Income Bonds application form for trustees only 2025

1. Click ‘Get Form’ to open the Income Bonds application form in our editor.
2. Begin by entering the initial deposit amount in the designated box, ensuring you use BLACK CAPITAL LETTERS for clarity.
3. Indicate if you already hold Income Bonds in this trust. If so, consider using the simpler deposit form instead.
4. In section 2a, provide details of the account from which your cheque is drawn if paying by cheque. Include the account holder's name and account number.
5. If switching from another NS&I account (section 2b), specify the type of account and its details. Ensure to mark if you wish to defer a switch until maturity.
6. Complete sections 3a and 4a with full details of each trustee, including names, addresses, and contact information. This ensures all correspondence is directed appropriately.
7. Fill out sections regarding beneficiaries and settlors as required, providing complete information for each individual involved in the trust.
8. Finally, ensure all trustees sign where indicated and submit your completed form along with any necessary supporting documents as instructed.

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