Lifetime ISA Top Up

You can use this form to top up your Lifetime ISA by:

• Making lump sum payments of £250 or more
• Increasing your existing monthly direct debit by at least £10
• Commencing a monthly direct debit of £50 or more

The money must come from a UK bank account.

The maximum amount of combined contributions (lump sum and monthly payments) paid into your Lifetime ISA account for the current tax year cannot exceed the annual limit of £4,000.

If you are unsure of the remaining amount you can pay in for the rest of this tax year, please call us on 0800 622 417 and we will provide further information.

If you wish to make a top up via a transfer, you can use our online Top up form here, and select the transfer option, remembering to complete and return the Transfer form provided during the top up process. Alternatively, you can complete a Transfer form and return this to us by post. Whichever you choose, we will then manage the process on your behalf.

The Lifetime ISA is provided by Foresters Friendly Society and is classified as a Stocks and Shares ISA.  POIS is a part of Foresters Friendly Society.

What will I need to top up by post?

• UK bank account name, number and sort code
• Your Foresters Friendly Society Lifetime ISA policy number

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.