ISA & Junior ISA forms
Before you start: how to return your forms
- The easiest way to send PDF or paper forms is by secure message - find out how.
- Forms sent to us by post may take longer to process.
Transferring your Junior ISA or Child Trust Fund
Transfer your existing Junior ISA (including Junior Cash ISAs) or Child Trust Fund to us.
Junior ISA Maturity
When the account holder turns 18 the JISA will automatically become a Stocks and Shares ISA. To make sure we can hand over the account to them smoothly, fill out this form so we have the account holders latest details.
Save As You Earn (SAYE)
Transfer shares into your ISA that have been acquired through an approved SAYE option scheme or a Share Incentive Plan.