Get Isa Transfer Application Form - Killik & Co

Filling out the ISA Transfer Application Form - Killik & Co online can streamline the process of transferring your Stocks & Shares ISA or Cash ISA. This guide provides clear and detailed instructions to ensure you complete the form accurately and efficiently.

Follow the steps to complete your ISA transfer application.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. In section 1, provide your current ISA account manager's details. Start by entering your title (Mr, Mrs, Miss, Ms, or Other), followed by your surname and first name(s). Next, accurately fill in your address, including the postcode, and your ISA account number.
3. In section 2, decide how you want your transfer handled. You have several options: transfer all stock and cash intact, sell the holdings and transfer as cash, transfer a combination of stock and cash as specified, or transfer cash if the transfer cannot be made in specie. Mark the appropriate box. If transferring from a Cash ISA, indicate whether to transfer the full amount or a specified sum, and fill in the amount if applicable.
4. If you wish to transfer funds that include subscriptions made in the current tax year, provide the amount and date of each subscription in the designated spaces.
5. In section 3, you will authorize Killik & Co. This includes agreeing to hold your cash subscription, make claims for tax relief, and transfer your ISA investments on your written request. Ensure you read this section carefully and understand your authorizations.
6. In section 4, authorize your current ISA plan manager to communicate with Killik & Co regarding the transfer and declare that the application has been filled out to the best of your knowledge. You will need to sign and date the form.
7. Once all sections are filled out accurately, review the form for any errors. After confirming accuracy, you can save any changes, download, print, or share the completed form as needed.

Complete your ISA Transfer Application Form online today to ensure a smooth transfer process.