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 formMore Info
This is an application form to apply for a dealing account for a bare trust.
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.
Joint dealing account application formMore Info
This is an application form to apply for a joint dealing account.
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).
Terms and conditions for the SIPP, ISA, Lifetime 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.
W-8BEN 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.
W-8BEN form guidelinesMore Info
This is a guidance sheet to help you complete a W-8BEN form.