Forms & 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 (Personal Investors) – Form 1
Form for opening a new Investment
Investment Application (Company, Trust and Other Entities) – Form 17
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
You can lodge payroll files, etc.
Credit files such as payroll files can be lodged using Uniting Online. For more information click here
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.
Authority to Operate - Form 16
Form to authorise a third party to operate
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.
Format Product Information Documents:
Product Disclosure Statement
Product Information Brochure
Financial Services Guide
Privacy Policy Statement
Interest Rate Schedule
Lists the Interest Rates on all products available to Personal, Company, Trust and Other Entities.
Fees Schedule
No maintenance 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
