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.

  • 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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  • 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 additional payment form
    Use this form to make a payment into your dealing account.

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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 cash withdrawal form
    Use this form to withdraw money from your Dealing account to your nominated bank/building society account.

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  • Dealing account Direct Debit form
    Use this form to set up a Direct Debit for your dealing account.

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  • Dealing account transfer form
    Complete this transfer form if you are transferring an existing dealing account to your AJ Bell Youinvest dealing account.

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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 Youinvest accounts and to appoint an account lead to oversee them all.

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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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  • NR 301 form
    This form should be completed by non-Canadian residents to receive a reduced rate of tax on income from Canadian securities.

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

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  • Regular investment service user guide
    This 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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  • Terms and conditions for the SIPP, ISA, Lifetime ISA, Junior ISA and Dealing Account
    This 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 form
    This is a form to be completed by non-US citizens that are subject to US tax when receiving income from US securities.

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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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