Useful forms

The forms you need to apply, transfer, trade or upgrade


Application Forms

Remember, you can save time and apply online


Share Dealing Forms

1. Account Upgrade Form

You want to upgrade from a Certificated Account to a Nominee Account.

You want to trade in International stocks (If you want to trade in US stocks & shares you will also need to complete the W-8BEN form).

You want to trade in warrants and securitised derivatives (including Covered Warrants).

Download the account upgrade form (PDF, 157KB)

2. Crest Transfer Form

You want to transfer your paper share certificates into your BrokerLine Share Dealing Account.

Download the crest transfer form (PDF, 632KB)

Alternatively use the CREST Transfer Form Generator

Use a Gift Form if you wish to Gift Shares that you own to another individual who already has an account with us

3. Asset Transfer Form

You want to transfer assets from other brokers (including fund management and life companies) into a new or existing BrokerLine Share Dealing Account.

Download the asset transfer form (PDF, 135KB)

4. Book Cost Form

You want to add or amend your own bookcosts. You can also do this online; just log in to your Account, then go to Account Information/Portfolio Holdings and follow the instructions on the page.

Download the book cost form (PDF, 12KB)

5. Third Party Authorisation Form

You want to authorise one or more individuals to act on your behalf.

Download the third party authorisation form (PDF, 92KB)

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ISA Funding Forms

You can also fund your ISA online or by phone (0808 208 4400)

6. ISA Transfer Form (Existing customers only)

You want to transfer your ISA (or ISAs) held elsewhere to your existing BrokerLine Self-Select ISA.

Download the ISA Transfer form for existing customers (PDF, 245KB)

7. ISA Transfer Form (New customers only)

You're new to BrokerLine and want to transfer your ISA (or ISAs) to a BrokerLine Self-Select ISA

Download the ISA Transfer form for existing customers (PDF, 245KB)

8. Bed & ISA Instruction Form

You want to put shares you already hold into your ISA. To do this, your shares must first be sold and then repurchased within your BrokerLine Self-Select ISA.

Download the Bed & ISA Instruction Form (PDF, 101KB)

You will also need a CREST Transfer Form (PDF, 639KB)

9. Save As You Earn (SAYE) Transfer Form

You want to transfer shares from a maturing, approved employee share scheme to your BrokerLine Self-Select ISA.

Download the Save As You Earn (SAYE) Transfer Form (PDF, 84KB)

You will also need a CREST Transfer Form (PDF, 639KB)


Other Forms

10. BrokerLine Overseas Resident Share Dealing Application Form

You want to apply for a BrokerLine Share Dealing account but are not resident in the UK. As well as completing the BrokerLine Overseas Resident Application Form you will also need to complete either the Verification of Identity (EU) form or the Verification of Identity (non-EU) form. These along with documentation to confirm your name and address (such as passport and utility bill) need to be endorsed by a regulated intermediary (such as a bank, financial advisor, Accountant, Solicitor or Notary Public).

Download the BrokerLine Overseas Resident Share Dealing Application Form (PDF, 280KB)

Download the BrokerLine Verification of Identity Form (PDF, 110KB)

11. BrokerLine Investment Club Application Form

You want to set up an Investment Club amongst friends or colleagues.

Download the BrokerLine Share Dealing Investment Club Application Form (PDF, 231KB)

12. BrokerLine Share Dealing Company Account Application Form

You want to apply for a BrokerLine Company Account.

Download the BrokerLine Share Dealing Company Account Application Form (PDF, 255KB)

13. BrokerLine Share Dealing Pension Scheme Application Form

You want to apply for a BrokerLine Pension Scheme account.

Download the BrokerLine Share Dealing Pension Scheme Application Form (PDF, 299KB)

14. BrokerLine Share Dealing Executor/Administrators Dealing Application Form

You want to set up an Executor or Administrator BrokerLine account.

Download the BrokerLine Share Dealing Executor/Administrators Dealing Application Form (PDF, 208KB)

15. BrokerLine International Transfer Form

You want to transfer US and Canadian stocks into your BrokerLine Share Dealing account.

Download the BrokerLine International Transfer Form (PDF, 91KB)

16. W-8BEN Form

If you invest in US (United States) stocks and shares, you will need to complete a form W-8BEN.

Download the W-8BEN Form (PDF, 67KB)

17. Gift Transfer Form

Use this form if you hold shares that you want to gift to someone.

Download the Gift Transfer Form (PDF, 110KB)

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