Stocks & Shares ISA

Managed ISA
Useful forms

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 ISA

To request a transfer of investments you hold with another provider into your ii account, please log in to complete an ISA transfer form.

Log in and transfer

Bed & ISA

Transfer shares into your ISA or Junior ISA, by selling and repurchasing them.

Transferring your Junior ISA or Child Trust Fund

Transfer your existing Junior ISA (including Junior Cash ISAs) or Child Trust Fund to us.

JISA and CTF Transfer form (PDF)

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.

JISA Maturity form (PDF)

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.

SAYE Transfer form (PDF)