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Fillable Online Income Bonds application form for trustees ...

Fillable Online Income Bonds application form for trustees ... 2026

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The document is an application form for opening an NS&I Income Bonds account specifically for trustees. It outlines the necessary steps, including initial deposit requirements, payment methods, trustee and beneficiary details, and supporting documentation needed to complete the application. The form emphasizes compliance with regulatory requirements and provides guidance on how to certify documents and verify identities.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the initial deposit amount in the designated box, ensuring you use BLACK CAPITAL LETTERS for clarity.
If you are paying by cheque, provide the account holder's name and account number in section 2a. If switching from another NS&I account, fill out section 2b with the relevant details.
Complete the first trustee’s details including title, date of birth, address, and contact information. Ensure all fields are filled accurately as this is essential for processing.
If applicable, provide details for a second trustee in section 4. Repeat the same process as for the first trustee.
Fill out sections regarding beneficiaries and settlors, providing necessary identification and source of funds as required.
Finally, ensure all trustees sign and date the form before submitting it to NS&I at Sunderland SR43 2SB along with any required supporting documents.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (107 Votes)
2020	4.3 Satisfied (118 Votes)
2019	4.3 Satisfied (45 Votes)
2018	4.3 Satisfied (57 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I get NSI forms from the post office?

You will still be able to buy Premium Bonds at a Post Office counter, but we will no longer accept payment in cash. We will only accept debit cards or cheques. NSIs brochures, forms and reply envelopes will no longer be on display at Post Office branches.

Do NSI do trust accounts?

You can open an account in your own name or jointly with one other person. You can also invest in trust for someone else. You can: If you want to switch to Income Bonds from another NSI account or investment, youll need to print and fill in our switching form before posting it back to us.

Can you put an investment bond in trust?

Capital Gains Tax Exemption: Unlike assets such as property, unit trusts, or shares, investment bonds are not subject to capital gains tax. This means that assigning an investment bond to a trust by way of gift or from a trust to a beneficiary does not create a chargeable event or tax liability.

Can NSI income bonds be transferred on death?

Premium Bonds Bonds cant be transferred into another persons name but will be kept on record for 12 months and prizes will be sent by warrant to the person who is entitled to the money.

Can you put bonds in a trust?

Sometimes, savings bonds are held in a trust by a person for the benefit of another person. The trustor is the person, institution, or organization who creates a trust.

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