Savings information and forms

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

Our 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.

Our 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

General information and guides 

• 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.