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Inherited ISA allowance form To open an ISA using the allowance of your late spouse/civil partner How to fill in this form: Please use black ink and write clearly inside the boxes provided using capital
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The allowance transfer is from inherited ISA.
The individual who owns the inherited ISA is required to file.
The form can be filled out online or through mail following the instructions provided by the institution.
The purpose is to transfer the allowances from the inherited ISA to the new account.
Details of the inherited ISA, account numbers, and the amount of allowances being transferred.
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