1

3 - Transfer authority
I authorise my existing ISA provider to transfer the ISA (account number overleaf) to Northern Rock plc. I authorise my existing ISA provider to provide Northern Rock plc with any information, about the Cash ISA and to accept any instructions from them relating to the Cash ISA being transferred. Where I must give notice to close or transfer part of the existing Cash ISA, or the existing Cash ISA contains a fixed-term deposit that has not reached its maturity date, I instruct my existing ISA provider to either: (tick the appropriate box) 1. wait for the full notice period to end or wait until the maturity date (whichever is relevant) before going ahead with this transfer; Please note xed rate products can be withdrawn without notice and deposits may be returned. or 2. depending on the terms and conditions, carry out the transfer as soon as possible I will accept any consequential loss of interest or charges which may be applied.

Signed

Date (dd/mm/yyyy)

4 - Transfer acceptance (to be completed by the new ISA Manager)


In circumstances where the funds to be transferred are not cash deposits, please notify Northern Rock as we may not be able to accept the transfer. Otherwise Northern Rock are willing to accept this investors Cash ISA funds, subject to the ISA Regulations. I deem the date shown to be the transfer date of this Cash ISA Name: Telephone: Address: Northern Rock plc 0845 600 7301* Northern Rock House, Gosforth, Newcastle upon Tyne NE3 4PL

*Our UK-based Contact Centre is open 8am to 8pm business days, 8am to 4pm Saturday and 10am to 3pm Sunday. Calls are charged at your service providers prevailing rate and may be monitored and recorded. Northern Rock plc Registered in England and Wales (Company No. 6952311). Registered Office Northern Rock House, Gosforth, Newcastle upon Tyne NE3 4PL. Authorised and regulated by the Financial Services Authority. lNRB1451V3

Valid from 01.11.2011

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