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

The majority of this manual will be archived on 30 Apr 2024. If there is content within this manual you use regularly, email hmrcmanualsteam@hmrc.gov.uk to let us know.

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.