Forms and Links
Forms
Investment Slip
Form to add funds to your At Call Investment, Loan or other Facility.
Withdrawal Slip
Form to withdraw funds from your At Call Investment or other Facility.
Investment Application Uniting Church Organisations - Form 2
Form for opening a new Investment
Change of details - Form 3
Change of address / name
Change to Authorised Signatories - Form 4
To alter the authorised signatories on an Investment.
Electronic File Authorisation - Form 5
Credit files such as payroll files can be lodged using Uniting Online. For more information click here.
Sweep Application - Form 6
Have funds transferred between your At Call Investments and Cheque Facility.
Identification and Verification Reference - Form 7
For all new applicants and signatories to Investments.
Periodic Payment Request - Form 9
Arrange for a new, or amend/cancel an existing regular debit authority from a Uniting Financial Services At Call Investment.
Direct Debit Request - Form 10
Arrange for a new, or amend/cancel an existing regular credit to a Uniting Financial Services At Call Investment.
Application for Uniting Online/Uniting by Phone - Form 11
To apply for or to change online access to your investments or loans or to change your daily transfer limit.
Stop Cheque Request - Form 12
To apply to stop payment on a cheque if it has not been paid.
Corporate Card Application - Form 13
A corporate credit card specifically for Uniting Church Organisations
Privacy Act – Direct Marketing Option Advice - Form 21
Enables our investors and borrowers to either receive or not receive marketing material.
Facsimile Letter of Authority - Form 22
Uniting Financial Services investors who choose to use facsimile to instruct actions to their investments must have firstly completed and provided this form with original signatures.
Formal Product Information Documents:
Product Disclosure Statement
Product Information Brochure
Financial Services Guide
Privacy Policy Statement
Interest Rates Schedule
Lists the Interest Rates on all products available to Uniting Church Organisations
Fees Schedule
No maintenence or transaction fees, Lists fees charged for specific services requested
You will need Acrobat Reader to open these files.
Links
Giving Direct
The Uniting Church in Australia, Synod of NSW and the ACT
