Cash ISA transfer history form - hmrc gov 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your full name and permanent residential address in the designated fields. Ensure that your postcode is accurate for proper identification.
3. Input your date of birth using the provided format (dd/mm/yyyy) and include your National Insurance number as specified.
4. In the section regarding the ISA being transferred, enter the account number and select the type of ISA from the options available.
5. Fill in the transfer date, which is typically when the new manager agrees to accept the transfer. Then, indicate the total amount being transferred.
6. If applicable, tick the box indicating whether a statement of holdings transferred in specie is attached. Provide details about current year subscriptions if relevant.
7. Review all entered information for accuracy before finalizing your form. Once complete, save and share it with your new ISA manager within five working days.

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