Form

Notify HMRC about any ISA manager changes

Use this form to tell HMRC about any ISA manager changes.

Documents

ISA manager notification of changes

Tell HMRC online (sign in using Government Gateway)

Details

Use this form to tell us about any changes. Two people must complete the declaration and only authorised signatories already known to HMRC in this capacity can do this. If the declaration is signed by new signatories added within the form, we’re unable to accept the changes.

Please read Guidance notes for ISA managers for further information.

Email HMRC to ask for this form in Welsh (Cymraeg).

Before you start

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You’ll need to fill in the form fully before you can print it. You cannot save a partly completed form so we suggest you gather all your information together before you begin to fill it in.

Updates to this page

Published 16 March 2017
Last updated 28 February 2018 + show all updates
  1. Link to online submit version of the ISA manager notification of changes iForm has been added to the page.

  2. Text amendment made to summary to advise that 2 people must complete the declaration of the form and only authorised signatories already known to HMRC in this capacity can do this.

  3. First published.

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