Get Stock Transfer Form Filling In Jupiter

Filling out the Stock Transfer Form for Jupiter is an essential process for transferring your Stocks and Shares ISA. This guide will help you navigate each section of the form clearly and efficiently, ensuring you provide all necessary information for a successful transfer.

Follow the steps to complete your Stock Transfer Form with ease.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide agent details, if applicable, in block capitals. Complete the agent stamp, consultant’s name, agency number, commission percentage, and discount percentage. If no advice has been provided, ensure to tick the corresponding box.
3. Complete your personal details section. This includes your title, first name(s), surname, permanent residential address (no c/o or PO Box), postcode, security password, telephone numbers, email address, date of birth, and National Insurance number. If you do not have a National Insurance number, tick the appropriate box.
4. Select your investment choices in section three. Indicate your preferred funds by inserting the full name and percentage of ISA transfer for each fund selected. Remember to meet the minimum transfer amount of £500 per fund and to tick the income box if necessary.
5. Enter your banking details in section four only if you require income from your chosen funds. Provide the name and address of your bank or building society, along with the account name, sort code, and account number.
6. Review and sign the declaration in section five. Ensure you confirm that you are 18 years or older and that all information provided is correct to the best of your knowledge.
7. Fill out the transfer instructions in sections six and seven for managing your existing ISA. Specify the details about your current ISA manager and the wishes for transferring full or partial ISA amounts.
8. Finally, save changes, download, print, or share your completed form. If applicable, return the signed form to your agent or directly to Jupiter Unit Trust Managers Limited at the provided address.

Complete your Stock Transfer Form online today for a seamless transition of your Stocks and Shares ISA.