Due to CoVid constraints and the volume of mail going through Australia Post, please do not forward your forms to our mailing address. Please email all forms to contactus@unitingfinancial.com.au. Please note we no longer accept faxes. To avoid duplication please do not forward any emailed forms via Australia Post. Should you require any clarification, please do not hesitate to contact the Partner Solutions and Support team on 1300 133 673

Forms & Links

Forms for investments and facilities

Open a new investment (PDF) – Personal, Company, Trust & Others Only

Apply for a Commercial Organisation loan (PDF)

Add funds (Deposit slip) to your Investment, loan or other facility (PDF)

Add funds to your 31 Day Investment form (PDF)

Withdraw/Transfer funds from your Investment or other facility (PDF)

Identification Statement Debentures (PDF)

Register for services

Register or make changes to Uniting Online (PDF)

Manage your finances

Change of Daily limit (PDF)

Change your personal details (PDF)

Provide authority to operate on your investment (PDF)

Provide Identification and Verification (Individuals) (PDF)

Provide Identification and Verification (Partnership and Associations) (PDF)

Provide Identification and Verification (Companies)

Provide Identification and Verification (Trusts)

Apply for or change your periodic payment (PDF)

Make a Direct Debit Request (Giving Direct) (PDF)

Request a Re-Issue of your Passcode (PDF)

Change your online or phone access (PDF)

Read Product Disclosure Statement

Read Product Information Brochure

Read Financial Services Guide

Read Privacy Policy Brochure

Fee Schedule

You will need Acrobat Reader to open these files.

For more information

Phone 1300 133 673

Trading hours are
Monday to Friday 9.00am until 5.00pm AEST Sydney time.

Office hours are
Monday to Friday 9.30am until 4.00pm.