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Application forms

Using our online services

Please be aware that any instructions you send to us via post may be subject to delays outside of our control. You may wish to use our online services, including our new scan and upload feature to ensure we process any instructions or forms without postal delays.

Forms for a Stocks and Shares ISA

Task Apply online Download form
Open with a single or regular payment Open Account opening form
Transfer my ISA to Fidelity Transfer Online only
Task Apply online Download form
Add money to my ISA Add cash Online only
Transfer into my ISA Transfer Online only
Switch between funds Switch Online only
Set up or amend regular payments Amend Online only
Sell funds Sell Online only

You can now complete a Bed & ISA online to sell from your Investment Account and invest the proceeds into your ISA. You can find this under ‘Bed & ISA form’ in the ‘Manage Investments' menu. Or if you are already logged in you can go to Bed & ISA now.

Task Apply online Download form

Bed & ISA
Use an Investment Account under your sole name to invest in an existing ISA

Bed & ISA

N/A

Bed & ISA
Use a joint Investment Account to invest in an existing ISA or open a new one

N/A

Bed & ISA form
If you have online access, you can now upload and send us the completed form online. You need to log in and go to ‘Upload forms and documents’ under ‘Documents & Messages’.

Bed & ISA on behalf of someone else

N/A

Sell investment from an Investment Account
The owner of the source Investment Account will need to complete and sign a Deed of Gift form which is at the end of the form linked above. Please ensure all sections of the form are returned to us.

Task Do it online Download form
Change my address Amend Change of address
Let us know how income is to be paid Manage Income instruction
Set up or amend a withdrawal plan N/A Regular withdrawal plan
Claim back my exit fee N/A Exit fee reimbursement

Forms related to Power of Attorney customers

Find out how to register Power of Attorney with us. Once you’ve done this, use the links below to download any additional forms.

Investment product Download form
Investment ISA Application Download form
Investment Funds Application  Download form
Junior SIPP Application Download form
Investment product Download form
Investment ISA Application Download form
Junior ISA Top-up Download form
Investment Funds Application  Download form
SIPP Top-up Download form
Junior SIPP Top-up  Download form
Investment product Download form
ISA regular savings amendment  Download form
Junior ISA regular savings amendment  Download form
Investment Funds regular savings amendment  Download form
SIPP regular savings amendment Download form
Junior SIPP regular savings amendment Download form
Investment product Download form
Investment ISA Switch  Download form
Investment Funds Switch Download form
SIPP Switch  Download form
Junior SIPP Switch Download form
Investment product Download form
SIPP Transfer Application  Download form
Junior SIPP Transfer Application Download form
Investment product Download form
ISA Sell Instruction  Download form
Investment Funds Sell Instructions  Download form