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How to use or fill out onefamily assetsconsumerBusiness Source Transfer Application Form Global Investment
- Click ‘Get Form’ to open it in the editor.
- Begin by filling out Section 1 with the child's details. Include their title, first name, surname, date of birth, and address. Ensure all information is accurate and written in BLOCK CAPITALS.
- Proceed to Section 2 for your details as the Registered Contact. Fill in your title, first name, surname, date of birth, and contact information. If your address differs from the child's, provide that as well.
- In Section 3, sign and date the form to authorize Family Equity Plan Limited to manage the CTF account. Confirm that all information provided is true and that you have parental responsibility for the child.
- Complete Section 4 with instructions for your current CTF provider. Fill in all requested information accurately to avoid delays in processing your transfer.
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