ISA Transfer Form

Please download and print the application form below. After you have completed and signed the form post it to Halifax Share Dealing Ltd. Please note that accounts will not be activated until the signed documents have been received.

Halifax Share Dealing Ltd
PO Box 93
1 Lovell Park Road
LS1 1NS

If you have any problems please contact us.

isa transfer form

PERSONAL DETAILS

Halifax Share Dealing Account Code

Title *

Forename(s) *

Surname *

Address Line 1 (Permanent Residence) *

Address Line 2 *

Postcode *

Daytime Telephone *

Evening Telephone

Email *

Date of birth (DD/MM/YYYY) *

Do you have a National Insurance Number? *
yesno

National Insurance No. (9 digits)

I apply to transfer my existing ISA:

A/c number *

From (existing manager) *

To (new manager) *

YOUR CURRENT ISA MANAGER’S DETAILS

Name *

Address Line 1 (Permanent Residence) *

Address Line 2 *

Postcode *

Telephone *

Account Number (12 digits Maximum) *

DETAILS ABOUT YOUR ISA TO BE TRANSFERRED

What ISA type do want to transfer? *
Stocks and Shares ISACash ISA

CASH ISA

How much of your ISA do you want to transfer? *
Current year ISA subscriptions and/orPrevious year’s ISA subscriptions in whole or in partEntire ISA

If previous year’s ISA, how much would you like to transfer?