DMBM105030 | View Customers Accounting Records: View Customer Accounting Records in Child Trust Fund

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Customer accounting records are viewed in Child Trust Fund (CTF) using a unique reference number (URN).

A CTF record consists of

• case summary details

• child details

• customer details

• case notes.

Customer Reference

The customer reference format for access to a CTF record is in the format

AW123456C

A record can also be accessed by using the NINO, Work Item number, or a search using aChild’s details.

Record Retention

For CTF cleared records will be maintained for a minimum of 7 years.