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.