Transfer of funds form 2026

1. Click ‘Get Form’ to open the transfer of funds form in the editor.
2. Begin by filling in the personal details of the Registered Contact (RC). This includes selecting the title, entering the first name, middle initials, surname, date of birth, sex, address, and telephone numbers. Ensure all information is accurate for effective communication.
3. Next, provide the personal details of the Child. Fill in their title (if any), first name, middle initials, surname, date of birth, Unique Reference Number (URN), sex, and address. This information is crucial for identifying the Child's account.
4. In Section 3, indicate the current Child Trust Fund provider by entering their name and address along with your account number and type of fund (Stakeholder or Non-stakeholder).
5. Proceed to Section 4 to read and agree to the declaration. Sign and date this section to confirm your understanding and agreement with all terms outlined.
6. Finally, complete Section 5 by providing details about the current provider again and signing off on the transfer authority. Make sure all signatures are clear and dated.

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