Get Fund Transfer Form

This guide provides clear and detailed instructions on how to fill out the Fund Transfer Form online for the HSBC Child Trust Fund. By following these steps, users can ensure that their application is completed accurately and efficiently.

Follow the steps to fill out the Fund Transfer Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide personal details of the Registered Contact. This includes entering the title, first name, middle initials, surname, date of birth, sex, address, home telephone number, postcode, and daytime/work telephone number.
3. Fill in the personal details of the Child. Enter the child’s title, first name, middle initials, surname, date of birth, unique reference number, sex, address, and postcode.
4. Input the current Child Trust Fund provider's details. This section requires the name of the company, address, postcode, account number, and type of Child Trust Fund (stakeholder or non-stakeholder).
5. Read and confirm the declaration. Make sure to verify that all statements are true and complete, including age requirements, parental responsibilities, and understanding of the fund’s terms and conditions.
6. Sign the application form where indicated in Section 4 and 5. Ensure the date is also filled in.
7. Complete the Transfer Authority section, providing the current provider's name and address, as well as all relevant details about the child and the registered contact.
8. Review the completed form for accuracy before submission. Users can save changes, download, print, or share the form as needed.

Complete your Fund Transfer Form online today for a smooth transfer process.