Get Isa Additional Payment Form - Rbs Co

Filling out the ISA Additional Payment Form - Rbs Co online is a straightforward process that allows you to top up your investment efficiently. This guide walks you through each step to ensure accurate and complete submissions.

Follow the steps to fill out the ISA Additional Payment Form online

1. Press the ‘Get Form’ button to obtain the ISA Additional Payment Form and open it for editing.
2. Enter your personal details in Section 1. You must provide your Investment Funds Account Number, title, first name(s), surname, and address. Make sure that all information matches your latest Investment Statement to avoid processing delays.
3. Indicate your payment preference in Section 2. Choose to make a one-off payment or to increase your monthly payment. If making a one-off payment, enter the amount ensuring it meets the minimum of £250 per fund. If increasing a monthly payment, enter the new total amount you wish to contribute.
4. In the payments section, if you are sending a cheque, make it payable to 'RBS Collective Investment Funds Limited' and write your account number on the back. If you are increasing your monthly payment, follow the instructions to ensure it aligns with the required minimum.
5. Complete Section 3 by signing the declaration and providing your name and date of signing. Review the declaration to confirm you meet all necessary criteria and understand the terms and conditions.
6. After filling out the form, save your changes. You have the option to download, print, or share the completed document as needed before mailing it to RBS Collective Investment Funds Limited at the provided address.

Complete your ISA Additional Payment Form online to manage your investments effectively.