If you’re opening an ISA, Junior ISA, Investment Account or SIPP, you can get set up in minutes by applying online. If you prefer paper forms, that’s fine too – choose the relevant one below.
","contentType":null,"key":"caba9268-6556-48e0-905a-2751641c9c60","properties":null},"settings":{"purpleBlockStyle":false,"contentType":null,"key":"4fe49707-06d0-4a5a-912b-9be325d45263","properties":null},"blockType":"fullTextBlock"},{"content":{"faqs":[{"content":{"anchorText":"","answer":"Please use this form to apply for an ISA account through our Online Investment Service. Once processed, you will be able to make investment selections online through your new account.
\n\nDownload form & sign electronically
","question":"ISA application","contentType":null,"key":"d1e96e73-6cf6-4769-b9eb-9114ff8bdf80","properties":null},"contentUdi":"umb://element/d1e96e736cf64769b9eb9114ff8bdf80"},{"content":{"anchorText":"","answer":"You will need to complete an ISA transfer letter of authority for each provider you are moving from. If you want to move part of an ISA account to us, please complete a partial ISA transfer letter of authority.
\n\nDownload & sign electronically
","question":"ISA transfer letter of authority","contentType":null,"key":"1bba3f2c-d5ec-40c8-86cd-756887cecee0","properties":null},"contentUdi":"umb://element/1bba3f2cd5ec40c886cd756887cecee0"},{"content":{"anchorText":"","answer":"This form enables you to transfer a portion of an existing ISA account to Bestinvest. You will need to complete one ISA transfer authority form per provider you are transferring from.
\n\nDownload & sign electronically
","question":"ISA partial letter of authority","contentType":null,"key":"581113ee-2935-468e-8c19-cf9bff837983","properties":null},"contentUdi":"umb://element/581113ee2935468e8c19cf9bff837983"},{"content":{"anchorText":"","answer":"This form allows us to verify your bank details and lets you fund regular contributions into a Bestinvest account. Please complete it unless you are already an Online Investment Service client.
\n\nDownload & sign electronically
","question":"Direct Debit instruction","contentType":null,"key":"d3e552ba-a1d3-4209-b077-706c7a735548","properties":null},"contentUdi":"umb://element/d3e552baa1d34209b077706c7a735548"},{"content":{"anchorText":"","answer":"This document sets out the terms of business for Bestinvest’s execution-only Online Investment Service.
\n","question":"Terms of Business","contentType":null,"key":"dea6f92e-557a-40b0-8823-f8ab3d329738","properties":null},"contentUdi":"umb://element/dea6f92e557a40b08823f8ab3d329738"},{"content":{"anchorText":"","answer":"This document gives you more information about the key features (and associated costs) of our non-advised services.
\n","question":"Key Facts","contentType":null,"key":"d890931c-6679-40eb-a6be-3dbe9d353fa6","properties":null},"contentUdi":"umb://element/d890931c667940eba6be3dbe9d353fa6"},{"content":{"anchorText":"","answer":"You need to complete a W-8BEN to hold US shares in any account except a SIPP or trust account.
\nFor ISAs and Investment Accounts, you can complete a W-8BEN form online. Just log in (or create an account), try to buy a US share and follow the instructions. If you prefer to complete the form offline, click on the link below and follow the instructions. If you have an ISA and an Investment Account, you only need to complete one W-8BEN form.
\nFor a Junior ISA you need to complete the W-8BEN form offline following this process.
\nFor a SIPP or trust account, you need to complete a different W-8BEN form.
\nPlease contact us on best@bestinvest.co.uk or 020 7189 9999 and we will arrange this for you
\n","question":"W-8BEN","contentType":null,"key":"6674512b-5589-42a4-be41-871c6e99e599","properties":null},"contentUdi":"umb://element/6674512b558942a4be41871c6e99e599"}],"title":"ISA ","contentType":null,"key":"c3f6c7ad-40e3-4c5d-87be-c68a380aff7f","properties":null},"settings":{"purpleBlockStyle":true,"contentType":null,"key":"4a5be7fb-3e47-4c59-bb52-b4ae82affcf6","properties":null},"blockType":"faqBlock"},{"content":{"faqs":[{"content":{"anchorText":"","answer":"Please use this form to apply for a Junior ISA through our Online Investment Service. Once processed, you will be able to make investment selections online through your new account.
\n\nDownload form & sign electronically
","question":"Junior ISA application","contentType":null,"key":"5689a2f9-0a9f-4f6a-8379-852b1f6a3cc6","properties":null},"contentUdi":"umb://element/5689a2f90a9f4f6a8379852b1f6a3cc6"},{"content":{"anchorText":"","answer":"This form should be completed along with a Junior ISA transfer application form to transfer the whole of your Junior ISA account to our Online Investment Service.
\n\nDownload & sign electronically
","question":"Junior ISA transfer letter of authority","contentType":null,"key":"940af86a-724a-4909-bdbe-d01e64124279","properties":null},"contentUdi":"umb://element/940af86a724a4909bdbed01e64124279"},{"content":{"anchorText":"","answer":"This form should be completed along with a Junior ISA Application form to transfer your Child Trust Fund to our Online Investment Service.
\n\nDownload & sign electronically
","question":"Child trust fund to Junior ISA transfer authority","contentType":null,"key":"a348fc85-7a7e-44d6-8ff8-45cf90a782e1","properties":null},"contentUdi":"umb://element/a348fc857a7e44d68ff845cf90a782e1"},{"content":{"anchorText":"","answer":"This form allows us to verify your bank details and lets you fund regular contributions into a Bestinvest account. Please complete it unless you are already an Online Investment Service client.
\n","question":"Direct Debit instruction","contentType":null,"key":"277f8127-ca6f-4022-b46d-a560218d6df6","properties":null},"contentUdi":"umb://element/277f8127ca6f4022b46da560218d6df6"},{"content":{"anchorText":"","answer":"This document sets out the terms of business for Bestinvest’s execution-only Online Investment Service.
\n","question":"Terms of Business","contentType":null,"key":"104e0f5c-fafb-4307-a7f2-4d2e7bcca21f","properties":null},"contentUdi":"umb://element/104e0f5cfafb4307a7f24d2e7bcca21f"},{"content":{"anchorText":"","answer":"This document gives you more information about the key features (and associated costs) of our non-advised services.
\n","question":"Key Facts","contentType":null,"key":"2967a4e7-df31-4f33-9df6-9bd25ae4d314","properties":null},"contentUdi":"umb://element/2967a4e7df314f339df69bd25ae4d314"},{"content":{"anchorText":"","answer":"You need to complete a W-8BEN to hold US shares in any account except a SIPP or trust account.
\nFor ISAs and Investment Accounts, you can complete a W-8BEN form online. Just log in (or create an account), try to buy a US share and follow the instructions. If you prefer to complete the form offline, click on the link below and follow the instructions. If you have an ISA and an Investment Account, you only need to complete one W-8BEN form.
\nFor a Junior ISA you need to complete the W-8BEN form offline following this process.
\nFor a SIPP or trust account, you need to complete a different W-8BEN form.
\nPlease contact us on best@bestinvest.co.uk or 020 7189 9999 and we will arrange this for you
\n","question":"W-8BEN","contentType":null,"key":"ea612223-7932-41a4-af6d-d2ff6822b1ba","properties":null},"contentUdi":"umb://element/ea612223793241a4af6dd2ff6822b1ba"}],"title":"Junior ISA","contentType":null,"key":"661ebe12-9fcd-4d4f-ae8c-1f8e771e9c57","properties":null},"settings":{"purpleBlockStyle":true,"contentType":null,"key":"35941490-df3d-4f4a-b059-d3b9b2b5fdc3","properties":null},"blockType":"faqBlock"},{"content":{"faqs":[{"content":{"anchorText":"","answer":"If you would like to apply for a Best SIPP account through our Online Investment Service, please complete this form.
\n\nDownload & sign electronically
","question":"SIPP application form","contentType":null,"key":"fb1e29a2-ee62-4fd2-aa39-b50d4a262ff2","properties":null},"contentUdi":"umb://element/fb1e29a2ee624fd2aa39b50d4a262ff2"},{"content":{"anchorText":"","answer":"Please complete this form if you are transferring another pension into the Best SIPP. It should be submitted along with a SIPP application form unless you are already a Best SIPP client.
\n\nDownload & sign electronically
","question":"Pension transfer form","contentType":null,"key":"053e84c5-d579-4cb8-ab18-97715f69ab92","properties":null},"contentUdi":"umb://element/053e84c5d5794cb8ab1897715f69ab92"},{"content":{"anchorText":"","answer":"This form can be used to top-up an existing Best SIPP account by either paying in a lump sum or setting up regular contributions (either personally or through your employer).
\n\nDownload & sign electronically
","question":"Additional contributions","contentType":null,"key":"ed07d9df-9d5b-4413-a530-f34488cfb58f","properties":null},"contentUdi":"umb://element/ed07d9df9d5b4413a530f34488cfb58f"},{"content":{"anchorText":"","answer":"Please use this form to let us know how to pass on the funds in your SIPP and its benefits to others in the event of your death.
\n\nDownload & sign electronically
","question":"Expression of Wish form","contentType":null,"key":"33f7bb9c-5e9c-4d3f-861c-51d11e1d43bd","properties":null},"contentUdi":"umb://element/33f7bb9c5e9c4d3f861c51d11e1d43bd"},{"content":{"anchorText":"","answer":"If your employer is contributing regularly to your Best SIPP account, please ask them to complete and return this form along with the employer contributions standing order form.
\n\nDownload & sign electronically
\n","question":"Employer contributions record of payments due","contentType":null,"key":"7dab1354-f0ca-41ad-97da-a4281ce645b9","properties":null},"contentUdi":"umb://element/7dab1354f0ca41ad97daa4281ce645b9"},{"content":{"anchorText":"","answer":"
Please use this form when applying on behalf of a child (also referred to as a minor) for a Best SIPP through our Online Investment Service.
\n\nDownload & sign electronically
","question":"Child's SIPP application form","contentType":null,"key":"a07971a6-16c9-454c-9b5c-ae95d4878c7e","properties":null},"contentUdi":"umb://element/a07971a616c9454c9b5cae95d4878c7e"},{"content":{"anchorText":"","answer":"This document sets out the terms of business for Bestinvest’s execution-only Online Investment Service.
\n","question":"Terms of Business","contentType":null,"key":"07258889-e7a9-45ac-9533-1e0027778f96","properties":null},"contentUdi":"umb://element/07258889e7a945ac95331e0027778f96"},{"content":{"anchorText":"","answer":"This document sets out the terms of business for Bestinvest’s Self Invested Personal Pension within the Best SIPP.
\n","question":"EBS Terms of Business Best SIPP","contentType":null,"key":"053527b6-27ff-473a-a0a0-4ec231edc419","properties":null},"contentUdi":"umb://element/053527b627ff473aa0a04ec231edc419"}],"title":"SIPP","contentType":null,"key":"ffc3d14a-2d9b-41db-a4e2-9c8e51d115bd","properties":null},"settings":{"purpleBlockStyle":false,"contentType":null,"key":"2d2950cb-123e-4532-92d2-2465427c6891","properties":null},"blockType":"faqBlock"},{"content":{"faqs":[{"content":{"anchorText":"","answer":"Please use this form to apply for an investment account through our Online Investment Service. Once processed, you will be able to make investment selections online through your new account.
\n\nDownload & sign electronically
","question":"Fund and share application","contentType":null,"key":"84a23266-a29c-47f1-b15b-1093211dc53f","properties":null},"contentUdi":"umb://element/84a23266a29c47f1b15b1093211dc53f"},{"content":{"anchorText":"","answer":"You will need to complete a transfer letter of authority for each provider you are moving from. If you want to move part of an account to us, please complete a partial transfer letter of authority.
\n\nDownload & sign electronically
","question":"Fund and Share transfer letter of authority","contentType":null,"key":"2e20bfe5-0643-4940-a6f1-58eac9d9ec33","properties":null},"contentUdi":"umb://element/2e20bfe506434940a6f158eac9d9ec33"},{"content":{"anchorText":"","answer":"Please complete one Partial Transfer Letter of Authority for each provider/plan manager you wish to transfer from and return to us with your completed Fund and Share Transfer Application.
\n\nDownload & sign electronically
","question":"Fund and Share partial transfer letter of authority","contentType":null,"key":"fb18e52e-a605-4ed2-9e38-24b1302c8d5b","properties":null},"contentUdi":"umb://element/fb18e52ea6054ed29e3824b1302c8d5b"},{"content":{"anchorText":"","answer":"This form allows us to verify your bank details and lets you fund regular contributions into a Bestinvest account. Please complete it unless you are already an Online Investment Service client.
\n","question":"Direct Debit instruction","contentType":null,"key":"c0f37e15-7a82-4b62-b9db-53af4f2ac141","properties":null},"contentUdi":"umb://element/c0f37e157a824b62b9db53af4f2ac141"},{"content":{"anchorText":"","answer":"You can transfer existing trust funds or shares held in nominee accounts from your existing provider to us by completing this form and accompanying it with the relevant transfer letter of authority.
\n","question":"Fund and Share application Trusts","contentType":null,"key":"42444240-62f5-40e7-b728-0a4a09584da2","properties":null},"contentUdi":"umb://element/4244424062f540e7b7280a4a09584da2"},{"content":{"anchorText":"","answer":"This document sets out the terms of business for Bestinvest’s execution-only Online Investment Service.
\n","question":"Terms of Business","contentType":null,"key":"23d21d85-eca2-4e9a-994c-dbd384357d1c","properties":null},"contentUdi":"umb://element/23d21d85eca24e9a994cdbd384357d1c"},{"content":{"anchorText":"","answer":"This document gives you more information about the key features (and associated costs) of our non-advised services.
\n","question":"Key Facts","contentType":null,"key":"566ff462-8662-4c11-b5ed-1719098286ff","properties":null},"contentUdi":"umb://element/566ff46286624c11b5ed1719098286ff"},{"content":{"anchorText":"","answer":"You need to complete a W-8BEN to hold US shares in any account except a SIPP or trust account.
\nFor ISAs and Investment Accounts, you can complete a W-8BEN form online. Just log in (or create an account), try to buy a US share and follow the instructions. If you prefer to complete the form offline, click on the link below and follow the instructions. If you have an ISA and an Investment Account, you only need to complete one W-8BEN form.
\nFor a Junior ISA you need to complete the W-8BEN form offline following this process.
\nFor a SIPP or trust account, you need to complete a different W-8BEN form.
\nPlease contact us on best@bestinvest.co.uk or 020 7189 9999 and we will arrange this for you
\n","question":"W-8BEN","contentType":null,"key":"18566c25-d91e-49f8-9292-fb1ee4ed4a09","properties":null},"contentUdi":"umb://element/18566c25d91e49f89292fb1ee4ed4a09"}],"title":"Investment account","contentType":null,"key":"fe00b496-2757-4194-a876-24146ab3f9b4","properties":null},"settings":{"purpleBlockStyle":true,"contentType":null,"key":"798414a2-e1fb-4cc2-8455-0fd4c57e328f","properties":null},"blockType":"faqBlock"}],"headerActionButtons":[{"url":"/start-investing","name":"Open an account","target":""},{"url":"/start-investing","name":"Transfer an account","target":""}],"sidebar":[{"content":{"subtitle":"If you can't find the answer to your question, get in touch or we'll be happy to call you.","title":"Need more help?","contentType":null,"key":"2ac9040e-55f1-4a75-a698-69b882045b60","properties":null},"settings":{"purpleBlockStyle":false,"contentType":null,"key":"296958dc-354d-4789-8803-d9007bc6ab7d","properties":null},"blockType":"contactUsBlock"},{"content":{"subtitle":"Receive the latest updates straight to your inbox.","termsConditions":"By clicking the following button you are agreeing to our website conditions.
","thankYouText":"Thank you for signing up.
","title":"Get insights and events via email","contentType":null,"key":"c14ee737-a1b0-48c6-8292-d383b190b84b","properties":null},"settings":{"purpleBlockStyle":false,"contentType":null,"key":"b5441fc0-f71c-4a8d-98d0-8e04b3b414cf","properties":null},"blockType":"newsletterSignUpBlock"}],"twitterTitle":"Application forms","twitterDescription":"A collection of important Bestinvest application forms","twitterImage":{"imgUrl":"/media/2sfjcncf/how-does-it-work.png"},"ogTitle":"Application forms","ogDescription":"A collection of important Bestinvest application forms","ogImage":{"imgUrl":"/media/2sfjcncf/how-does-it-work.png"},"metaTitle":"Application forms","pageDescription":"Applying to open a Bestinvest account takes just minutes. But if you'd rather fill in the paper forms, find what you need from this selection.","canonicalURL":null,"hideFromSitemap":false,"pageTitle":"Application forms","breadcrumbs":[{"name":"Home page","url":"/"},{"name":"Help & support","url":"/help"},{"name":"Application forms","url":"/help/application-forms"}],"subnavigation":{"items":[{"name":"Adding and withdrawing money","url":"/help/adding-and-withdrawing-money"},{"name":"Application forms","url":"/help/application-forms"},{"name":"Charges and fees","url":"/help/charges-and-fees"},{"name":"Dealing","url":"/help/dealing"},{"name":"Legal and protection","url":"/help/legal-and-protection"},{"name":"Monthly savings","url":"/help/monthly-savings"},{"name":"Password and security","url":"/help/password-and-security"},{"name":"Transactions","url":"/help/transactions"},{"name":"Preferences and settings","url":"/help/preferences-and-settings"},{"name":"Linked accounts","url":"/help/linked-accounts"},{"name":"Life plan","url":"/help/life-plan"},{"name":"Coaching","url":"/help/coaching"},{"name":"Eligibility","url":"/help/eligibility"},{"name":"Complaints","url":"/help/complaints"},{"name":"Mobile app","url":"/help/mobile-app"},{"name":"US share trading","url":"/help/us-share-trading"}],"current":{"name":"Help & support","url":"/help"}},"subPageNavigationControls":{"prev":{"name":"Accessibility","url":"/help/accessibility"},"next":{"name":"Cookie policy","url":"/help/cookie-policy"}}},"pageType":"subPage","pageUrl":"/help/application-forms","published":"2024-04-17T13:27:49.037Z","pageId":1710}