Barclays Stockbrokers Forms
We've included all the forms you are likely to need in this section to help you open and manage your Barclays Stockbrokers accounts. These forms are available for download in Adobe PDF format*
Open an Account
No matter whether you deal frequently, or are just beginning to build your investment portfolio, or are looking for tax-efficient investment, we have an account for you.
Foreign Dealing
If you have an existing MarketMaster or Company Dealing Account you can deal in foreign stocks over the telephone. If you intend on trading US stocks, you should also read the W-8BEN Guide and complete the W-8BEN form.
Download
Investment ISA
Add share certificates or cash to your existing ISA
Transfer cash or stocks held electronically with another broker
MarketMaster®
Transfer cash or UK stocks held electronically with another broker
Lodge share certificates or cash you hold
SIPP Account
Make additional contributions to your SIPP account
Direct Debit for Shortfalls & Fees
To set up a Direct Debit for shortfalls and fees in your Barclays Stockbrokers account. If you don't have a Barclays Bank account you must send us a bank statement dated within the last 3 months.
Direct Debit for Regular Payments
To set up regular payment to your Barclays Stockbrokers account. If you don't have a Barclays Bank account you must send us a bank statement dated within the last 3 months.
ShareDeal Direct Debit
To set up a direct debit for settlement for your ShareDeal - (certificated dealing account) call our contact centre on 08457 777 200**.
Account Linking form
To link your Barclays Stockbrokers accounts to help you achieve a lower commission rate by accumulating the trades you make.
Application for user Access
To grant permission to allow another individual to view and/or deal in your account.
CREST Transfer Form
To transfer certificates to your Barclays Stockbrokers account.
Special Stock Transfer form
To transfer certificates to your Barclays Stockbrokers account.
SIPP Benefits form
For example if you want to start drawing benefits from your SIPP as an unsecured pension, or an alternatively secured pension.
W8 - Ben Form
If you intend on trading US stocks, you should read the guide and complete the W8-Ben form
Gift Transfer Form
To transfer shares from your portfolio to that of a spouse or other party
CREST Transfer form
To be returned with your certificates when you sell using our Telephone Certificated Dealing service
*To download these forms you will need Adobe Acrobat Reader. If you don't have Adobe Acrobat Reader, you can download it for free from the Adobe website.
**0845 calls will cost no more than 4p per minute, minimum call charge 5.5p for BT customers. The price on non-BT phone lines may be different; 0870 calls are charged at national rates. You can only use this number if you are calling from the UK. Dial +44 141 352 3947 if you are calling from abroad. For your protection and ours, to check instructions and maintain high quality service standards, we may record and monitor calls made to or from Barclays Stockbrokers.