My Lifetime ISA details don’t match HMRC

To make payments into your Lifetime ISA, the name, date of birth, and National Insurance number you used to sign up to Moneybox must match HMRC’s records.

If your information doesn’t match, you should see an error on the Home tab of the Moneybox app – tapping on this will allow you to check the details we hold for you. If any of the information we hold is incorrect, please drop us a message via the in-app chat in Settings > Help > Chat to us, or email support@moneyboxapp.com, so we can help you get this updated and
resubmit your information to HMRC. For this, we will also need to see a clear photo of your ID (e.g. driving licence or passport).

Or, if your details are correct in the app, we’d recommend logging into HMRC’s online service to check they hold the right information for you. If so, please send us a screenshot so we can match this to your Moneybox account details.
If the information held by HMRC is incorrect, please contact them to correct this.

Our systems will also automatically reattempt to match your details for two months after you finish registering, so if you do need to update any of your details with HMRC, this should clear automatically once they have made any necessary changes. You’ll also receive a confirmation email from us to let you know once your LISA has been successfully registered.

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It's important you know

Capital at risk. All investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.

A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.

For Business Saver: T&Cs apply. Max one withdrawal per day.

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