Form

ISA transfer history forms

Use these forms when transferring an ISA to another ISA manager.

• From: HM Revenue & Customs
• Published: 3 September 2009
• Last updated: 3 October 2024 — See all updates

Documents

Cash ISA transfer history form

PDF, 418 KB, 2 pages

This file may not be suitable for users of assistive technology.

Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Lifetime ISA transfer history form

PDF, 228 KB, 3 pages

This file may not be suitable for users of assistive technology.

Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Stocks and shares ISA transfer history form

PDF, 424 KB, 2 pages

This file may not be suitable for users of assistive technology.

Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

Give the form to the new ISA manager within 5 working days of the date of the acceptance of the transfer being received.

If the form cannot be given to the new manager on the date of transfer, you should let them know the type of ISA being transferred and the amount being transferred.

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

Published 3 September 2009
Last updated 3 October 2024 + show all updates

1. 3 October 2024

   The Cash ISA and Stocks and shares ISA transfer history forms have been updated.

2. 23 November 2023

   Updated to include Lifetime ISA and Stocks and shares ISA transfer forms.

3. 3 September 2009

   First published.