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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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