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LISA Transfer AuthorityOffice Use Only WHIM A/C NO:Please complete this form using BLOCK CAPITALS and return to Walker Crops Investment Management, ISA Transfers, Old Change House, 128 Queen Victoria
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How to fill out jisa transfer authority

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How to fill out jisa transfer authority

01
Obtain the JISA transfer authority form from the financial institution where the JISA is currently held.
02
Fill in your personal details including your name, address, and JISA account number.
03
Provide details of the new financial institution where you want to transfer the JISA to.
04
Sign and date the form to authorize the transfer.
05
Submit the completed form to the current financial institution for processing.

Who needs jisa transfer authority?

01
Individuals who wish to transfer their Junior Individual Savings Account (JISA) from one financial institution to another.
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JISA transfer authority is a form that initiates the transfer of funds from one Junior ISA (JISA) provider to another.
The legal guardian or parent of the child who holds the JISA account is required to file the JISA transfer authority.
To fill out JISA transfer authority, the legal guardian or parent must provide their information, the child's information, current JISA provider details, and new JISA provider details.
The purpose of JISA transfer authority is to transfer funds from one JISA provider to another in a seamless manner.
The JISA transfer authority must include the names and addresses of the legal guardian/parent and child, details of the current JISA provider, and details of the new JISA provider.
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