• IDA Guide
• Charges Guide
• IDA Application Form
• IDA Corporate Application Form
• FSCS Important Information sheet
• IDA Trust Application Form
• Platform Guide
• Get Connected Guide
• Terms and Conditions

• Inter-Account Transfer Form

We are currently in the process of introducing new technology to support transfers and to make the process faster and easier for our customers. To aid this transition, we are only accepting cash transfers from new customers at this time.

Existing Best Sun Credit Union customers can continue to transfer in-specie.

• IDA Instruction Form

• IDA Income Withdrawal Form
• IDA Withdrawal Form
• IDA Withdrawal Form – Personal Representatives

• Compensation Statement
• Complaints Handling Procedure
• Conflicts of Interest Policy
• Identification Requirements Guide
• Order Execution Policy
• Interest Rate Table
• Tax Tables
• Personal identifier reference list

• Change of Address Form
• IDA Dividend Mandate
• Third Party Authority Form
• ATS Appropriateness Assessment - Complex Investments
• W-8BEN - Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
• How to complete Form W-8BEN
• W-9 - Request for Taxpayer Identification Number and Certification
• Self Certification Form - Individual
• Self Certification Form - Entity

• Generic Investment Illustrations
• List of Funds – Clean Share Class
• List of Equities
• List of Exchange Traded Products
• List of Investment Trusts