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 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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  • ISA to Lifetime ISA transfer form
    Complete this transfer form to transfer an existing Help to Buy, cash or stocks and shares ISA to your AJ Bell Youinvest Lifetime ISA

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  • Lifetime ISA Direct Debit form
    Use this form to set up a Direct Debit for your Lifetime ISA

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  • Lifetime ISA key features
    This document outlines the key features of our Lifetime ISA

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  • Lifetime ISA payment form
    Use this form to make payments into your Lifetime ISA

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  • Lifetime ISA to Lifetime ISA transfer form
    Complete this transfer form to transfer an existing Lifetime ISA into your AJ Bell Youinvest Lifetime ISA

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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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