Lifetime ISA - Investor Declaration 2026

1. Click ‘Get Form’ to open the Lifetime ISA - Investor Declaration in the editor.
2. 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.
3. 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.
4. Proceed to Section 3 and enter the name and address of your Lifetime ISA manager. This is crucial for processing your withdrawal.
5. In Section 4, input your Lifetime ISA account number(s) accurately for identification purposes.
6. If known, complete Section 5 with the details of the seller’s conveyancer. This helps streamline communication during the transaction.
7. 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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