Application Forms

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 2024/25 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