What is a JISA transfer?
If you have a Junior ISA account with another provider, a JISA transfer is the process of moving your child’s existing Junior ISA savings to a new provider. When doing so, you'll keep the account’s tax-free status and annual allowance.
You can transfer your Junior ISA to us either at your local Leek Building Society branch or by post.
Make a JISA transfer by post
To transfer your Junior ISA by post, please follow these simple steps:
Download and print the relevant forms below
For your own benefit and protection, please read all the account terms and conditions carefully, then download, print and complete the relevant forms below:
JISA transfer form Junior ISA application form
Transfer Child Trust Fund to Junior ISA
If you're looking to transfer a Child Trust Fund to a Junior ISA (transfer CTF to JISA) please download, print and complete the relevant forms below:
CTF to JISA form Junior ISA application form
Prove your identity
When you send your application by post, we'll need to receive the ID of the trustee(s) and the child.
For a full list of what ID documents are acceptable, please read our Proving your identity leaflet.
Send us your application
Complete your savings application form and JISA transfer form and post them, along with the relevant ID to:
Savings Department, 50 St. Edward Street, Leek Staffordshire, ST13 5DL
Make a JISA transfer in branch
You can make a JISA transfer at your local Leek Building Society branch.
Visit our branches page and find your local branch – we have 12 branches to choose from.
Once you’ve found your chosen branch, you can get in touch by phoning the branch directly or by clicking: Book a savings appointment.
Find your local branch
Alternatively, you can download, print and complete the relevant forms shown in the Make a JISA transfer by post section above. You can bring your completed forms into branch where one of our colleagues can support you in opening your account.
Prove your identity
If you're making a JISA transfer in branch, we may ask you to provide ID to confirm your name and address. To assist you, we try to verify this electronically in branch. If we’re unable to, we would require your paper documentation instead.
For a full list of what ID documents are acceptable, please read our Proving your identity leaflet.
Read the important information below
Whether transfering your Junior ISA in branch or by post, please click on the links below to read the important information before making a transfer:
FSCS Sheet
General Savings Terms and Conditions
Saving fees and charges