Get Junior Isa

Filling out the Junior ISA application form online is a straightforward process that allows you to set up an investment account for a child. This guide provides step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to complete your Junior ISA application online.

1. Press the ‘Get Form’ button to obtain the Junior ISA application form. This will provide you with the necessary document needed to proceed with your application.
2. Begin by entering your details in the 'Your details' section. Use block capitals for clarity. You will need to provide your title, full name, date of birth, address, postcode, telephone number, and email address.
3. Next, move to the section labeled 'The child or young person’s details'. Fill in the child's title, full name, date of birth, and address. If the child has a national insurance number, include that as well.
4. Proceed to the 'The investment' section. Be mindful of the investment limits set by HMRC. For this tax year, you can invest up to £4,000. Indicate your initial single investment amount and specify if applicable.
5. If you wish to set up a regular monthly investment, indicate the amount and complete the attached Direct Debit mandate.
6. If transferring an existing Junior ISA, provide the account number and company name from which you are transferring.
7. Carefully read the Data Protection Act statement. Make sure to check relevant boxes to indicate your preferences about receiving future communications.
8. When you reach the Junior ISA declaration section, read the statements thoroughly. You must agree to the terms before signing. Your signature and the date must be included.

Complete your Junior ISA application online and secure a brighter future for a young investor.