How to use or fill out Lifetime ISA - Investor Declaration with our platform
- Click ‘Get Form’ to open the Lifetime ISA - Investor Declaration in the editor.
- Begin with Section 1, where you must confirm your status as a first-time buyer and provide necessary details to your conveyancer. Ensure all required information is included to avoid withdrawal request rejection.
- In Section 2, fill in your personal details including title, first name, surname, current address, and property price (not exceeding £450,000). Specify whether you wish to withdraw a specific amount or leave £1 in your account.
- Proceed to Section 3 and enter the name and address of your Lifetime ISA manager. This is crucial for processing your withdrawal.
- In Section 4, input your Lifetime ISA account number(s) accurately for identification purposes.
- If known, complete Section 5 with the details of the seller’s conveyancer. This helps streamline communication during the transaction.
- Finally, review Section 6 carefully. Confirm all declarations are true by signing and dating the form within two months of completion.
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