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  • Skipton Investor Declaration Form

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Lifetime ISAInvestor Declaration Section 1: Investor declaration Lifetime ISA investors buying their first home must provide a declaration and information to the conveyancer dealing with the property purchase.

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How to fill out the Skipton Investor Declaration Form online

This guide provides clear and supportive instructions for users looking to complete the Skipton Investor Declaration Form online. By following these steps, you can ensure that your application is filled out accurately to facilitate the withdrawal of funds from your Lifetime ISA for your first home purchase.

Follow the steps to complete the form successfully.

  1. Click ‘Get Form’ button to access the Skipton Investor Declaration Form and open it in your preferred online editor.
  2. In Section 1, provide your investor declaration confirming that you meet all eligibility requirements for withdrawing funds from your Lifetime ISA. You must ensure that you understand the implications of your declaration.
  3. Proceed to Section 2 and enter your personal details. This includes your title, first name, surname, current address, and postcode. Additionally, specify the price of the property you are purchasing, ensuring it does not exceed £450,000.
  4. Input the address and postcode of the property you are buying. Clearly indicate the amount you wish to withdraw from your Lifetime ISA.
  5. In Section 3, input the name and address of your Lifetime ISA manager, which is Skipton Building Society, along with the specific postcode.
  6. In Section 4, provide your Lifetime ISA account number(s). Ensure this information is accurate to prevent any issues with your withdrawal.
  7. If known, fill in Section 5 with the name and address of the seller's conveyancer and their postcode. This step is important for the transaction process.
  8. Review Section 6, where you will declare that the information you've provided is true and complete. This section includes various declarations regarding your eligibility as a first-time buyer and the intended use of the withdrawn funds.
  9. Finally, sign and date the declaration to authenticate the form. Once you have completed all sections, take the time to review your entries for accuracy.
  10. Once satisfied with the information provided, you can save your changes, download the completed form, print it, or share it as required.

Complete your Skipton Investor Declaration Form online today to facilitate your first home purchase.

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Process to request a withdrawal Log in to Skipton Online or our mobile app and send us a secure message including; Within five working days we will email confirmation of your request and details of any government withdrawal charge payable.

How soon will my Conveyancer receive my money before my completion date? If we have received a completion date on your declaration form, we aim to release the money within 48 hours before your completion date. If we do not have this, we will release the funds to your conveyancer 30 days after we receive the request.

You're likely to need to provide account information to the ISA provider you're transferring to, you should give them the following: Account holder name: Skipton Building Society. Sort code: 20-78-91. Account number: 70798924. Reference number: your 9-digit Skipton account number.

a declaration that you've received the information from the investor and that you have no reason to believe it to be untrue or incomplete. the purchase price of the property. a declaration that the amount to be withdrawn will only be released towards covering the purchase price of the property.

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