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Junior ISA Transfer Application Form For transferring a Junior ISA (LISA) from another provider to Dudley Building Society. Please complete sections 1 to 4 and forward to our Customer Service Team
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How to fill out junior isa transfer application

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How to fill out junior isa transfer application

01
Download the junior ISA transfer application form from the provider's website or request it by phone or email.
02
Read the instructions and requirements carefully before filling out the form.
03
Provide all the necessary details, including the child's personal information, current ISA provider information, and the account details being transferred.
04
Fill out all sections of the form accurately and legibly.
05
Attach any required supporting documents, such as proof of identity or previous ISA statements.
06
Double-check the form to ensure all information is correct and all fields are filled out.
07
Sign the application form as required.
08
Submit the completed form and any supporting documents to the new ISA provider either by post or electronically, as instructed.
09
Await confirmation from the new ISA provider regarding the transfer process and timeline.
10
Keep a copy of the completed application form and any supporting documents for your records.

Who needs junior isa transfer application?

01
Parents or legal guardians who wish to transfer their child's existing Junior ISAs to a different provider.
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A junior isa transfer application is a form that allows the transfer of funds from one Junior ISA account to another.
The legal guardian or parent of the child who owns the Junior ISA account is required to file the transfer application.
To fill out the junior isa transfer application, the parent or legal guardian must provide information about both the current and new Junior ISA accounts.
The purpose of the junior isa transfer application is to move funds from one Junior ISA account to another for better investment choices or lower fees.
The application must include details about the current Junior ISA account, such as account number, provider, and amount to transfer, as well as information about the new account.
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