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

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 wit

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We can help you find them

Lost track of

your savings?

NS&I Tracing Service

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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

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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

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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

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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.

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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:

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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

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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

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

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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

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