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What you can do if you are an existing cash ISA customer at Triodos Bank

Pay in/subscribe to your Triodos cash ISA

You can subscribe to your existing Triodos cash ISA by making a transfer from another account (either an account with another provider or another Triodos account that allows withdrawals), or by cheque if the Triodos cash ISA you want to subscribe to accepts cheques - contact us if you are not sure on 0330 355 0355 or +44 (0)117 973 9339 if calling from abroad.

The Triodos sort code is 16-58-10 and you can find your Triodos cash ISA account number on your statements. If you want to deposit a cheque, please post it along with a paying-in slip to;

Freepost TRIODOS BANK


 

Change the type of cash ISA held with Triodos Bank

You can change an existing Triodos cash ISA to a different type of Triodos cash ISA.

You should read the information on our cash ISA product pages to decide which cash ISA suits you best. Once you have found a cash ISA that meets your needs, click on the 'Change your existing Triodos cash ISA' button at the bottom of the relevant product page. You should then read the relevant Summary Box along with the Terms and Conditions for our personal savings accounts and Depositor Information Sheet before downloading and completing a form to change your cash ISA.

Once you have read this important information and completed the form, please post it to us at;

Freepost TRIODOS BANK

On receipt of a completed request, we will change the type of cash ISA you hold, the balance of your account and your account number will remain the same. All money held in the account will maintain its tax-free status and the change will not affect your subscription allowance. We will write to you to confirm when we have actioned your request.

You can change your existing Triodos cash ISA to one of the following types of Triodos cash ISAs:

  • Triodos Online Cash ISA
  • Triodos Cash ISA
  • Triodos Two Year Fixed Rate Cash ISA
  • Triodos Three Year Fixed Rate Cash ISA

Changes to a different type of Triodos cash ISA are not permitted from Triodos Ethical Junior Cash ISAs or non-ISA savings accounts.

If you want to move only part of your balance to another type of cash ISA, please see 'Move money between your existing Triodos ISAs' below.


 

Move money between your existing Triodos cash ISAs

If you want to move part of a balance from one existing Triodos cash ISA to another, you must complete and return a Transfer authority form between existing Triodos ISAs . Following this ISA transfer process all money held in the account will maintain its tax-free status and the change will not affect your subscription allowance. We will write to you to confirm when we have actioned your request.

Do not transfer the funds yourself through Internet Banking, as doing so will mean that the funds will lose their tax-free status and be counted as a new subscription to the ISA that you move the funds into.

You can only transfer funds into a Triodos Fixed Rate Cash ISA for 60 days from the date you opened it.

You can also transfer funds into your Triodos Ethical Stocks and Shares ISA, to do this you will need to complete a Transfer authority form between existing Triodos ISAs

Completed forms should be posted to us at:

Freepost TRIODOS BANK

We will write to you to confirm when we have actioned your request.


 

Transfer into your Triodos cash ISA from an ISA you hold with another provider

If you already hold a cash ISA with Triodos Bank and want to transfer subscriptions from a cash or stocks and shares ISA you have with another provider into it, all you need to do is complete and send us an ISA transfer authority form from another provider to a Triodos cash ISA.

Check with your existing provider to see if there are any charges and/or conditions which may affect your ISA transfer.


 

Had a (tax) year off?

If you haven't paid into your Triodos cash ISA in the last tax year and want to start subscribing again, HMRC require that you complete a declaration to reconfirm your eligibility.

If you have Internet Banking you can complete a declaration online. Log into your Internet Banking, select Account Management and then ISA Declaration Management from the menu.

Or you can download and print a Triodos cash ISA declaration form

Completed forms should be posted to us at Freepost TRIODOS BANK . Alternatively, call us on 0330 355 0355 and we'll send you one.

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