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Lloyds HBOS takeover

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  • I should add that an R85 form needs to be completed for EVERY account that the investor holds. One form does not cover all accounts. They do not need to be completed for ISA accounts
    Getting Married Sat Aug 22nd 2009...... so excited!!

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  • Nick_C
    Nick_C Posts: 7,675 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Home Insurance Hacker!
    HMRC website says

    "You can register more than one account with the same bank or building society on a single form R85, providing the account numbers are shown clearly in the boxes provided. Separate forms R85s are required for different banks and building societies. If you open a new account, and you are still entitled to receive interest without tax taken off, then you must complete a separate form R85 for the new account."

    However, the form only allows you to fill in two account numbers, so it looks like if you have two accounts at the same bank, you can use one form.

    http://www.hmrc.gov.uk/tdsi/key-info.htm
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