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01. Edit your child trust fund form online
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How to use or fill out child trust fund form with our platform
- Click ‘Get Form’ to open the Child Trust Fund (CTF) application in the editor.
- Begin by filling in the child's details, including their title, first name, middle initial(s), surname, unique reference number (if known), and date of birth. Ensure accuracy as this information is crucial for identification.
- Next, provide your details as the Registered Contact. Fill in your title, first name, middle initial(s), surname, address (if different from the child's), postcode, home phone, mobile phone, and email. This section confirms your parental responsibility.
- In the 'Details of your current CTF provider' section, enter the provider's name and account number. You may also include their address and telephone number if known. Indicate your preferred contact times for any follow-up calls.
- Complete sections 4 and 5 by signing where indicated. Section 4 authorizes Family Investments to manage the child's CTF account while section 5 serves as an instruction to your current provider for transferring funds.
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