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Why do I have to declare my ISA?
Her Majesty’s Revenue and Customs (HMRC) ISA rules require you to make a declaration, when applying to open an ISA account. This is to confirm that you are eligible to subscribe to your ISA.
When applying for an ISA, you complete a declaration as part of the application process.
If you haven’t subscribed to your ISA for a whole tax-year, then you need to declare your eligibility and that you haven’t paid into another ISA of the same type. You will not be able to make any further deposits into your ISA until a new declaration is made.
If you have Triodos Internet Banking, you can complete a new declaration online. To do this, please log into internet banking and select ‘Account Management, ISA Declaration Management’, from the menu.
Alternatively you can download, print and complete a declaration form via our website or you can contact us and we can post a declaration form to you.
Junior ISAs and Fixed Rate Cash ISAs do not need a new declaration to be made after the account is opened.
More from the same category of FAQs:
- Can I transfer a Child Trust Fund to a Junior Cash ISA?
- How many cash ISAs can I open with Triodos Bank?
- Can I change my existing Cash ISA into an Online Cash ISA?
- Can I change an existing Triodos cash ISA into a Triodos Fixed Rate Cash ISA?
- Can I change a Triodos Fixed Rate Cash ISA into another type of Triodos cash ISA?