Savings information and forms 

To ensure you understand the features and conditions of our savings products you should also read the documents listed below.

SAVINGS PRODUCT INFORMATION

• Savings terms and conditions

• Flexible ISA leaflet

• ID for customers leaflet - ID you will need to open a savings account or apply for a mortgage with us.

• Making a payment online or via your bank - Information on how to set up automated payments to your savings account.

• Guidance following a bereavement - A guide to dealing with accounts following a bereavement.

• Charitable assignment - Important information for new members.

SAVINGS APPLICATION FORMS  

• Cash ISA application form

• Cash junior ISA application form

• Business saver application form

• FSCS information sheet

• Solicitor deposit savings application form

• Share account application form

HELPFUL INFORMATION 

• FSCS 2017 leaflet - a guide to the Financial Services Compensation Scheme. 

• My Lost Account - free online service to track lost savings accounts. 

• It's your money - BSA leaflet on what to do when financial abuse happens and the support available from financial services firms.

• BSA ISA transfer guide - how to transfer an ISA between providers.

• BSA Third Party Support guide - Need support with your finances from a friend or family member? This BSA guide can help.