NS&I Tracing Service Lost track of your savings? We can help you find them pptx

We can help you find them Lost track of your savings? NS&I Tracing Service If we’ve lost touch with you as a customer of NS&I, we will: • keep any personal information about you safe and confidential • protect your money against possible fraud by someone else • try to get back in touch with you To protect your money and privacy we will only accept a trace request from someone else if they satisfy us that they are legally entitled to act on your behalf, for example under a Power of Attorney. Our commitment to looking after your money 3 About our Tracing Service This brochure outlines how we look after dormant money, and explains how you can ask us to trace any lost or forgotten savings and investments you may have with us. How we look after dormant money Where we know we have lost contact with a customer – for example when correspondence is returned undelivered – we will make sure not to send any further correspondence to that address. We also won’t allow any of their money to be repaid until we can find out and verify the customer’s current address. We will of course check that any instructions we receive after that are genuinely from the customer or from someone legally entitled to act on their behalf. Where we can’t find the customer’s new address and they don’t get in touch with us, we’ll continue to protect their money and keep their personal details confidential. The accounts and investments will remain registered in the customer’s name, so they are still entitled to the money plus any interest earned or prizes won. What savings does NS&I offer now? We offer a range of savings and investments to suit different people’s needs. We’re backed by HM Treasury so all the money you invest with us is 100% secure. Find out more at nsandi.com or call us and ask for our range leaflet. Manage your investments 24 hours day, 365 days a year. It’s easy, safe and convenient. Speak to one of our UK-based customer service team. We’re here to help between 7am and midnight every day of the year. nsandi.com 0500 007 007 4 Have you won a Premium Bonds prize? Checking for outstanding Premium Bonds prizes is one of the most frequent requests we receive. If you have any Premium Bonds, and have changed your address but not yet told us, you may have won a prize that you don’t know about. As long as you have some information or documents – for example, your holder’s number, NS&I number, the Bond or the Bond record – you won’t need to complete the tracing request form in this brochure. All you have to do is let us know your current address (see page 5 for how to do this). We’ll then update our records and check whether you have any unclaimed prizes. There’s no time limit for claiming prizes. Prizes for a deceased investor Any Premium Bonds held by someone who has died can remain in the prize draws for up to 12 months after the date of death. After that, the Bonds are no longer eligible to win prizes. Check your prizes online If you know your Premium Bonds holder’s number, you can use our website nsandi.com to check whether you have any unclaimed prizes. You can also use our prize checker app if you have an iPhone, iPad, iPod touch or Android smartphone or tablet. But make sure you tell us your new address so we can send you any future prizes. And if you register for our online and phone service you can choose to have any future prizes paid directly into your bank account with notification by email. Visit our website or call us to find out more. Remember You only need to visit mylostaccount.org.uk or use the tracing request form in this brochure for Premium Bonds if you don’t have your holder’s number, NS&I number, the Bond or the Bond record. 5 Keep in touch The best way to avoid losing track of any accounts or investments you have with NS&I is to let us know whenever you change your address (or name). If we know your contact details are up to date, we can keep you informed about any savings you have with us. If you have one or more of our accounts and investments that can be managed online and by phone, and you have already registered for this service, then you can change your address by logging in at nsandi.com or by calling us on 0500 007 007. Please have your NS&I number and password to hand. Otherwise you’ll need to complete a change of details form and post it to: National Savings and Investments Glasgow, G58 1SB If you don’t have a copy of this form, call us and we’ll send you one. More about our online and phone service More than a million people have registered to use our online and phone service – as it’s already available for Premium Bonds, Direct Saver and Direct ISA accounts. And on 20 September 2012 we extended the service to our fixed term investments as well. So if you invested in or renewed any Savings Certificates, Guaranteed Growth Bonds, Guaranteed Income Bonds, Children’s Bonus Bonds or Children’s Bonds on or after that date, you can now manage them online and by phone. Register for our online and phone service and you’ll be able to: • apply for new investments • keep track of your money • cash in • cut down on paper • keep your personal details up to date Visit our website or call us to find out more. 6 Old savings and investments We have a number of older savings and investments, some of which have not been on sale for many years. Here are a few examples to jog your memory. If you come across these or any others and would like to check whether or not they have already been cashed in, write to us at: Tracing Service National Savings and Investments Blackpool FY3 9YP Please enclose any relevant documents you find, such as a passbook, certificate of investment, or any correspondence. We will then confirm whether or not the funds have already been cashed in. If they haven’t, we will tell you their current value and let you know how to claim. Stamps and Gift Tokens If you have any National Savings stamps or Gift Tokens, we will repay them at face value. We don’t have individual customer records for these, so they aren’t covered by our Tracing Service. Please send them, together with details of your name and address, to: Tracing Service National Savings and Investments Blackpool FY3 9YP 7 How to use our Tracing Service You can either: Apply online at www.mylostaccount.org.uk You can also use this site to trace any lost bank or building society accounts. or Apply by post Complete the form at the back of this brochure and send it to: Tracing Service National Savings and Investments Blackpool FY3 9YP Note that the form at the back of this brochure can only be used to request a trace for NS&I accounts or investments. If you want to trace accounts with a bank or building society and you don’t have online access, see Useful contacts on page 8. Applying for other people You can only ask for a trace for someone else if you are legally entitled to act on their behalf, for example under a Power of Attorney. If you want to ask for a trace for more than one person, you’ll need to make a separate application for each one. Please call us for more information on how to trace someone else’s accounts or investments. When you will hear from us After you apply we will: • send you an acknowledgement to confirm that we have received your application (for postal applications only) • contact you if we need more information • confirm as soon as possible whether we have identified any potential account, Bond or Certificate belonging to you or the person you are acting on behalf of We’ll aim to confirm any accounts or investments within a month of the date we receive your application, but it may take longer at busy times so please bear with us. 68 If you don’t want to apply online through mylostaccount to trace a forgotten bank or building society account, contact either the British Bankers’ Association or the Building Societies Association and ask for a tracing request form. Banks Lost Accounts Manager The British Bankers’ Association Pinners Hall 105-108 Old Broad Street London EC2N 1EX Telephone: 020 7216 8909 www.bba.org.uk Building societies Lost Savings The Building Societies Association 6th Floor, York House 23 Kingsway London WC2B 6UJ Telephone: 020 7520 5900 www.bsa.org.uk Pensions If you think you may have an old pension, but are not sure of the details, the Pension Tracing Service can usually help by tracing it for you for free. Visit www.thepensionservice.gov.uk to find out more. Useful contacts Government Stock (Gilts) NS&I used to sell Government Stock (Gilts) on the National Savings Stock Register. Because all Government Stock is now handled by Computershare Investor Services, please send any enquiries about this to: Registrar’s Department Computershare Investor Services PO Box 2411 The Pavilions Bristol BS99 6WX Telephone: 0870 703 0143 Need more copies of the form? Visit nsandi.com and you can download the form as a PDF. Or call us free on 0500007007 and we’ll send you extra printed copies. Remember you can also complete a tracing application online at www.mylostaccount.org.uk We’re here to help nsandi.com 0500 007 007 Tracing Service National Savings and Investments Blackpool, FY3 9YP Our UK customer service team is available every day from 7am till midnight. Calls from mobiles and some landline providers may not be free. Calls may be recorded. National Savings and Investments is a Trade Mark of the Director of Savings NS&I 789/2012/01 Printed September 2012 Having trouble reading this leaflet? Ask us for this leaflet in Braille, audio tape/CD or large print Can’t see our website? Click High contrast for a different view or click A A A for larger type Do you use a textphone? Minicom (textphone) users can call us free on 0800 056 0585 Visit our website Call us free Write to us . We can help you find them Lost track of your savings? NS&I Tracing Service If we ve lost touch with you as a customer of NS&I, we will: • keep. investments you have with NS&I is to let us know whenever you change your address (or name). If we know your contact details are up to date, we can keep you