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Application Forms

Please note the vast majority of transactions on our platform are online only. A list of these online transactions can be found here.

We also offer an Upload & Send Documents function, that allows you to upload documents from a list of instruction types (including some offline application forms). The documents will then be sent automatically to the correct team to complete your request saving you time and reducing turnarounds times.

In the sections below, you’ll find application forms relating to tasks you cannot currently complete online.

Here you’ll find all the ISA forms for processes that currently cannot be conducted online.

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ISA forms
Transactions that can only be conducted online

ISA forms (offline processes only)

When should I use this form?

If you are a third-party payee wishing to set up or amend a Regular Savings Plan for a Junior ISA.

Junior ISA 2025/26 form for regular payments

When should I use this form?

If you need to change the registered contact for a Junior ISA account.

Junior ISA change of registered contact form

When should I use this form?

When you wish to transfer your clients Child Trust Fund into a Junior ISA account with Fidelity.

Child Trust Fund Transfer to Junior ISA Form

When should I use this form?

When transferring an inherited ISA allowance from another plan manager (for use by the surviving spouse or civil partner).

Inherited ISA form

When should I use this form?

To open an ISA using the allowance of a client’s late spouse/civil partner.

Inherited ISA allowance form

When should I use this form?

When selling an ISA or an investment holding of a Fidelity investor who has died.

Selling in the event of the death of a Fidelity investor form

When should I use this form?

If you are moving money from an Investment Account held by your client to an unrelated third party's ISA.
If you are moving money from an Investment Account held by one spouse to the other spouse's ISA.

Please note all other Bed & ISA tasks can be completed online, including if you wish to move money from a joint investment account (held by both spouses) to an ISA for one of the spouses.

You will also need the clients owning the source Investment Account and the target ISA Account to complete and sign a Deed of Gift form which should be returned with the Bed & ISA third party form. If you submit via ‘Upload and Send’ you should use the ‘Instruction Form’ Section for the Bed & ISA third party form and upload the Deed of Gift form as a supporting document.

Bed & ISA third party form

Deed of Gift form

When should I use this form?

When you wish to merge two ISAs into one, or to split one ISA into two.

ISA merger and split form

These transactions can only be conducted online

ISA

Lump sum investments (new and top ups)
Regular savings plans
Transfers and re-registration
Bed & ISA (sole account to sole account)
Managing income (natural income & fixed withdrawals)
Switching and rebalancing
Sell/Withdraw
Adviser fees
Update bank details

Investment Account

Lump sum investments (new and top ups)
Regular savings plans
Re-registration
Managing income (natural income & fixed withdrawals)
Switching and rebalancing
Sell/Withdraw
Adviser fees
Update bank details

Pension

Lump sum investments
Regular savings plans (except for employer contributions)
Transfers and re-registration
Switching and rebalancing
Crystallisation
Managing income from a drawdown account
Adviser fees
Update bank details

Upload & Send service

Our ‘Upload & Send Documents’ function allows you to upload documents – digitally signed if necessary – from a list of instruction types.

Doing business with us

Here you’ll find all you need in order to do business with Fidelity, including disclosure materials that should be given to clients before they invest.