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Income Bonds trustee application form - NS&I 2026
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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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