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.

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.
ISA to Lifetime ISA transfer formMore Info
Complete this transfer form to transfer an existing Help to Buy, cash or stocks and shares ISA to your AJ Bell Youinvest Lifetime ISA
Lifetime ISA Direct Debit formMore Info
Use this form to set up a Direct Debit for your Lifetime ISA
Lifetime ISA key featuresMore Info
This document outlines the key features of our Lifetime ISA
Lifetime ISA payment formMore Info
Use this form to make payments into your Lifetime ISA
Lifetime ISA to Lifetime ISA transfer formMore Info
Complete this transfer form to transfer an existing Lifetime ISA into your AJ Bell Youinvest Lifetime ISA
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.