Direct-debit-request-form

Use this form to request or amend a Direct Debit from your nominated account to a CDF account. Please allow 14 days for this request to be processed. When sections A and B are complete email this form to csg@melbcdf.org.au

Important Information

Section A – Request and Authority:

To be completed and signed by the person(s) whose account will be debited
For requests related to joint accounts, both account holders must sign this authority

Section B – CDF Account Holder Authority:

To be completed by the CDF Account Holder whose account will be credited

REQUEST TYPE

Request Type*

New Authority

Amend Existing Authority

CREDIT CDF ACCOUNT DETAILS

Account Name*

CDF Account Number*

Reference Number

Comments

SECTION A – REQUEST AND AUTHORITY

Debit Account Details

Debit Account Name*

Name of Financial Institution*

BSB*

Account Number*

Frequency*

Other (please specify)*

Commencing*

Until*

Until a date

Until further notice

Until (date)*

Debit amount ($)*

Account Holder Contact Details

Name*

Contact Number*

Email Address*

Postal Address*

Authority to Debit Account

Signing this authority confirms:

I/we hold the authority to make this request
Joint Accounts – both account holders have approved and signed this request
The account details provided are correct and the account can be direct debited
I/we agree have read and understand the CDF Direct Debit Request Service Agreement

Name (Section A signatory)*

Signature (Section A)*

Date signed (dd/mm/yyyy)*

SECTION B – CDF ACCOUNT HOLDER AUTHORITY

To be completed by the CDF Account Holder whose account will be credited

Name (CDF Account Holder)*

Signature (CDF Account Holder)*

Date signed (dd/mm/yyyy) *

Disclosure Statement
The Fund is required by law to make the following disclosure. Investment in the Fund is only intended to attract investors whose primary purpose for making their investment is to support the charitable purposes of the Fund. Investors’ funds will be used to generate a return to the Fund that will be applied to further the charitable works of the Archdiocese of Melbourne and the Dioceses of Sale, Bunbury and Ballarat. The Fund is not prudentially supervised by the Australian Prudential Regulation Authority nor has it been examined or approved by the Australian Securities and Investments Commission (ASIC). An investor in the Fund will not receive the benefit of the financial claims scheme or the depositor protection provisions in the Banking Act 1959 (Cth). The investments that the Fund offers are not subject to the usual protections for investors under the Corporations Act (Cth) or regulation by ASIC. Investors may be unable to get some or all of their money back when the investor expects or at all and investments in the Fund are not comparable to investments with banks, finance companies or fund managers. The Fund’s identification statement may be viewed here or by contacting the Fund. The Fund does not hold an Australian Financial Services Licence.

03/2026