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HMRC internal manual

Debt Management and Banking Manual

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

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


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.