Useful forms
Here are a range of forms and literature that you will find useful when opening or managing your accounts.The forms are in Adobe PDF format, if your browser does not support viewing these files, you can download the free plugin.
Please note if you are looking to open an AJ Bell Youinvest SIPP, ISA, Lifetime ISA, Junior ISA or Dealing account this must be done online.
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Bare trust dealing account application formThis is an application form to apply for a dealing account for a bare trust.
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Child Trust Fund to Junior ISA transfer formComplete this transfer form to transfer a Child Trust Fund to a Junior ISA.
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CREST transfer formUse this transfer form to transfer share certificates held in your own name into your dealing account.
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CREST transfer guidance notesThis a guidance sheet to help you complete the CREST transfer form.
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Dealing account additional payment formUse this form to make a payment into your dealing account.
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Dealing account application form registered pension schemeThis is an application form to apply for a dealing account for trustees of a UK-registered pension scheme.
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Dealing account cash withdrawal formUse this form to withdraw money from your Dealing account to your nominated bank/building society account.
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Dealing account transfer formComplete this transfer form if you are transferring an existing dealing account to your AJ Bell Youinvest dealing account.
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Dealing account – joint dealing account transfer formComplete this transfer form to transfer an existing Joint Dealing account into a Joint Dealing account with AJ Bell Youinvest
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Designated dealing account application formThis is an application form to apply for a designated dealing account.
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Family linking application formThis is an application form to link members of a family who have AJ Bell Youinvest accounts and to appoint an account lead to oversee them all.
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ISA cash withdrawal formUse this form to withdraw money from your ISA to your nominated bank/building society account.
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ISA key featuresThis document outlines the key features of our ISA.
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ISA subscription formUse this form to make subscriptions into your ISA.
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ISA to Lifetime ISA transfer formComplete this transfer form to transfer an existing Help to Buy, cash or stocks and shares ISA to your AJ Bell Youinvest Lifetime ISA
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ISA transfer formComplete this transfer form to transfer an existing ISA into your AJ Bell Youinvest ISA.
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Joint dealing account application formThis is an application form to apply for a joint dealing account.
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Junior ISA key featuresThis document outlines the key features of our Junior ISA.
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Junior ISA monthly subscription formUse this form to set up monthly subscriptions to your Junior ISA
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Junior ISA registered contact change requestUse this form to change the registered contact for a Junior ISA
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Junior ISA subscription formUse this form to make subscriptions into your Junior ISA
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Junior ISA transfer formComplete this transfer form to transfer an existing Junior ISA to AJ Bell Youinvest.
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Junior SIPP monthly contribution formUse this form to set up monthly contributions to a Junior SIPP
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Junior SIPP registered contact change requestUse this form to change the registered contact for a Junior SIPP
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Junior SIPP transfer formComplete this transfer form to transfer an existing Junior SIPP to AJ Bell Youinvest.
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Legal representative formUse this form where an attorney or deputy is to act for a customer’s AJ Bell Youinvest account(s)
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Lifetime ISA key featuresThis document outlines the key features of our Lifetime ISA
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Lifetime ISA payment formUse this form to make payments into your Lifetime ISA
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Lifetime ISA to Lifetime ISA transfer formComplete this transfer form to transfer an existing Lifetime ISA into your AJ Bell Youinvest Lifetime ISA
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Matured Child Trust Fund to ISA transfer formComplete this transfer form to transfer a matured Child Trust Fund (CTF) to your AJ Bell Youinvest Stocks and shares ISA.
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Matured Child Trust Fund to Lifetime ISA transfer formComplete this transfer form to transfer a matured Child Trust Fund (CTF) to your AJ Bell Youinvest Lifetime ISA.
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NR 301 formYou need to complete this form to deal in Canadian shares in an ISA or Dealing account. Before getting started, please read the NR301 form guidelines, below.
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NR301 form guidelinesThis is a guidance sheet to help you complete a NR301 form.
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Regular investment service user guideThis is a guide to take you through the steps involved in setting up or amending a regular investment instruction with us.
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SIPP - a guide to accessing your pensionThis document outlines your options for accessing your pension.
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SIPP additional contribution formUse this form to make contributions to your SIPP.
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SIPP capped drawdown to flexi-access drawdown conversion formUse this form to access your pension and take income as lumps sums or income drawdown.
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SIPP carry forward guideThis document explains 'carry forward' and your SIPP.
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SIPP employer monthly contribution formUse this form to set up employer monthly contributions to your SIPP
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SIPP Income requirements for transfer in drawdown formUse this form to confirm your ongoing income requirements when you transfer an account to us in drawdown.
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SIPP key featuresThis document outlines the key features of our SIPP.
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SIPP transfer formComplete this form to transfer benefits from another registered pension into your SIPP.
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SIPP transitional protection and insufficient lifetime allowance formUse this form if you have registered for transitional protection or if you have insufficient lifetime allowance.
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SIPP – Financial advice declaration formThis form lets you confirm that a suitably qualified financial adviser has recommended that you transfer a defined benefit/final salary pension scheme or a scheme that includes safeguarded benefits worth £30,000 or more.
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Terms and conditions for the SIPP, ISA, Lifetime ISA, Junior ISA and Dealing AccountThis is the terms and conditions of the AJ Bell Youinvest SIPP, ISA, Lifetime ISA, Junior ISA and Dealing account.
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W-8BEN formYou need to complete this form to deal in US shares in an ISA or Dealing account. You can complete this online. Just log in and click 'Update my details' from the 'My account' menu to find it. Or you can post us the form below.
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W-8BEN form guidelinesThis is a guidance sheet to help you complete a W-8BEN form.