How to manage additional permitted subscriptions

How to use the service

ISA regulations give you authority, on request to disclose the value of a deceased account holder’s ISA to their surviving spouse or civil partner. You must be satisfied that the person making the request is the surviving spouse or civil partner of the deceased ISA investor. The request should include the deceased’s: name and address National Insurance number, if known date of birth date of death the date of marriage or civil partnership to the applicant The request should also include a declaration that the: applicant is the surviving spouse or civil partner applicant and deceased were living together at the deceased’s date of death You can decide whether to accept requests other than in writing. Someone can make requests on behalf of the surviving spouse or civil partner using the guidance in applying for an ISA on behalf of someone else .