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.
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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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Family linking application formThis 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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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 transfer formComplete this transfer form to transfer an existing Junior ISA to AJ Bell.
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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 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.