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Get the free application to transfer from an ns&i easy access savings account to an ns&i investment account

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This document is an application form for transferring funds from an NS&I Easy Access Savings Account to an NS&I Investment Account, requiring personal and bank account details.
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How to fill out application to transfer from an ns&i easy access savings account to an ns&i investment account

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How to fill out application to transfer from an ns&i easy access savings account to an ns&i investment account

01
Visit the NS&I website or contact their customer service to obtain the application form for transferring accounts.
02
Fill in your personal information including your name, address, and account details for both the easy access savings account and the investment account.
03
Specify the amount you wish to transfer from the easy access savings account to the investment account.
04
Review the terms and conditions associated with the transfer and ensure you understand any potential impacts or fees.
05
Sign the application form to authorize the transfer.
06
Submit the completed application form either online, by post, or through customer service, depending on NS&I's submission options.

Who needs application to transfer from an ns&i easy access savings account to an ns&i investment account?

01
Anyone who wishes to change their savings strategy from an easy access savings account to an investment account with NS&I for potentially higher returns.
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We have many customers who live outside of the UK, however to hold an NS&I account your overseas client must be able to hold and operate a UK bank or building society account. This is because we can only make payments to, and receive payments from, a UK account in pounds sterling.
Simply give the details to your bank and tell them how much to transfer and when. You can set this up within your banking app. You'll normally be able to do this online, by phone or in a branch.
Some NS&I products might charge penalties if you cash out early for some investment products, meaning you may get less back than your original investment. Unlike most UK banks, the NS&I is for savings only. This means it doesn't lend money. For example, you can't take out a mortgage or a credit card.
Online banking – You'll be able to get your account number and sort code by logging into online banking or your banks app. The front or back of your bank card together - many banks have the sort code and account number printed on the bank card. From a bank-issued bank statement or deposit slip.

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The application to transfer from an NS&I Easy Access Savings Account to an NS&I Investment Account is a formal request that allows account holders to move their funds from a savings account to an investment account offered by National Savings and Investments (NS&I).
Account holders of the NS&I Easy Access Savings Account who wish to change their investment strategy by moving funds into an NS&I Investment Account are required to file this application.
To fill out the application, account holders should provide their personal information, details of their Easy Access Savings Account, specify the amount to be transferred, and sign the application to authorize the transfer.
The purpose of the application is to facilitate the transfer of funds from a low-risk savings account to a potentially higher-yield investment account, allowing account holders to seek better returns on their savings.
The application must include personal identification information, account numbers of both the Easy Access Savings Account and the Investment Account, the amount to be transferred, and the account holder's signature.
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