Data-and-Enquiry-User-Authority-form

PURPOSE OF THIS FORM

For authorised officers of the named client in Section 1 to request Data or Enquiry levels of access to the listed accounts in Section 2 for the individual named in Section 3.

Data – This level of access will allow the user to view account activity, statements and set up new payments/transfers. Users with a data level of access cannot authorise payments/transfers.

Enquiry – This level of access will only allow the user to view account activity and statements.

IMPORTANT INFORMATION

This form cannot be used to add persons for full CDF online access and/or full signatory rights, nor to change a data or enquiry user to a full user. For these actions a new Account Authority must be completed along with all new and continuing signatories and data users.
All personal and contact information provided will only be used for the express purpose of contacting users regarding the access of the accounts via CDF Online.
For additional information, refer to the Important Information, Terms and Conditions of your full Account Authority document.

SECTION 1 – CLIENT DETAILS

Client Name*

Member No*

Business Address*

Postcode*

Postal Address*

Postcode*

Phone*

Email*

Website*

SECTION 2 – ACCOUNTS COVERED UNDER THIS AUTHORITY

This authority covers*

All Accounts including any loans. If you select this option, please proceed to Section 3.

Only the Accounts listed below

Account Number

Account Name

Account Number

Account Name

Account Number

Account Name

Account Number

Account Name

Account Number

Account Name

Account Number

Account Name

Account Number

Account Name

Account Number

Account Name

SECTION 3 – DATA OR ENQUIRY USER DETAILS

Full name*

Date of Birth*

Residential Address (PO Box not acceptable)*

Mobile Number*

Position*

Email*

Specimen Signature*

Please sign above using your mouse, touchscreen, or stylus.

CDF Online Access Level*

Data (View & Create Payments)

Enquiry (View Only)

Date*

SECTION 4 – AUTHORITY

We, the below authorised signatories approve the addition of the data / enquiry user as named in Section 3 of this User Authority.

Name of Authorised Person 1*

Name of Authorised Person 2*

Signature of Authorised Person 1*

Please sign above using your mouse, touchscreen, or stylus.

Signature of Authorised Person 2*

Please sign above using your mouse, touchscreen, or stylus.

Date (Authorised Person 1)*

Date (Authorised Person 2)*

Disclosure Statement | Privacy Collection Statement | GreenID – Online Identity

DATA/ENQUIRY USER 2026/09

CDF Data and Enquiry User Authority

PURPOSE OF THIS FORM

IMPORTANT INFORMATION

SECTION 1 – CLIENT DETAILS

SECTION 2 – ACCOUNTS COVERED UNDER THIS AUTHORITY

SECTION 3 – DATA OR ENQUIRY USER DETAILS

SECTION 4 – AUTHORITY