Get Lloyds Bank 12900 2019

Filling out the Lloyds Bank 12900 form is a straightforward process that involves providing essential information for the transfer of your existing ISA to Lloyds Bank Direct Investments. This guide will help you understand each section of the form to ensure a smooth transfer experience.

Follow the steps to complete your ISA transfer form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'Your personal details' section, enter your title, first names, last name, date of birth, and contact information including mobile and home telephone numbers. Make sure to use BLOCK CAPITALS as specified.
3. Provide your National Insurance number and, if applicable, your email address.
4. In the 'Your Lloyds Bank Share Dealing ISA details' section, input your existing account number with Lloyds Bank. If you do not have an ISA, you may need to register online or call the indicated number.
5. Fill out the 'Your current ISA Manager’s details' section by providing the name, account number, address, and contact information of your current ISA manager.
6. In the 'Details about your ISA to be transferred' section, select the type of ISA you wish to transfer by crossing the appropriate box (stocks and shares, innovative finance, cash, or lifetime ISA).
7. Indicate the amount you want to transfer and how you want the transfer made, referring specifically to the instructions based on the type of ISA you selected.
8. Sign and date the request and authorisation section to allow your current ISA manager to provide relevant information to Lloyds Bank.
9. Once you have completed the form, review it for accuracy, save your changes, and then download, print, or share the completed form as needed.

Complete your ISA transfer online today for a seamless transition to Lloyds Bank.