I have set up a Junior ISA for my 15 year old and transferred some money in. I now need to transfer in his Child Trust Fund. How to I get a Transfer Authority Form ?
Hi @PDoughty, thanks for getting in touch. If you applied online and chose the funding method as ‘Transfer from another ISA’, we will send you a Transfer Authority Form (TAF) in the post. You can also find the TAF here. You should fill in the TAF with your existing Child Trust Fund details and then return it back to us. We will then request the transfer from your existing provider. These transfers can take up to 15 business days to complete and we will send you a letter once it's successfully moved over.
Child Trust Funds do not have a sort code and account number, just an account ID. When completing the form, please add the account ID into the roll number box. I hope this helps!
@RobbieT Can you let me know if my son will be communicated to after his 16th Birthday. We are aiming to keep his investments a secret until he turns 18, but if he will get written to before then, then we obviously need to tell him what he has. Thanks
@PDoughty Your son won't be able to have a full account with us in his own name until he turns 18, so he won't be contacted until around that time. I hope this helps! 😀
Thanks, but I’m not sure it does. Your booklet says “that at 16 you will check to see if your child wants to be the registered contact” which suggest you write to him.
i know he can’t do anything with it until 18.
@PDoughty The Registered Contact is the person we contact about the account, both by post and electronically. There can only be one Registered Contact at any one time. Around your son's 16th birthday, we would write to yourself to check if your son wishes to manage the account and become the Registered Contact.
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08-02-22 09:24Hi @PDoughty, thanks for getting in touch. If you applied online and chose the funding method as ‘Transfer from another ISA’, we will send you a Transfer Authority Form (TAF) in the post. You can also find the TAF here. You should fill in the TAF with your existing Child Trust Fund details and then return it back to us. We will then request the transfer from your existing provider. These transfers can take up to 15 business days to complete and we will send you a letter once it's successfully moved over.
Just looking
08-02-22 14:56@RobbieT Can you let me know if my son will be communicated to after his 16th Birthday. We are aiming to keep his investments a secret until he turns 18, but if he will get written to before then, then we obviously need to tell him what he has. Thanks
JoeC