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  • Additional Contribution Form - Iweb Share Dealing

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Additional Contribution Form IWeb Share Dealing Self Invested Personal Pension Additional Contribution Form This is an application form to pay an additional oneoff contribution or establish a regular.

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How to fill out the Additional Contribution Form - IWeb Share Dealing online

The Additional Contribution Form for IWeb Share Dealing is designed for users wishing to make one-off or regular contributions to their pension. This guide provides clear, step-by-step instructions to assist you in filling out the form online, ensuring your contribution is processed smoothly.

Follow the steps to complete the form online:

  1. Press the ‘Get Form’ button to access and open the form in your preferred editing tool.
  2. Provide your personal details, including your title, surname, forenames, national insurance number, permanent residential address, contact numbers, email address, and marital status. This information helps to identify you as the contributor.
  3. If you are a legal guardian completing the form for a member under 18, complete the legal guardian’s details section with similar information: title, surname, forenames, address, and contact details.
  4. Indicate the contribution amounts in the contributions section. Specify your single contribution amount (both member and employer) and your regular monthly contribution. Ensure that each amount is clearly marked and that contributions are net (for member) or gross (for employer).
  5. Select the sources of funding for your member contributions by ticking the appropriate boxes. If selecting 'Other', provide a brief description.
  6. If your employer is contributing on your behalf, fill in their details including name, address, and whether they are listed on a recognized stock exchange.
  7. Read through the declarations. Ensure all details are correct and complete. You must certify that the information is accurate and that you are eligible for tax relief in accordance with the guidelines provided.
  8. Finally, sign and date the application where indicated. If the member is under 18, the legal guardian must also sign the form and return it to the specified address for processing.

Complete your Additional Contribution Form online today to ensure your contributions are processed efficiently.

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Stocks and Shares ISA Application. Filling in the application takes about 10 minutes. As this will be the first time you've paid into your Stocks and Shares ISA in the current tax year, you'll have to confirm that you agree to the ISA declarations. It shouldn't take any longer than 5 minutes.

Simply sign in to apply. Once you've accessed your Share Dealing Account, click on 'Open a new account' in the right-hand navigation. Investments with Halifax Share Dealing Limited are protected up to a total of £85,000 by the Financial Services Compensation Scheme.

You can open a stocks and shares ISA at any point during the tax year. The ISA provider will require your address, nationality, date of birth, phone number and national insurance number. They are also likely to ask for ID and proof of address. Once the ISA provider has verified your details, the account will go live.

Yes, iWeb is a really competitive low cost offering which offers investors a simple and affordable way to invest with a diverse range of shares.

Deposit the share certificate into a IWeb Share Dealing Account by downloading and printing a transfer form (PDF, 47 KB) and a separate Crest Transfer Form (PDF, 39 KB) for each stock you're depositing. This takes approximately 10 working days. Please note that we are unable to accept Irish certificates.

For the tax year 2023/24, you can start using your new allowance on April 6th 2023.

website builders iWeb is a DIY platform operated by Halifax Sharedealing. Like the Halifax service, it is heavily focused on delivering a low-cost, effective way of share and fund dealing. It offers a range of investments and accounts including ISAs and SIPPs.

Yes, if you opt for a self-select ISA you can choose which investment funds, unit trusts and stocks and shares you invest in.

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