Get Isa 90 Day Share Transfer - Static.halifax.co.uk

This guide provides step-by-step instructions on how to accurately fill out the ISA 90 Day Share Transfer form online. Following these instructions will help ensure a smooth transfer of your shares into your ISA, adhering to necessary regulations.

Follow the steps to complete the ISA 90 Day Share Transfer form online.

1. Press the ‘Get Form’ button to access and open the ISA 90 Day Share Transfer form in your preferred online editor.
2. Fill in your personal details by entering your Halifax Share Dealing account number, full name, address, date of birth, and National Insurance number. Ensure all information is provided clearly and accurately.
3. In the section for company name and share description, specify the name of the company and a brief description of the shares you are transferring.
4. Indicate the amount or value of shares to transfer by selecting the appropriate option: number of shares or value of shares. If applicable, specify the maximum amount allowed.
5. Choose your instructions for any remaining shares. Select whether you want to transfer the balance to your Halifax Share Dealing account or request a certificate for the remaining shares.
6. Provide proof that the shares have emerged from a qualifying scheme within the last 90 days. Attach the signed CREST transfer form and any supporting documentation required. Note that this documentation may be labeled ‘Notice of Exercise of Option’ or ‘Appropriation Notice’.
7. Complete the important notes section by declaring your eligibility regarding ISA subscriptions, age, and residency status. This should confirm you have not subscribed to another ISA within the same tax year.
8. Authorise your existing ISA Manager by signing the form and providing your first name and last name in the specified fields. Include the date of your signature.
9. After completing the form, review all entries for accuracy. Once confirmed, save your changes. You can then download, print, or share the completed form as needed.

Complete your ISA 90 Day Share Transfer form online today!