Income Bonds trustee application form - NS&I 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 amounts, payment methods, and required details for trustees, beneficiaries, and settlors. The form also includes information on trust types, holding limits, and verification requirements to comply with regulatory standards.

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Click ‘Get Form’ to open the Income Bonds trustee application form in the editor.
Begin by entering the initial deposit amount in BLACK CAPITAL LETTERS. Ensure it is between £500 and £1 million.
If you are switching from another NS&I account, provide the account holder's name, account number, and sort code in the designated fields.
Complete the first trustee’s details section fully, including your NS&I number, date of birth, address, and contact information.
If applicable, fill out the second trustee’s details similarly. Ensure all required fields are completed.
Specify the type of trust and its purpose in the Trust details section. Mark one box that best describes your trust type.
Provide beneficiary details as needed. If there are multiple beneficiaries, include their information on a separate sheet.
Fill in your nominated bank or building society account details for income payments and withdrawals.
Finally, sign and date the declaration at the end of the form before submitting it to NS&I along with any required 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 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 NSI income Bonds be held in trust?

Trusts are permitted for: Savings Certificates. Guaranteed Income Bonds. Guaranteed Growth Bonds.

Are NSI income Bonds still available?

Yes. If you have an NSI Direct Saver, you can apply online for a Guaranteed Income Bond and pay for it from your Direct Saver. If you want to use another NSI account to pay for your Guaranteed Income Bond, youll need to complete a switching form.

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.

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How to withdraw money from NSI income Bonds?

You can easily withdraw money from your Income Bonds without needing to create an online profile. All you need to do is fill out a quick online form. Make sure you have your account details to hand. You can also download, print and complete a cashing in form.

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.