Lifetime ISA Transfer

Download a transfer form

and submit your application by post

The Foresters Friendly Society Lifetime ISA is only available to UK residents aged 18 – 39 and contributions must be paid from a UK bank account.

You can move money from other savings or ISAs, including Help to Buy ISAs, by downloading and completing a transfer form. If you are transferring into an existing Foresters Lifetime ISA, please only complete the transfer form section and remember to add your existing Foresters Lifetime ISA policy number.

What will I need to submit a transfer by post?

  • Details of your existing ISA or other savings account
  • Your HMRC Lifetime ISA number (if applicable)
  • Your National Insurance Number
  • Your Foresters Lifetime ISA policy number (if transferring to an existing plan)

Please remember that we do not offer financial advice. If you would like to speak to a Financial Adviser regarding the suitability of the Lifetime ISA please do, however they may charge for their advice.