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How to fill out the Using Additional Permitted Subscription (APS) - Barclays Help document online
This guide provides detailed instructions for users on how to complete the Using Additional Permitted Subscription (APS) application form for a Cash ISA through Barclays. By following these steps, users will ensure their form is filled correctly and submitted without issues.
Follow the steps to successfully fill out the form
- Press the ‘Get Form’ button to access the application form and open it for editing.
- Begin by indicating whether you already hold an account with Barclays Bank. Select 'Yes' or 'No' and proceed accordingly.
- Complete Part 1: Type of account, selecting the desired Cash ISA option. Ensure that all necessary options are chosen.
- In Part 2: Investor details, fill in your title, full name, and provide your permanent residential address.
- In Part 3: Details of the Deceased, input the required information about the deceased individual, including date of death and permanent address at the time of death.
- Complete Part 4: Additional Permitted Subscription (APS) details, ensuring precision in specifying your subscription details.
- Fill out Part 5: Marriage/Civil Partnership details if applicable, and complete Part 6: APS Eligibility Declaration to confirm your eligibility for the subscription.
- Sign and date the application in the designated area, affirming that all information provided is accurate.
- Submit your completed form either in person at a Barclays branch or by post to the ISA Processing Team, along with any necessary identification and proof of address.
Complete your application online today to ensure a smooth processing experience.
The additional permitted subscription is equal to the total value of the deceased's ISA accounts Additional permitted subscriptions can be made to a new or existing Cash ISA, Stocks and Shares ISA, Innovative Finance ISA or Lifetime ISA (if eligible, £4,000 per annum limit applies to Lifetime ISAs) or a combination.
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