Income Bonds trustee application form - NS&I 2026

1. Click ‘Get Form’ to open the Income Bonds trustee application form in the editor.
2. Begin by entering the initial deposit amount in BLACK CAPITAL LETTERS. Ensure it is between £500 and £1 million.
3. If you are switching from another NS&I account, provide the account holder's name, account number, and sort code in the designated fields.
4. Complete the first trustee’s details section fully, including your NS&I number, date of birth, address, and contact information.
5. If applicable, fill out the second trustee’s details similarly. Ensure all required fields are completed.
6. Specify the type of trust and its purpose in the Trust details section. Mark one box that best describes your trust type.
7. Provide beneficiary details as needed. If there are multiple beneficiaries, include their information on a separate sheet.
8. Fill in your nominated bank or building society account details for income payments and withdrawals.
9. 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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