NSI forms?

[toyraman]

Do we need to keep Nsi forms such as investment account withdrawal, index linked account withdrawal, children bond withdrawal forms..etc

Which forms do we need to keep and which to destroy? Can anyone help or direct me to the relevant branch focus or memo.

Thank you.

[Hengistpud]

I was told by helpline to keep all forms until instructions to dispose of were issued. Cant remember where I put them. Maybe it was somewhere near the recycling bin.

[TFL001]

If they are ever needed again then am sure we will be able to order new ones ... Keeps the place tidy

[The BFO]

Do we need to keep Nsi forms such as investment account withdrawal, index linked account withdrawal, children bond withdrawal forms..etc

Which forms do we need to keep and which to destroy? Can anyone help or direct me to the relevant branch focus or memo.

Thank you.

In theory one should be able to go via Horizon to:

Help>Help Home>F10 Back Office>F3 Ordering Stores and Stock>F8 Transaction Stock Catalogue>Page Down (2)>F5 National Savings

But unfortunately this has yet to be updated, so the current requirements are:

NSI303 Premium Bond Withdrawal Form

NSI350 Premium Bond Repayment Envelope

NSIPB14/2012/01 Premium Bond Standing Order Leaflet

NSI765/2012/01 Premium Bond Application Leaflet

NSI765A/2012/01 Premium Bond Prize Leaflet

NSI741/2012/01 Children’s Bonds Leaflet

NSI7722012 Interest Rates

NSI752/2012/01 What’s on offer from NSI

Everything else can go – it became obsolete last autumn.

[TFL001]

After reading that memo yesterday I think they are the last thing we need to worry about ... I now direct them straight to the free nsi phone number ... Am I wrong? if they don't want us to sell their products I'm not doing the nitty and gritty bits for a unreliable customer