Useful forms
Here are a range of forms and literature that you will find useful when opening or managing your accounts. The forms are in Adobe PDF format, if your browser does not support viewing these files, you can download the free plugin.
Please note that if you're looking to open an AJ Bell SIPP, Stocks and shares ISA, Lifetime ISA, Junior ISA or Dealing account, this must be done online.
Dealing account forms
Complete this form to apply for a joint Dealing account.
Complete this form to transfer an existing joint Dealing account to AJ Bell.
Complete this form if you're a director of a limited company and want to apply for a Dealing account.
Complete this form to transfer an existing Limited Company Dealing account into a Limited Company Dealing account with AJ Bell
Complete this form to apply for a Dealing account for trustees of a UK-registered pension scheme.
Complete this form to apply for a Dealing account for a bare trust.
Complete this form to apply for a designated Dealing account.
This document outlines the key features of our Dealing account.
General account and investment forms
Complete this form where an attorney or deputy is to act for a customer’s AJ Bell account(s).
Complete this form to deal in US shares in an ISA or Dealing account. You can complete this online under 'Update my details', or you can post us the form below.
This is a guidance sheet to help you complete the W-8BEN form.
Complete this form to deal in Canadian shares in an ISA or Dealing account.
This is a guidance sheet to help you complete the NR-301 form.
Complete this form to transfer share certificates held in your own name into your Dealing account.
This a guidance sheet to help you complete the CREST transfer form.
Complete this form to set up a regular cash withdrawal from your your Stocks and shares ISA or Dealing account to your nominated bank or building society account.
This document outlines the terms and conditions of our SIPP, Ready-made pension, Stocks and shares ISA, Lifetime ISA, Junior ISA and Dealing account.
ISA forms
Complete this form to transfer a matured Child Trust Fund to your Stocks and shares ISA.
Complete this form to transfer a matured Child Trust Fund to your Lifetime ISA.
This document outlines the key features of our Stocks and shares ISA.
This document outlines the key features of our Lifetime ISA.
Junior account forms
Complete this form to transfer a Child Trust Fund to a Junior ISA.
Complete this form to transfer an existing Junior ISA to AJ Bell.
Complete this form to change the registered contact for your Junior ISA.
Complete this form to set up monthly subscriptions to your Junior ISA.
This document outlines the key features of our Junior ISA.
Complete this application form to link your child's Junior SIPP account, and to appoint an account lead to oversee it.
Complete this form to transfer an existing Junior SIPP to AJ Bell.
Complete this form to change the registered contact for your Junior SIPP.
Complete this form to set up monthly contributions to your Junior SIPP.
Pension forms
Complete this form to set up employer monthly contributions to your SIPP or Ready-made pension.
This is an application form to pay a first or additional, one-off employer contribution to your SIPP or Ready-made pension.
Complete this form to access your SIPP and take income as lump sums or income drawdown.
Complete this form to confirm your ongoing income requirements when you transfer an account to us in drawdown.
Complete this form to confirm that a suitably qualified financial adviser has recommended that you transfer a defined benefit/final salary pension scheme, or a scheme that includes safeguarded benefits, worth £30,000 or more.
This document outlines the key features of our Self-invested personal pension (SIPP).
This document outlines the key features of our Ready-made pension.
This form lets you transfer cash from another UK-registered pension scheme into your AJ Bell Ready-made pension.
We're here to help you invest
We’ve been helping our customers put their money to work for over 30 years. And with over 620,000 customers, that’s a lot of people taking control of their financial futures.
We’re not just one of the UK’s largest and best regarded investment platforms, we’re listed on the FTSE 250, we’re regulated by the Financial Conduct Authority (FCA), oh, and we’re a Which? Recommended provider seven years running, 2019-2025.
So, when you're ready to feel good, investing, we're here to help.
