Downloadable savings forms

Selecting any of the links below will open an Adobe pdf file of that form which you can print, complete and return to our Savings Accounts Department, Ebbisham House, 30 Church Street, Epsom, Surrey KT17 4NL.

ISA Transfer In Form
To transfer a Cash ISA to National Counties you should complete this transfer form and send it to us along with a completed Cash ISA application form. We will then notify your present ISA provider to enable them to effect the transfer, in accordance with their terms and conditions, which may take up to 30 days. Your present ISA provider may make a charge for the transfer.

Withdrawal Form
If you need to make a withdrawal from your savings account please complete and return this form (if this is a passbook account, you should enclose your passbook with the withdrawal form).

R85 Form
If you are a non-tax payer this form will allow you to register your account to receive gross interest (one form needed for each account).

Change of Address
Don't forget to keep us informed if you move home.

Direct Debit Mandate
Monthly Saver Account Only. If you are changing the bank or building society account from which you pay your subscription you can give us new bank details using this form. Please note that we will need 10 working days following receipt for new instructions and 5 working days to change the subscription amount or collection date.

Standing Order Form
If you would like a regular amount paid from a bank or building society account into your account with us, complete this form and pass it to your bank/building society (please note that the account the funds will be coming from must be in the same name as the account with us).

Third Party Mandate Form
If you want a friend or relative to operate your account on your behalf you will need to complete this form together with an application form for the relevant account. If it is one of our accounts which are still available to open you can download the form from our SAVINGS page at the top of this page. If it is an account which is no longer available please contact our Customer Centre on 01372 747771 to request the application form. Please note that this Mandate is only valid for one year. We will also require identification from the Third Party.

Power of Attorney Form
If you need to register either an Enduring or a General Power of Attorney (POA) you, as the Attorney, will need to complete this form and return it with an Original or Certified copy of the POA documents (copies must be certified on every page by a solicitor, or by the donor if not registered at the Court of Protection) along with identification for each Attorney.

Lost & Stolen Passbook Form
If you have lost or had your passbook stolen please complete, sign and return this form. (Please note that there is a charge for the second and all subsequent times the passbook is lost.)

If you do not have Adobe Acrobat Reader this can be obtained by following the link below:

Adobe Acrobat Reader