HMRC ISA declaration

I apply to subscribe to a cash ISA for the tax year 6th April 2024 to 5th April 2025 and each subsequent tax year until it is closed.

Declaration

I declare that:

• all subscriptions made, and to be made, belong to me
• I have not subscribed, and will not subscribe, to more than the overall ISA subscription limit total in the same tax year
• I am resident in the United Kingdom (UK) for tax purposes:
  • or, if not resident, either perform duties which, by virtue of section 28 of Income Tax (Earnings and Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the UK,
  • or I am married to, or in a civil partnership with, a person who performs such duties
  I will inform Nationwide Building Society if I cease to be resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.

• I have received the terms and conditions for the cash ISA I’m applying to subscribe to and agree to them. I understand that as a member of Nationwide Building Society I will also be bound by its Rules. I can obtain a copy of these on nationwide.co.uk or from any branch.

For members aged 18 or over

• I am 18 years of age or over

For members aged under 18, who were aged 16 or 17 on 5 April 2024

• I am 16 years of age or over
• I have not subscribed, and will not subscribe, to another cash ISA in the same tax year that I subscribe to this cash ISA

Please note: A Nationwide portfolio cash ISA can be made up of multiple cash ISA products. This means subscriptions to more than one product only count as subscriptions to one cash ISA with us.

Authority

I authorise Nationwide Building Society:

• to hold my cash subscriptions and any interest earned on those subscriptions and to claim any relief from tax on my behalf
• to make a record in writing of this declaration and authorisation.