Get Cfo 320 Form

The CFO 320 Form is essential for managing a protected beneficiary's fund when the award falls between £10,000 and £50,000. This guide will provide clear, step-by-step instructions to assist users in completing the form online accurately and efficiently.

Follow the steps to complete the CFO 320 Form online.

1. Click the ‘Get Form’ button to obtain the CFO 320 Form and open it in your preferred online editor.
2. In Part A, fill in the full case title, claimant, and defendant's details, including their names and contact information. Ensure accuracy as this information sets up the protected beneficiary's account.
3. Complete the protected beneficiary's full name, date of birth, court name, and investment hearing date. Provide the claim number and the litigation friend's full name.
4. Indicate whether you have read the accompanying fact sheet, and answer relevant questions regarding the protected beneficiary's income and tax liability.
5. In Part C, if requesting an immediate or regular payment, specify the amount and reason for the payment. Remember, the judge will need to approve this request.
6. Move to Part D if managing funds where the award is significant. Complete the investment choices carefully, adhering to the guidelines on how funds should be allocated.
7. In Part E, confirm the bank details necessary for fund distribution and provide a recent bank statement to support the information provided.
8. Once all sections are filled out, review the form for accuracy. After confirming all information is correct, you can save changes, download, print, or share the completed form.

Start filling out your documents online today for a streamlined process.