Filling the ISA Transfer form is easy and we will guide you through it with the following steps:
1. Access the form from here.
2. Carefully fill your personal details and read the declaration - you can do it directly via the browser. If you don’t know your ISA account number yet, you can contact us and we’ll gladly help you with this information
3. Once the form has been filled you can use the Print option of your browser to download it as PDF file.*
4. Sign the form with your physical signature and sent it at ISA@trading212.com.
*Depending on the other provider's requirements, it might be required for the original form to be posted. If this is the case we will inform you accordingly once the request is submitted at ISA@trading212.com
Additional Information - ISA Transfer Authority
ISA reference of your existing account
This is the account number/reference of your ISA with the current provider. If you don’t know it yet, they should be able to provide you with this information.
I wish to transfer 100% of my:
Depending on whether you are transferring full or/and previous tax year(s) subscription, please make sure to tick the respective options.
Amount subscribed in the current year
This field should be filled only if you are transferring the current tax year’s subscriptions. In this field, you should write the amount of funds which you have deposited (subscribed) in your ISA since the beginning of the current financial year.
*The financial year in the UK starts on the 6th of April and ends on the 5th of April.
Partial previous year subscription
You must fill a value only if you are making a partial transfer. If you have already indicated a full Previous year transfer, no need to write anything here.
ISA provider’s name - you should fill your current provider’s name here.
ISA provider’s address - this is the address of your current provider.