Top up your ISA

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About topping up

This form enables you to top up ISAs in the following way:

Select ISA and Select Junior ISAs can be topped up with a single payment.

Shrewd Savings Plan ISAs, opened on or after 1st January 2013, can be topped up with:

A single payment only
A single payment and the set up of monthly regular payments
The set up of monthly regular payment only

You can also increase monthly regular payments into a Shrewd Savings Plan ISA, opened on or after 1st January 2013.

If you would like to make a payment into another of the investment products we offer, please visit 'how to top up your plan'.

About this service

When you top up an existing ISA via this form you should be aware that you will be transacting with us through our direct service.

Our direct service is brought to you by NFU Mutual and NFU Mutual Select Investments Limited.

When you transact through our direct service we are not in a position to assess what is right for you when it comes to topping up an ISA. You therefore are responsible for ensuring that any investment you make directly with us is suitable for you.

If at any stage you would like to contact us, you can call us on 0800 622 323 or email customermail@nfumutual.co.uk.

Further information about our direct service and how we operate can be found in Our Terms of Business [PDF: 2.7MB], please familarise yourself with this document.

Before proceeding we ask that you read and confirm the following:

When topping up an existing ISA you are aware that you will be transacting through NFU Mutual's direct service, confirm that you have read and understood our terms of business and are happy to proceed on this basis?

Before proceeding we require that you confirm that you have read our terms of business and are happy to transact through our direct service.

If you would like more information about our direct service or would like to speak to someone about your investment options please call us 0800 622 323.

Account details

Need help with your plan number?

You will find the plan number on documentation related to the plan, such as a plan summary.

The plan number differs depending on your ISA:

Select ISA and Select Junior ISA = I + eight numbers, e.g. I12345678.

Shrewd Savings Plan ISA = 6 + seven numbers, e.g. 61234567.

Your payment

It is not possible to make this combination of top ups through this service

It is not possible to set up new regular payments and increase regular payments at the same time online.

Please either select to make a single payment and set up new regular payments or a single payment and increase current regular payments.

If you need help with making your top up please call us 0800 622 323 (9am-5pm Mon to Fri).

Make a single payment

Set up monthly payments

Increase your current monthly regular payments

In order to increase your current monthly regular payment we ask you to let us know by how much you would like to increase your current regular payment amount.

The additional payment amount will be added to your current regular payment amount.

Because either the account you would like to set up a direct debit for is not in your name or more than one signatory is required to authorise a direct debit you will need to complete a paper Direct Debit instruction (DDI).

Please download the DDI, and once you have submitted this online form, print, complete and return to the following with the necessary signatories:

Operations (Financial Services),
Avon House,
Ryon Hill Park,
Warwick Road,
Stratford-upon-Avon,
CV37 0UY.

Set up your direct debit

Direct Debit Guarantee

This Guarantee is offered by all Banks and Building Societies that accept instructions to pay Direct Debits.
If there are any changes to the amount, date or frequency of your Direct Debit The National Farmers Union Mutual Insurance Society Limited will notify you 10 working days in advance of your account being debited or as otherwise agreed. If you request The National Farmers Union Mutual Insurance Society Limited to collect a payment, confirmation of the amount and date will be given to you at the time of the request.
If an error is made in the payment of your Direct Debit, by The National Farmers Union Mutual Insurance Society Limited or your Bank or Building Society, you are entitled to a full and immediate refund of the amount paid from your Bank or Building Society.
- If you receive a refund you are not entitled to, you must pay it back when The National Farmers Union Mutual Insurance Society Limited asks you to.
You can cancel a Direct Debit at any time by simply contacting your Bank or Building Society. Written confirmation may be required. Please also notify us.

Bank / building society details

You're almost done!

There are two more steps to complete your top-up, please:

1. Agree to the declaration below and submit this form
2. Transfer your payment to the following account:

Account name: NFU Mutual
Sort code: 20-83-08
Account number: 80651753
Payment reference:
Payment amount: £

Please send the payment from your personal bank account to us within 5 days. If we do not receive your payment by this time we will assume you no longer wish to proceed - you won't need to take any further action.

Once received your payment will be processed within one working day.

You're almost done!

There are two more steps to complete your top-up, please:

1. Agree to the declaration below and submit this form
2. Transfer your payment to the following account:

Account name: NFU Mutual
Sort code: 20-83-08
Account number: 80651753
Payment reference:
Payment amount: £

Once received your payment will be processed within one working day.

The increase of £ will be added to your current Direct Debit.

You're almost done!

There is one final step to complete your top-up, please: Agree to the declaration below and submit this form

The increase of £ will be added to your current Direct Debit.

You're almost done!

There are three more steps to complete your top-up, please:

1. Review and confirm the bank / building society details for the account that your monthly regular payment of £ will be taken from:

Name of bank / building society account holder:
Account number:
Sort code:

If any of these details are not correct please navigate back to step one of this form to correct.

2. Agree to the declaration below and submit this form

3. Transfer your single payment of £ to the following account:

Account name: NFU Mutual
Sort code: 20-83-08
Account number: 80651753
Payment reference:
Payment amount: £

You're almost done!

There are two more steps to complete your top-up, please:

1. Review and confirm the bank / building society details for the account that your monthly regular payment of £ will be taken from:

Name of bank / building society account holder:
Account number:
Sort code:

If any of these details are not correct please navigate back to step one of this form to correct.

2. Agree to the declaration below and submit this form.

You're almost done!

There are two more steps to complete your top-up, please:

1. Agree to the declaration below and submit this form
2. Download the DDI, print, complete and return to the following address with the necessary signatories:

Operations (Financial Services),
Avon House,
Ryon Hill Park,
Warwick Road,
Stratford-upon-Avon,
CV37 0UU.

You're almost done!

There are three more steps to complete your top-up, please:

1. Agree to the declaration below and submit this form

2. Download the DDI, print, complete and return to the following address with the necessary signatories:

Operations (Financial Services),
The Lake House,
Ryon Hill Park,
Warwick Road,
Stratford-upon-Avon,
CV37 0UU.

3. Transfer your single payment of £ to the following account:

Account name: NFU Mutual
Sort code: 20-83-08
Account number: 80651753
Payment reference:
Payment amount: £

You're almost done!

There are two more steps to complete your top up, please:

1. Agree to the declaration below and submit this form
2. Transfer your payment to the following account:

Account name: NFU Mutual Select Investments Limited
Sort code: 20-83-08
Account number: 40132209
Payment reference:
Payment amount: £

Once received your payment will be processed within one working day.

You're almost done!

There are two more steps to complete your top up, please:

1. Agree to the declaration below and submit this form
2. Transfer your payment to the following account:

Account name: NFU Mutual Select Investments Limited
Sort code: 20-83-08
Account number: 40132209
Payment reference:
Payment amount: £

Once received your payment will be processed within one working day.

Declaration

I apply to subscribe to a stocks and shares ISA for the tax year starting 6 April 2024 and every following tax year until further notice.

I declare that to the best of my knowledge and belief:

I am 18 years of age or over;
All subscriptions made, and to be made, belong to me;
I have not subscribed and will not subscribe more than the overall subscription limit in total to any combination of permitted ISAs in the same tax year;

I am resident in the United Kingdom for tax purposes or, if not so resident, either:

Perform duties which, by virtue of Section 28 of the Income Tax (Earnings and Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or;
I am married to, or in a civil partnership with, a person who performs such duties.

I will inform NFU Mutual Select Investments Limited if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.

I authorise NFU Mutual Select Investments Limited:

To hold my cash subscription, ISA investment, interest, dividends and any other rights or proceeds in respect of those investments and any other cash; and
To make on my behalf any claims to relief from tax in respect of ISA investments; and
To make an electronic record of my application

I agree to the ISA terms and conditions.

I declare that, I have taken reasonable care that all statements made by me are true and complete.

I agree to inform NFU Mutual Select Investments Limited of any change in my circumstances affecting any of the information given in this form.

I accept NFU Mutual's Privacy Policy.

Declaration

I apply to subscribe to a stocks and shares ISA for the tax year starting 6 April 2024 and every following tax year until further notice.

I have read the latest Key Features and Key Information Document.

I declare that:

I am 18 years of age or over;

All subscriptions made, and to be made, belong to me;

I have not subscribed and will not subscribe more than the overall subscription limit in total to any combination of permitted ISAs in the same tax year.

I am resident in the United Kingdom for tax purposes or, if not so resident, either:

Perform duties which, by virtue of Section 28 of the Income Tax (Earnings and Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or;
I am married to, or in a civil partnership with, a person who performs such duties.

I will inform NFU Mutual if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.

I authorise NFU Mutual:

To hold my cash subscription, any other proceeds in respect of my ISA investments and any other cash.
To make on my behalf any claims to relief from tax in respect of ISA investments; and
To make an electronic record of my application.

I declare that, I have taken reasonable care that all statements made by me are true and complete.

I agree to inform NFU Mutual of any change in my circumstances affecting any of the information given in this form.

I agree to the ISA terms and conditions.

I accept NFU Mutual's Privacy Policy.

Declaration for all Junior ISA applicants

Registered contact's title:

Full name:

Registered contact address:

I apply to subscribe to a Select Junior ISA for:

Child's title: #ChildsTitle#

Child's full name: #ChildsFirstName# #ChildsLastName#

Child's address (if different from registered contact): #ChildsAddress#

Child's date of birth: #ChildsDOB#

Child's National Insurance number (if over 16): #ChildsNINumber#

All applicants are required to make the following declarations when applying for a Junior ISA in accordance with the rules governing ISAs. Some of these declarations include technical information. If there is anything you are unsure about, please ask us.

I apply to subscribe to a stocks and shares Junior ISA for the tax year starting 6 April 2024 and every following tax year until further notice.

The child will remain the beneficial owner of the Junior ISA and I declare that:

I am 18 years of age or over.
I have parental responsibility for the child. The child does not have a Child Trust Fund account, unless it is being transferred to this Junior ISA.
I will be the registered contact for the Junior ISA.
The child is resident in the UK, or is a UK Crown servant, a dependant of a UK Crown servant or is married to/in a civil partnership with a UK Crown servant.
I have not subscribed, and will not subscribe, to another Junior ISA of this type for this child. – I am not aware that this child has another Junior ISA of this type.
I am not aware of other Junior ISA subscriptions that will result in this child exceeding the annual limit.
I will not knowingly make subscriptions to Junior ISAs for this child that will result in the subscription limit being exceeded.
I understand that my subscriptions cannot continue to be made after the child reaches age 18.

I authorise NFU Mutual Select Investments Limited:

To hold the child’s subscriptions, Junior ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and cash.
To make on the child’s behalf any claims to relief from tax in respect of Junior ISA investments.
To make an electronic record of this application.

I agree to the Junior ISA terms and conditions.

I agree to NFU Mutual Select Investments Limited’s terms and conditions and to pay its fees and charges, as set out in My Investments Guide to Charges.

I authorise NFU Mutual Select Investments Limited to hold any uninvested cash in a client bank account together with monies held for other clients.

I declare that, I have taken reasonable care that all statements made by me are true and complete.

I agree to inform NFU Mutual Select Investments Limited of any change in my circumstances affecting any of the information given.

I accept NFU Mutual's Privacy Policy.

Please confirm that you have read and agree to the above declaration:

Yes, I confirm

By submitting this form you are happy for us to contact you regarding your enquiry.

To find out more about how we use your personal information, please read our Privacy Policy Information.

Top up your ISA

About topping up

About this service

Account details

Your payment

It is not possible to make this combination of top ups through this service

Make a single payment

Set up monthly payments

Increase your current monthly regular payments

Set up your direct debit

About you

Contact details

Registered contact details

About the child

Where your top up will be invested

Important documents

Where your top up will be invested

Important documents

Where your top-up will be invested

Important documents

Where your top-up will be invested

Important documents

Where your top-up will be invested

Important documents

Where your top-up will be invested

Important documents

Where your top-up will be invested

Important documents

You're almost done!

You're almost done!

You're almost done!

You're almost done!

You're almost done!

You're almost done!

You're almost done!

You're almost done!

You're almost done!

Declaration

Declaration

Declaration for all Junior ISA applicants