Guidance

Apply to become an approved Lifetime ISA manager

Use this service to apply to be an approved Lifetime ISA manager or check the status of your application.

You’ll need to be an approved Lifetime ISA manager to create accounts for your investors and send information to HMRC using the Lifetime ISA API.

Before you start

You must be registered with HMRC as an ISA manager.

Use the developer hub to find out the technical requirements for the Lifetime Individual Savings Account (ISA) application programming interface (API) before you apply.

You’ll need your:

  • Government Gateway user ID and password
  • registered company name
  • business structure (like limited company or friendly society)
  • Unique Taxpayer Reference (UTR) number
  • Financial Conduct Authority reference number
  • ISA manager reference

Apply

Online services may be slow during busy times. Check if there are any problems with this service.

Apply now

What happens next

After you’ve applied, HMRC will send you a readiness declaration by email. You’ll need to fill this in to tell them that your:

  • bank and liaison officer details are up to date
  • IT systems are ready to access the Lifetime ISA API

You must print out this form, complete it and return it by post to:

Charities
Savings and International 1
HM Revenue and Customs
BX9 1AU

HMRC will make a decision about your application when they have received your online application and readiness declaration. It may take up to 14 days for HMRC to make a decision.

HMRC will send you their decision by email. You can also sign in to the application service to check the status of your application.

When you’re approved as a Lifetime ISA manager you’ll be able access the Lifetime ISA API and create new accounts for your investors.

Get help with the Lifetime ISA API

You can contact the software developers support team if you have technical questions about the Lifetime ISA API.

Published 23 July 2018