Get Coif Charities Fixed Interest Fund

Completing the COIF Charities Fixed Interest Fund form online can streamline your charitable transactions. This guide provides clear and supportive instructions to assist users in accurately filling out the necessary information.

Follow the steps to complete the COIF Charities Fixed Interest Fund form effectively.

1. Click ‘Get Form’ button to access the form and open it in your preferred digital editor.
2. In the 'Transaction Details' section, enter the 'Name of Account' and 'Account Number' if applicable. Select the type of fund you wish to sell by ticking the appropriate box: Fixed Interest Fund Income, Investment Fund Income, or others as listed.
3. Indicate the total amount of units or their value and provide the reason for the sale, such as for charitable expenditure, operational expenditure, or investment elsewhere.
4. Move to the 'Payment Details' section. Select how you want the proceeds from the sale to be handled by ticking the corresponding box: pay via BACS, issue a cheque, transfer to a COIF Charities Deposit Fund account, or another option.
5. Fill out the necessary bank or account details if you chose to pay via BACS, including the bank name, account name, sort code, and account number.
6. In the 'Authorisation' section, complete the details of the authorised correspondent, including their full name, position, contact information, and signature.
7. List the names and details of all authorised signatories, ensuring each signature is properly documented.
8. Review all information for accuracy before saving, downloading, or printing the form. Ensure to submit any additional documents as required.

Complete your COIF Charities Fixed Interest Fund form online today for a streamlined charitable transaction experience.