Home
Forms Library
Instruction to transfer an existing ISA to an ISA with

Instruction to transfer an existing ISA to an ISA with 2026

Instruction to transfer an existing ISA to an ISA with Preview on Page 1

See details

4.4 out of 5

225 votes

The document is an ISA Manager transfer form for transferring an existing ISA to Lloyds Bank Share Dealing. It provides instructions for completing the transfer, including personal details, current ISA manager information, and specifics about the type of ISA being transferred. The form emphasizes the need for authorization from the current ISA manager and outlines important notes regarding potential charges, transfer timelines, and responsibilities of the account holder.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Instruction to transfer an existing ISA to an ISA with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
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.
Next, enter your date of birth and National Insurance number. If you have an email address, include that as well.
Provide your Lloyds Bank Share Dealing ISA account number. If you do not have one yet, you can register online through the provided link.
Fill in the details of your current ISA Manager including their name, account number, address, and contact information.
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).
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.
Finally, sign and date the authorization section allowing your existing ISA Manager to process the transfer.

Start using our platform today for free to simplify your document editing and form completion!

See more Instruction to transfer an existing ISA to an ISA with versions

We've got more versions of the Instruction to transfer an existing ISA to an ISA with form. Select the right Instruction to transfer an existing ISA to an ISA with version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (77 Votes)
2019	4.4 Satisfied (225 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

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.

Does transferring an ISA count as opening a new one bar?

No. If youre transferring it to a new provider, you may have a new account open in the literal sense. But by using an official transfer process, your money is simply being moved over to a different ISA, with your current provider and new provider doing the work on your behalf.

How do I transfer an ISA account?

How to transfer your ISA. To switch providers, contact the ISA provider you want to move to and fill out an ISA transfer form to move your account. If you withdraw the money without doing this, you will not be able to reinvest that part of your tax-free allowance again.

Can I transfer my Nationwide ISA to another Nationwide ISA?

If you want to open a new Nationwide ISA and transfer your existing ISA to it, check whether your provider is on our list of managers that allow online transfers. If they are not on the list, you will have to make the transfer by visiting any Nationwide branch.

Does transferring an ISA count as subscribing?

No, an ISA transfer is different to opening a brand new one. That means you can still pay into your ISA after its been transferred. Paying into an ISA is also called subscribing.

What does transferring an ISA do?

It is when you move your ISA to another provider without losing your tax-free status. Money in an ISA needs to be transferred in a specific way, rather than withdrawn as cash, otherwise it will lose its tax-free status.

Security and compliance

At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.

Learn more

Can you transfer money from one ISA to another without penalty?

Will I be charged for transferring an ISA? You might be charged for moving an ISA but it all depends on the type of transfer: Transferring between cash ISAs or into a stocks and shares ISA is usually free, unless youre moving money from a fixed rate, fixed-term account that has an early withdrawal penalty.

Does transferring an ISA count as opening a new one?

No. Neither transferring nor renewing your ISA count as a new ISA. Even if you havent paid anything into your ISA for over a whole tax year (6 April to 5 April the following year), you can restart contributions into your existing ISA again.

Is upgrading an ISA the same as opening a new one?

ISA transfers do not count towards your annual allowance. For example, you could transfer an ISA worth over 20,000 at the beginning of a tax year. You could then contribute up to 20,000 to your new ISA in that year (unless it is a Lifetime ISA as they have a maximum annual allowance of 4,000).

Instruction to transfer an existing ISA to an ISA with 2026

Here's how it works

How to use or fill out Instruction to transfer an existing ISA to an ISA with our platform