Guidance

Apply to become an approved Lifetime ISA manager

Apply to be an approved Lifetime Individual Savings Account (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 application programming interface (API).

Before you start

To apply to become an approved Lifetime ISA manager you should be registered with HMRC as an ISA manager, and have an ISA manager reference.

Email: savings.audit@hmrc.gov.uk if you are not an ISA manager but want to offer the Lifetime ISA.

You must build and test all of the endpoints for the Lifetime ISA API before you apply. Find out the technical requirements in the Developer Hub.

You’ll need your:

  • Government Gateway user ID and password
  • registered company name
  • business structure (like limited company or friendly society)
  • Unique Taxpayer Reference 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

After you’ve applied

HMRC will email you a readiness declaration form so you can confirm that your:

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

Print off the form, fill it in and post it 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

You can contact the Software Developers Support Team if you have technical questions about the Lifetime ISA API.

Email savings.audit@hmrc.gov.uk if you have a question about your application, or the details of the Lifetime ISA.

Published 23 July 2018