Instruction to transfer an existing ISA to an ISA with 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling in your personal details. Select your title (Mr, Mrs, Miss, Ms, Other) and provide your first name, last name, address, postcode, and telephone numbers. Ensure all details are printed in BLOCK CAPITALS.
3. Next, enter your date of birth and National Insurance number. If you have an email address, include that as well.
4. Provide your Lloyds Bank Share Dealing ISA account number. If you do not have one yet, you can register online through the provided link.
5. Fill in the details of your current ISA Manager including their name, account number, address, and contact information.
6. Indicate which type of ISA you wish to transfer from by completing the relevant section (A for Stocks and Shares ISA, B for Cash ISA, C for Innovative Finance ISA, D for Lifetime ISA).
7. Specify how much of your ISA you want to transfer and how you would like the transfer to be made. Complete any additional fields as required based on your selected type of ISA.
8. Finally, sign and date the authorization section allowing your existing ISA Manager to process the transfer.

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