ISA transfer history forms
Use these forms when transferring an ISA to another ISA manager.
Documents
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, inform them of the type of ISA being transferred and the amount being transferred.
Email HMRC to ask for this form in Welsh (Cymraeg).
Updates to this page
Last updated 23 November 2023 + show all updates
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Updated to include Lifetime ISA and Stocks and shares ISA transfer forms.
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First published.