Get Isa Manager Transfer Form - Halifax Uk

Transferring your individual savings account (ISA) to Halifax could be a beneficial financial decision. This guide provides clear instructions on how to effectively complete the ISA manager transfer form online.

Follow the steps to fill out the ISA manager transfer form efficiently.

1. Use the ‘Get Form’ button to obtain the ISA manager transfer form, opening it in your preferred editor.
2. Provide your personal details in section 1. Include your title, telephone numbers, first and last names, date of birth, National Insurance number, and address. Ensure to print all details in block capitals.
3. In section 2, fill in your Halifax Share Dealing ISA details. Enter your account code if you already have an ISA with Halifax Share Dealing. If you do not have an account, instructions for registration are provided.
4. Complete section 3 with details from your current ISA manager. This includes their name, account number, address, and contact information.
5. In section 4, indicate which type of ISA you are transferring from by completing either section A for stocks and shares ISA or section B for cash ISA. Provide the amount you wish to transfer and any specific instructions regarding the transfer method.
6. In section 5, provide your signature to authorize the transfer. This act allows your existing ISA manager to transfer your ISA to Halifax Share Dealing Limited and share necessary information.
7. Review important notes section 6 carefully. Understand the implications and conditions regarding the transfer process. Ensure all provided information is accurate before submitting the form.

Complete your ISA manager transfer form online today to start your transfer process.