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Child Trust Fund Forms

Tell us what to do with your money

To tell us what to do once your CTF matures on your 18th birthday, please complete and return our CTF Maturity Instruction form (available early August). Your instructions have to cover the total CTF balance, which includes all cash and investments in the account.

Please post the completed form back to us as soon as you can and at least seven working days before your birthday, so we can carry out your instructions when you turn 18.

Our postal address is: EQi, PO box 4923, Worthing, BN996SF.

  • Considerations for allocating your CTF balance

    Your CTF maturity instructions need to cover the full balance of the investments and cash in your CTF account. 

    As investments can fall as well as rise, please bear in mind the value of your investments may differ between when you provide the instructions and your 18th birthday.

    You also need bear in mind that some accounts, such as a LISA, have a maximum annual allowance.

  • How to allocate investments

  • Annual allowances

  • Using the cash in your CTF account

  • Investments transfers into a LISA

  • CTF Forms

    CTF Maturity Instruction form

    Please use this form (available early August) to tell us what you would like us to do with your CTF when it matures. 

  • CTF forms

    National Identifier guide

    If you have dual nationality from a country in the EEA, please use this guide in conjunction with the CTF maturity form.

  • CTF Forms

    Third Party Authorisation form

    If you would like to have a parent or guardian manage your investments, you can nominate them as a third party manager on this form.