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 SIPP, ISA, Lifetime ISA, Junior ISA or Dealing account this must be done online.

  • Bare trust dealing account application form
    This 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 form
    Complete this transfer form to transfer a Child Trust Fund to a Junior ISA.

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  • CREST transfer form
    Use this transfer form to transfer share certificates held in your own name into your dealing account.

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  • CREST transfer guidance notes
    This a guidance sheet to help you complete the CREST transfer form.

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  • Dealing account application form registered pension scheme
    This is an application form to apply for a dealing account for trustees of a UK-registered pension scheme.

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  • Dealing account – joint dealing account transfer form
    Complete this transfer form to transfer an existing Joint Dealing account into a Joint Dealing account with AJ Bell

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  • Dealing account – Limited company application form
    This form can be used by the directors of a limited company to apply for an AJ Bell Dealing Account (DA).

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  • Designated dealing account application form
    This is an application form to apply for a designated dealing account.

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  • Family linking application form
    This is an application form to link members of a family who have AJ Bell accounts and to appoint an account lead to oversee them all.

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  • ISA key features
    This document outlines the key features of our ISA.

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  • Joint dealing account application form
    This is an application form to apply for a joint dealing account.

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  • Junior ISA key features
    This document outlines the key features of our Junior ISA.

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  • Junior ISA monthly subscription form
    Use this form to set up monthly subscriptions to your Junior ISA

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  • Junior ISA registered contact change request
    Use this form to change the registered contact for a Junior ISA

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  • Junior ISA transfer form
    Complete this transfer form to transfer an existing Junior ISA to AJ Bell.

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  • Junior SIPP monthly contribution form
    Use this form to set up monthly contributions to a Junior SIPP

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  • Junior SIPP registered contact change request
    Use this form to change the registered contact for a Junior SIPP

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  • Junior SIPP transfer form
    Complete this transfer form to transfer an existing Junior SIPP to AJ Bell.

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  • Legal representative form
    Use this form where an attorney or deputy is to act for a customer’s AJ Bell account(s)

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  • Lifetime ISA key features
    This document outlines the key features of our Lifetime ISA

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  • Matured Child Trust Fund to ISA transfer form
    Complete this transfer form to transfer a matured Child Trust Fund (CTF) to your AJ Bell Stocks and shares ISA.

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  • Matured Child Trust Fund to Lifetime ISA transfer form
    Complete this transfer form to transfer a matured Child Trust Fund (CTF) to your AJ Bell Lifetime ISA.

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  • NR 301 form
    You 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 guidelines
    This is a guidance sheet to help you complete a NR301 form.

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  • Regular cash withdrawal form
    This form allows you to set up a regular cash withdrawal from your your Stocks and shares ISA or Dealing account to your nominated bank or building society account.

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  • SIPP - a guide to accessing your pension
    This document outlines your options for accessing your pension.

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  • SIPP additional employer contribution form
    Use this form to make contributions to your SIPP.

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  • SIPP capped drawdown to flexi-access drawdown conversion form
    Use this form to access your pension and take income as lumps sums or income drawdown.

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  • SIPP carry forward guide
    This document explains 'carry forward' and your SIPP.

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  • SIPP employer monthly contribution form
    Use this form to set up employer monthly contributions to your SIPP

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  • SIPP Income requirements for transfer in drawdown form
    Use this form to confirm your ongoing income requirements when you transfer an account to us in drawdown.

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  • SIPP key features
    This document outlines the key features of our SIPP.

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  • SIPP transitional protection and insufficient lifetime allowance form
    Use this form if you have registered for transitional protection or if you have insufficient lifetime allowance.

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  • SIPP – Financial advice declaration form
    This 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 Account
    This is the terms and conditions of the AJ Bell SIPP, ISA, Lifetime ISA, Junior ISA and Dealing account.

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  • W-8BEN form
    You 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 guidelines
    This is a guidance sheet to help you complete a W-8BEN form.

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