Application and transfer forms

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Important information

 

For new ISA investments using your client's annual ISA limit – not under an additional permitted subscription allowance – use the following forms:

 

For transferring existing ISA investments – not under an additional permitted subscription allowance – use the following forms:

 

Where a person holding an ISA dies on or after 3 December 2014 and that person was married or in a civil partnership, the surviving spouse/civil partner is entitled to an extra ISA allowance.

This is referred to as the “Additional Permitted Subscription” (“APS”) allowance. Provided it is used within a permitted time period, this means that the surviving spouse/civil partner can invest more of their money into an ISA (up to the value of their late partner’s ISA) over and above the normal annual ISA limit.

How is the APS allowance calculated?

This depends on the date of death of the deceased ISA investor.

Where the ISA investor died between 3 December 2014 and 5 April 2018, the APS allowance equals the value of the ISA(s) at the date of death.

Where the ISA investor died on or after 6 April 2018, any ISA(s) held may remain open as a continuing account of a deceased investor, referred to here as a continuing ISA. The APS allowance equals the higher of the value of the ISA(s) at the date of death or the value of the ISA(s) at the date the ISA(s) cease(s) to be a continuing ISA.

The account will cease to be a continuing ISA on the earlier of the following:

  • The administration of the deceased’s estate is complete
  • The ISA is closed
  • 3 years after the date of death

Where multiple ISAs are held with one ISA provider, the value at the date of closure will be the total value of all ISAs at the date of closure of each account.

When the APS allowance is used, in whole or in part, the value of the APS allowance is fixed and cannot be changed.

Before making an additional permitted subscription, additional information and declarations are required, in addition to that which would be required in connection with an investment under the annual ISA limit. Your client should therefore use the forms in the tab below for ISA investments under their additional permitted subscription allowance.

 

For ISA investments using your client's additional permitted subscription allowance use the following forms:

 

If your client wishes to have income paid out, please ask them to complete this form:

 

For setting up direct debit payments from your client's bank account:

 

For switches from one fund to another, topping up an investment or to alter monthly direct debit instructions:

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