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Top-up your existing Cash ISA

How to top-up your existing account

To lodge additional funds (top-up) follow the instructions for the Additional Investment Form below.

Please have your existing MLC customer number to hand before completing the form.

  1. Check that you have read and understood the Key Features (PDF, opens in a new window), which gives details of the terms and conditions. You should print a copy of these Key Features and retain a copy for your own records before you sign the Application Form. By signing, you are therefore accepting the terms and conditions.
  2. Download the form (PDF, opens in a new window)
  3. You should complete the details on-screen, and then print 2 copies of the form.
  4. Sign and date both copies. Please retain one of the copies for your own records.
  5. Deposit.  You can do this by either personal cheque or Direct Debit.

    To send a personal cheque, make the cheque payable to Clydesdale Bank PLC.    The pre-printed name on the cheque must include the name on the Additional Investment form.

    OR

    If you are amending the amount of an existing Direct Debit complete the revised amount on the Additional Investment form only.

    To make a new deposit by Direct Debit please make sure your bank/building society account accepts Direct Debit payments.  Download the Direct Debit Instruction Form and complete your bank details, print, sign and date.  The amount you wish to deposit into your Cash ISA and collection date should be completed on your Additional Investment form.

    Download Direct Debit Instruction Form (PDF, opens in a new window)
  6. Send the signed Additional Investment form and deposit (either cheque or Direct Debit Instruction Form) to:

    Freepost RRHL-TKGG-ZXEX
    MLC
    PO BOX 3004
    Glasgow
    G81 2NS

 

What Happens Next?

 

When we receive your form:

  • Your account will be credited by MLC upon receipt of your fully completed Additional Investment form and deposit.
  • Every January we will send you an annual statement showing the value of your Cash ISA as at 31st December.
  • We will send you a letter of confirmation within 14 days.