90 day ISA transfer form

Subscribing to your ISA using shares held in your Share Dealing Account

Shares can be transferred directly into an ISA if they have been acquired from an HMRC approved Save As You Earn (SAYE) scheme or a Share Incentive Plan (SIP) within the last 90 days.

Before you complete this form:
You need to arrange to transfer your shares into your Share Dealing Account. To do this, you can complete a Broker Transfer form in the Transfers section on your account. Some share-scheme providers need you to request this directly through them. If so, we’ll let you know when we get your Broker Transfer request.

If your shares are held on a certificate:
You need to complete a different ISA 90-Day Certificate Form (PDF, 150KB) and send this to us with your certificate, a CREST Transfer Form (PDF, 40KB). You'll also need proof that these shares are from an approved scheme. Please note that we can’t accept Irish certificates.

We’ll need you to send proof the shares are from an approved scheme. This can be a Letter of Appropriation or Share Plan statement. There’s more information on this at the end of this form.

All shares must be registered in the sole name of the individual subscribing to the ISA.

We recommend you send your request and proof at least three weeks before the end of the 90-day period. This gives us time to carry out our checks.

ISA confirmation
If you don't have an open Stocks and Shares ISA you'll need to open one. You can do this from the ‘Open a new account’ tab on the right-hand side menu. Please note that you can't add an ISA to a joint account.
 

This should match your passport.
Enter your mobile phone number. If you don’t have a mobile then use your landline number.
You can find this on your statement, or at the top of most of our share dealing online pages. It’s nine characters long and starts with 000.

Please note that is your responsibility to transfer shares into your Share Dealing Account.

We must hold the shares in your Share Dealing Account and have all of your documentation to complete a transfer.


 

£

Please remember that we can only transfer up to the available ISA limit for this tax year.

If you request a specific amount which exceeds this, the remaining shares will stay in your Share Dealing Account.

 

 

Please take the time to check the details you have entered, as we can't complete instructions with missing documents or incorrect information.

Please confirm the following:

We must receive both the shares and proof they’re from an approved scheme, within the 90-day period.

We would recommend that you send all the required paperwork at least two weeks before the end of the 90 day period to give us time to carry out relevant checks.


 

Submit