Get Natwest Child Trust Fund Transfer Form

Filling out the Natwest Child Trust Fund Transfer Form properly is essential for ensuring a smooth transfer process. This guide will walk you through each section of the form, providing clear instructions and helpful tips to assist you in completing it online.

Follow the steps to complete the Natwest Child Trust Fund Transfer Form effectively.

1. Click the ‘Get Form’ button to obtain the form and access it for editing.
2. Begin by entering your information in the specified section, ensuring that all fields are completed in capital letters. Pay close attention to the address fields and ensure clarity in your responses.
3. Proceed to provide the applicant's details. Ensure to select the appropriate title and fill out the required forename, surname, and address fields. Confirm that the registered contact is the same as the one listed in the child’s existing Child Trust Fund.
4. Next, fill in the child’s personal details, which includes the child’s name, address, sex, date of birth, and unique reference number. This information identifies the child whose fund you are transferring.
5. If you wish to make regular contributions, complete the additional contributions section, including your preferred collection date and the amount. Remember that contributions must meet the specified minimum and maximum limits.
6. Review the declaration section. Here, you will confirm that you have read the required documents and meet all criteria, such as age and parental responsibility, before signing.
7. If setting up a direct debit, complete the Direct Debit Instruction section by including relevant bank details. Ensure accuracy to avoid issues with future payments.
8. In the Transfer Authority section, provide the details of the current Child Trust Fund provider. Include their name, address, and account number to facilitate the transfer.
9. Finally, double-check all sections for accuracy and completeness. Save your changes, and then choose to download, print, or share the completed form as necessary.

Complete your Natwest Child Trust Fund Transfer Form online today for a hassle-free experience.