Get Lloyds Bank 13250 2021-2026

Filling out the Lloyds Bank 13250 form for transferring your existing ISA is a straightforward process. This guide will provide you with detailed, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the Lloyds Bank 13250 form online.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Complete the personal details section. This includes your title, full name, address, telephone numbers, date of birth, and National Insurance number. Ensure to print all details in block capitals.
3. Enter your email address, if you have one. Provide your Lloyds Bank e-Investments stocks and shares ISA account number. If you cannot locate this, it is available in the Application Confirmation screen or the Account Overview page online.
4. Fill in the details of your current ISA Manager. Include the name, account number, address, and contact details of your current ISA Manager.
5. Specify the type of ISA you wish to transfer from by completing the relevant section (A for Stocks and Shares ISA, B for Cash ISA, C for Innovative Finance ISA, or D for Lifetime ISA). Make sure to only cross one box.
6. Determine how much of your ISA you want to transfer by selecting the appropriate option for your ISA type, indicating whether you want to transfer an entire ISA or portions of previous year’s subscriptions.
7. Provide your authorisation for your existing ISA Manager to sell the investments in the ISA and transfer the cash to Lloyds Bank e-Investments. This includes signing and dating the declaration.
8. Review all information provided to ensure accuracy before submitting the form. Check for any potential exit charges from your current ISA Manager.
9. Once you have completed the form, you can save changes, download a copy, print it, or share the form as required.

Start your transfer process and complete the Lloyds Bank 13250 form online today.