Get Ethical Child Trust Fund Transfer Application Form - Onefamily

Completing the Ethical Child Trust Fund Transfer Application Form - OneFamily online is a crucial step in transferring your child's Child Trust Fund to OneFamily. This guide will provide you with clear and supportive instructions to help you fill out the form correctly and efficiently.

Follow the steps to complete the application form online.

1. Click the ‘Get Form’ button to access the application form and open it in the editor.
2. Begin by filling out the 'Details of child' section. You will need to provide the child’s title, first name, middle initial(s), surname, date of birth, and Unique Reference Number if known. Ensure that all entries are accurate.
3. Next, move to the 'Your details' section. Here, you must provide your title, first name, middle initial(s), surname, and address if it differs from the child's. Additionally, include your date of birth, home phone, mobile phone, and email. Select the best times for contact.
4. You will need to provide two security passwords for quick telephone access. Choose a memorable name and a memorable place.
5. In the 'Details of your current CTF provider' section, fill in the name and address of the current CTF provider and the current CTF account number.
6. Proceed to sign section 4. Read the declarations thoroughly, confirming the information provided is truthful and that you have the legal authority to transfer the account. Then, sign and date the form.
7. Finally, in section 5, inform your current CTF provider of your decision to transfer. Fill in the required information, sign, and date this section to confirm the instruction.
8. Once all sections are completed, you can save your changes, download a copy of the completed application, print it, or share it as needed.

Start the process now by completing your Ethical Child Trust Fund Transfer Application Form online.