Why do I have to declare my ISA eligibility?

Her Majesty's Revenue and Customs (HMRC) ISA rules require you to make a declaration, when applying to open an ISA. This is to confirm that you are eligible to subscribe to your ISA.

If you haven't subscribed to your ISA for a whole tax year, then you need to declare your eligibility again and confirm that you haven't paid into another ISA of the same type in the current tax year. You will not be able to make any further deposits into your ISA until a new declaration is made.

You can make your declaration in Internet Banking. Go to 'Old Internet Banking', then 'Account Management' in the menu on the left, then ‘ISA Declaration Management’. Here you will be able to see the status of your ISA and if you need to declare your ISA the status will show as ‘Not declared’ -  you can click on ‘Declare now’ to do this.

We will send a notification within the Triodos Mobile Banking App (in your ‘Feed’) and Internet Banking (in ‘Messages’) if you need to make a new ISA declaration.

If you have a cash ISA and don't have online access to your account, you'll need to complete and return an ISA declaration form to FREEPOST Triodos Bank. Download your Cash ISA declaration form.

Junior ISAs and Fixed Rate Cash ISAs do not need a new declaration to be made after the account is opened.

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How to transfer an ISA to a Triodos cash ISA

Change the type of cash ISA held with Triodos Bank

How to transfer an existing ISA to a Triodos Stocks & Shares ISA

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