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ISA TRANSFER AUTHORITY FORM FOR THE CLIENTS OF AGENTSPersonal detailsTitle and surnameFirst name(s)Permanent residentialaddressPostcodeDaytime telephoner requirementsTick here if you do not have a
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How to fill out isa transfer authority form
How to fill out isa transfer authority form
01
To fill out an ISA transfer authority form, follow these steps:
02
Obtain the ISA transfer authority form from your current ISA provider or the new ISA provider you wish to transfer to.
03
Read the instructions on the form carefully to understand the requirements and process.
04
Provide your personal details such as your full name, date of birth, and current address.
05
Specify the details of your existing ISA, including the account number and the name of the provider.
06
Indicate the amount you want to transfer from your existing ISA to the new ISA.
07
Select the investment options or funds you wish to transfer, if applicable.
08
Provide any additional information or instructions as required.
09
Sign and date the form.
10
Submit the completed form to your new ISA provider. They will guide you through the remaining steps of the transfer process.
Who needs isa transfer authority form?
01
Anyone who currently holds an Individual Savings Account (ISA) and wishes to transfer it to a different ISA provider needs to fill out an ISA transfer authority form.
02
This form is required by individuals who want to move their ISA funds, investments, or savings from one provider to another.
03
Whether you have a cash ISA or a stocks and shares ISA, if you want to change your ISA provider, you will need to complete the ISA transfer authority form.
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