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 here.

Please note if you are looking to open an AJ Bell Youinvest SIPP, ISA, Junior ISA or dealing account this must be done online.

Application to invest in complex financial instrumentsMore Info
This is a questionnaire to determine your suitability to trade in complex financial instruments.
Bare trust dealing account application formMore Info
This is an application form to apply for a dealing account for a bare trust.
Child Trust Fund to Junior ISA transfer formMore Info
Complete this transfer form to transfer a Child Trust Fund to a Junior ISA.
CREST transfer formMore Info
Use this transfer form to transfer share certificates held in your own name into your dealing account.
CREST transfer guidance notesMore Info
This a guidance sheet to help you complete the CREST transfer form.
Dealing account additional payment formMore Info
Use this form to make a payment into your dealing account.
Dealing account application form registered pension schemeMore Info
This is an application form to apply for a dealing account for trustees of a UK-registered pension scheme.
Dealing account cash withdrawal formMore Info
Use this form to withdraw money from your Dealing account to your nominated bank/building society account.
Dealing account Direct Debit formMore Info
Use this form to set up a Direct Debit for your dealing account.
Dealing account transfer formMore Info
Complete this transfer form if you are transferring an existing dealing account to your AJ Bell Youinvest dealing account.
Designated dealing account application formMore Info
This is an application form to apply for a designated dealing account.
Family linking application formMore Info
This 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.
FATCA Entity QuestionnaireMore Info
This is a questionnaire to be completed by all new entities (not individuals) as part of our account opening process.
ISA cash withdrawal formMore Info
Use this form to withdraw money from your ISA to your nominated bank/building society account.
ISA Direct Debit formMore Info
Use this form to set up a Direct Debit for your ISA.
ISA key featuresMore Info
This document outlines the key features of our ISA.
ISA subscription formMore Info
Use this form to make subscriptions into your ISA.
ISA transfer formMore Info
Complete this transfer form to transfer an existing ISA into your AJ Bell Youinvest ISA.
Joint dealing account application formMore Info
This is an application form to apply for a joint dealing account.
Junior ISA Direct Debit formMore Info
Use this form to set up a Direct Debit for your Junior ISA
Junior ISA key featuresMore Info
This document outlines the key features of our Junior ISA.
Junior ISA transfer formMore Info
Complete this transfer form to transfer an existing Junior ISA to AJ Bell Youinvest.
Key features for collective investmentsMore Info
This document outlines the key features for collective investments.
NR 301 formMore Info
This form should be completed by non-Canadian residents to receive a reduced rate of tax on income from Canadian securities.
NR301 form guidelinesMore Info
This is a guidance sheet to help you complete a NR301 form.
Regular investment service user guideMore Info
This is a guide to take you through the steps involved in setting up or amending a regular investment instruction with us.
Representative instruction formMore Info
Use this form to appoint a representative to have access to your account(s).
SIPP additional contribution formMore Info
Use this form to make contributions to your SIPP.
SIPP benefit form – annuityMore Info
Use this form if you wish to purchase a lifetime annuity and would like AJ Bell Youinvest to pay you a tax free lump sum.
SIPP benefit form – income drawdown and lump sum paymentsMore Info
Use this form to access your pension and take income as lumps sums or income drawdown.
SIPP benefits guideMore Info
This is a guidance sheet to help you complete the SIPP benefits form.
SIPP capped drawdown to flexi-access drawdown conversion formMore Info
Use this form to access your pension and take income as lumps sums or income drawdown.
SIPP carry forward guideMore Info
This document explains 'carry forward' and your SIPP.
SIPP death benefit nomination and expression of wishes formMore Info
Use this form for the nomination of beneficiaries for your SIPP.
SIPP Direct Debit formMore Info
Use this form to set up a Direct Debit for your SIPP.
SIPP Income requirements for transfer in drawdown formMore Info
Use this form to confirm your ongoing income requirements when you transfer an account to us in drawdown.
SIPP key featuresMore Info
This document outlines the key features of our SIPP.
SIPP transfer formMore Info
Complete this form to transfer benefits from another registered pension into your SIPP.
SIPP transitional protection and insufficient lifetime allowance formMore Info
Use this form if you have registered for transitional protection or if you have insufficient lifetime allowance.
Terms and conditions for the SIPP, ISA, Junior ISA and Dealing AccountMore Info
This is the terms and conditions of the AJ Bell Youinvest SIPP, ISA, Junior ISA and dealing account.
W8-BEN formMore Info
This is a form to be completed by non-US citizens that are subject to US tax when receiving income from US securities.
W8-BEN form guidelinesMore Info
This is a guidance sheet to help you complete a W8-BEN form.