ISA Manager transfer form - Instruction to transfer an existing ISA to your Lloyds Bank e-Investments stocks and shares ISA. ISA Manager transfer form - Instruction to transfer an existing ISA to your Lloyds Bank e-Investments stocks and shares ISA; 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling in your personal details. Ensure you print all information in BLOCK CAPITALS, including your title, first names, last name, address, and date of birth.
3. Provide your National Insurance number and contact details, including home and mobile phone numbers.
4. Enter your Lloyds Bank e-Investments stocks and shares ISA account number. If you don’t have it handy, find it on the Application Confirmation screen or Account Overview page online.
5. Fill in your current ISA Manager’s details: name, account number, address, and contact information.
6. Indicate the type of ISA you wish to transfer by selecting one option from the provided categories (Stocks and Shares ISA, Cash ISA, Innovative Finance ISA, Lifetime ISA).
7. Specify how much of your ISA you want to transfer by completing the relevant sections based on your selection.
8. Sign and date the declaration authorizing your existing ISA Manager to process the transfer.

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