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Collection

Forms for savings and investments

This collection brings together all forms for savings and investments.

From:: HM Revenue & Customs
Published: 20 November 2014

ISA forms

Tax on savings: Individual Savings Accounts interim claim (ISA10)
- 6 August 2019
- Form
Individual Savings Account annual return and claim (ISA14)
- 12 September 2019
- Form
Tax on savings: Individual Savings Accounts annual statistical return (ISA14a Stats)
- 6 April 2019
- Form
Notify HMRC about any ISA manager changes
- 28 February 2018
- Form
Tax on savings: apply for approval as an ISA manager
- 8 December 2017
- Form
ISA transfer history forms
- 27 March 2025
- Form

JISA forms

Child Trust Fund and Junior ISA: terminal illness early access
- 15 August 2022
- Form
Tax on savings: Junior Individual Savings Account annual statistical return (Market Value) (JISA 14 Stats)
- 4 July 2017
- Form
Tax on savings: Junior individual Savings Accounts annual statistical return (Subscriptions) (JISA25 Stats)
- 7 August 2014
- Form
Tax on savings: Junior Individual Savings Account annual statistical return (JISA 14a Stats)
- 19 August 2014
- Form

Other savings and investments forms

Apply to get a joint annuity without Income Tax taken off
- 1 October 2009
- Form
Apply to get an annuity without Income Tax taken off
- 31 March 2016
- Form

Published 20 November 2014

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