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Get the free application to transfer a Child Trust Fund (CTF)

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This document is intended for transferring an existing Child Trust Fund account to The Share Centre. It outlines the necessary steps, sections to be filled, and terms that need to be acknowledged
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How to fill out application to transfer a

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How to fill out application to transfer a Child Trust Fund (CTF)

01
Locate the original Child Trust Fund (CTF) provider's details.
02
Request a transfer application form from the new CTF provider you wish to switch to.
03
Fill out the application form with accurate information, including your child's details and existing CTF account information.
04
Confirm your child's identity and provide any required documentation.
05
Submit the completed application form to the new CTF provider.
06
Wait for the new provider to process the transfer and notify you of the completion.

Who needs application to transfer a Child Trust Fund (CTF)?

01
Parents or guardians of a child who has a Child Trust Fund and wishes to transfer it to a different provider.
02
Individuals looking to consolidate or change the investment options available within their child's CTF.
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People Also Ask about

Whilst CTFs can be transferred into new ISA accounts without breaking the annual £20,000 subscription limit, they will count towards the Lifetime ISA payment limit. For the transfer to be effective, it has to be a single instruction to the fund provider to transfer the whole amount into an ISA.
It will be possible to transfer maturing Child Trust Funds into an Individual Savings Account tax free and without affecting the overall ISA subscription limit.
If you hold a matured Child Trust Fund with another provider, you can transfer it to a Nationwide cash ISA. This will keep the tax-free status on your savings. To do so, you will need to follow the ISA transfer process. This applies even if the matured Child Trust Fund is not an ISA.
No. Child Trust Funds were replaced by Junior ISAs before we launched this service. You can invest in any of our funds with a Junior ISA. If you have a Child Trust Fund you will need to arrange for your current provider to change it to a Junior ISA before transferring it to us.
You can transfer the whole of the balance to another Nationwide cash ISA or to an ISA with another ISA manager without affecting your annual ISA allowance. You'll need to contact us or the new ISA manager before doing this.
You can transfer a child trust fund to our Junior ISA on our Transfer page. Once you've chosen the right fund for you, click "Select and transfer" to complete the transfer form. You'll need to print this off, sign it and post it back to us at FREEPOST ONEFAMILY (this is the full address).

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An application to transfer a Child Trust Fund (CTF) is a formal request made to move a CTF account from one provider to another. This can be done to take advantage of better interest rates, investment options, or service quality.
The application to transfer a Child Trust Fund (CTF) must be filed by the registered contact for the CTF account, typically the child's parent or legal guardian.
To fill out the application to transfer a CTF, you need to provide personal details of the child and the current account, choose the new provider, and complete any required forms specific to the new provider.
The purpose of the application to transfer a Child Trust Fund (CTF) is to facilitate the relocation of the CTF savings and investments to a new provider that may offer better terms or options for growth.
The application must include the child's name, date of birth, and National Insurance number, details of the current CTF provider, the new provider's information, and any consent required for the transfer.
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