Collection

Forms for savings and investments

This collection brings together all forms for savings and investments.

• From: HM Revenue & Customs
• Published: 20 November 2014

ISA forms

• Tax on savings: Individual Savings Accounts interim claim (ISA10)
  • 6 August 2019
  • Form
• Individual Savings Account annual return and claim (ISA14)
  • 12 September 2019
  • Form
• Tax on savings: Individual Savings Accounts annual statistical return (ISA14a Stats)
  • 6 April 2019
  • Form
• Notify HMRC about any ISA manager changes
  • 28 February 2018
  • Form
• Tax on savings: apply for approval as an ISA manager
  • 8 December 2017
  • Form
• ISA transfer history forms
  • 23 November 2023
  • Form

JISA forms

• Child Trust Fund and Junior ISA: terminal illness early access
  • 15 August 2022
  • Form
• Tax on savings: Junior Individual Savings Account annual statistical return (Market Value) (JISA 14 Stats)
  • 4 July 2017
  • Form
• Tax on savings: Junior individual Savings Accounts annual statistical return (Subscriptions) (JISA25 Stats)
  • 7 August 2014
  • Form
• Tax on savings: Junior Individual Savings Account annual statistical return (JISA 14a Stats)
  • 19 August 2014
  • Form

Other savings and investments forms

• Apply to get a joint annuity without Income Tax taken off
  • 1 October 2009
  • Form
• Apply to get an annuity without Income Tax taken off
  • 31 March 2016
  • Form

Published 20 November 2014