Guidance

Child Trust Fund providers guidance

Guidance for Child Trust Fund (CTF) providers on how to operate a Child Trust Fund scheme.

From:
HM Revenue & Customs
Published
11 November 2013
Last updated
6 April 20232024 — See all updates

Documents

Child Trust Fund guidance notes for providers

HTML

Application to be a registered contact for the Child Trust Fund

ODT, 8.63 KB

This file is in an OpenDocument format

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Example of a written external transfer application

ODT, 8.82 KB

This file is in an OpenDocument format

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

External transfer phone application

ODT, 7 KB

This file is in an OpenDocument format

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Child Trust Fund external transfer form

ODT, 8.91 KB

This file is in an OpenDocument format

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Phone application to be a registered contact for the Child Trust Fund

ODT, 6.93 KB

This file is in an OpenDocument format

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

Guidance for Child Trust Fund providers, including:

  • who can become a provider

  • how to apply

  • how to operate a Child Trust Fund scheme

You can also find updates for Child Trust Fund providers in our tax-free savings newsletters.

Published 11 November 2013
Last updated 6 April 20232024 + show all updates

  1. The Child Trust Fund guidance notes for providers has been updated.

  2. Child Trust Fund (CTF) guidance notes for providers have been updated with information about when a CTF stops being an account provider, and what information a CTF statement issued to a child turning 18 years of age must include.

  3. A link to our tax-free savings newsletters for the latest Child Trust Fund provider updates has been added to the details section.

  4. The Child Trust Fund guidance notes have been updated to help providers manage investments and cash held in a CTF accounts that start to mature in September 2020.

  5. The Child Trust Fund: guidance for providers has been updated.

  6. A new version of the Child Trust Fund: guidance for providers has been published.

  7. First published.