ISA Transfer Form

Account type transferring to

Any amount representing subscriptions for the current tax year will also be transferred in full including interest and will be subject to the annual LISA subscription limit of £4,000.

Please answer question 1 or question 2

Q1. If the customer has NOT subscribed to this Cash ISA in the current tax year, please indicate here how much of the Cash ISA you want to transfer.

Either If you want to transfer the whole Cash ISA, tick here Or, If less, indicate the amount you wish to transfer here (£)

Q2. If the customer has subscribed to this Cash ISA in the current tax-year, the amount in your account representing current tax year subscriptions can only be transferred in whole and not in part.

Please indicate here how much of your Cash ISA you want to transfer

Either if you want to transfer the whole Cash ISA, tick the box or, if you only want to transfer your subscriptions from the current tax year, tick here or, if you only want to transfer your subscriptions from previous tax years, tick here