Make a single payment into an ISA

step 1 of 4

About making a single payment

This form enables you to make a single payment into either an existing Select ISA, Select Junior ISA or, if opened on or after 1st January 2013, an existing Shrewd Savings Plan ISA.

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

When you make a single payment into 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.

You should be aware that the value of your investment and any income from it may go down and you may get back less than you invested.

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 making a payment into an existing ISA you are aware that you will be transacting through NFU Mutual's direct service and are happy to proceed on this basis?

Before proceeding we require that you confirm that you 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 980 8229.

Please note: Payments into a Select ISA or a Select Junior ISA will be applied proportionally across the current fund holding, which may be different to the original investment. Payments into an NFU Mutual Shrewd Savings Plan ISA will be applied to only one fund, the NFU Mutual With Profits Fund.

If you would like your payment to be applied in a way that is not proportional to the current fund holding; would like to make changes to existing fund choices; or change the bank account details that we hold for you, please contact us through the following web form or by calling 0800 980 8229.

Account details

What does the plan number look like?

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

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

Where can you find it?

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

Your payment

About you

Title:

Are you a resident in the UK for tax purposes?

In order to make a payment into your ISA you must be a resident in the United Kingdom for tax purposes.

Your contact details

Registered contact details

Telephone number:

About the child

You will be making a single payment of into your Select ISA, plan number: .

Your payment will be applied proportionally across your current fund holding, which may be different to your original investment.

Please note: Based on an example of a single investment of £10,000, a charge for remuneration and services for £350 is included. This is funded from the service charge and is not an additional charge. If you complete your investment, you will be provided with a personalised illustration which will detail the full costs and charges related to your plan.

You will be making a single payment of into your Shrewd Savings Plan ISA, plan number: .

100% of your payment will be invested into the NFU Mutual With-Profits Fund.

Please note: Based on an example of a single investment of £10,000, a charge for remuneration and services for £350 is included. This is funded from the product charge and is not an additional charge. If you complete your investment, you will be provided with a personalised illustration which will detail the full costs and charges related to your plan.

You will be making a single payment of into the Select Junior ISA, plan number: .

Your payment will be applied proportionally across the current fund holding, which may be different to the original investment.

Please note: Based on an example of a single investment of £9,000, a charge for remuneration and services for £315 is included. This is funded from the service charge and is not an additional charge. If you complete your investment, you will be provided with a personalised illustration which will detail the full costs and charges related to your plan.

Declaration

I apply to subscribe to a stocks and shares ISA for the tax year starting 6 April 2023 and every following tax year until further notice.

I have seen the latest key investor information document for each of the fund(s) I am investing in.

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 have not subscribed, and will not subscribe, to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA;

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 within this application are true and complete. I understand that it is a serious offence to make false statements and that to do so could lead to prosecution.

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

Declaration

I apply to subscribe to a stocks and shares ISA for the tax year starting 6 April 2023 and every following tax year until further notice.

I have read the latest Key Features Document for plans taken out on or after 1st January 2013 and I have also read the appropriate Key Information Document depending upon when I opened my plan.

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 have not subscribed, and will not subscribe, to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA, and;

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 agree to the ISA terms and conditions as detailed in the key features document.

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

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:

Child's full name:

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

Child's date of birth:

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

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 JuniorISA for the tax year starting 6 April 2023 and every following tax year until further notice.

I have read the latest key investor information document for each of the fund(s) I am investing in.

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 the application.

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 understand that it is a serious offence to make false statements and that to do so could lead to prosecution.

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

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

I confirm

Where to transfer your payment

Payments must be made from the bank account registered to your Select ISA. If you would like to pay from another bank account, please call us before you make your payment.

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

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 five working days.

Where to transfer your payment

Payments must be made from the bank account registered to the Select Junior ISA. If you would like to pay from another bank account, please call us before you make your payment.

Account name: NFU Mutual Select Investments Limited
Account number: 40132209
Payment reference:

Once received your payment will be processed within five working days.

Where to transfer your payment

Payment should be made to the following account, these will be included in the confirmation email that you will receive:

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

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

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.