Temporary-User-form – Catholic Development Fund

PURPOSE OF THIS FORM

For authorised officers of the below named client to provide the specified level of access to the below listed accounts for the individual named below in Section 4.

INSTRUCTIONS FOR COMPLETION

This form is required to be completed at each time temporary access is to be granted to an account.
Any temporary users that have not previously been identified, must have their identity verified through the CDF online verification system. The link to complete the online verification will be provided via email by the CDF once this completed form has been submitted. GreenID – Online Identity
All fields are mandatory and must be completed before forwarding the form to the CDF.

IMPORTANT INFORMATION

This form cannot be used to add new permanent users.
Temporary access cannot be granted for a period longer than 3 months unless an exemption is granted by the CDF in writing.
To change a temporary user to a permanent user the temporary user must be added to a new Account Authority along with all new and continuing signatories and data users.
Temporary user will be removed from the account/s by close of business on the finish day listed.
All personal and contact information provided will only be used for the express purpose of contacting users regarding: the accounts they are authorised to act on; transactions on said accounts; or the access of the accounts via CDF Online.

SECTION 1 – DURATION OF ACCESS

Start Date*

Finish Date*

SECTION 2 – CLIENT DETAILS

Client Name*

Member No*

Account Title*

Address*

Postcode*

Postal Address*

Postal Postcode*

Email*

Phone*

SECTION 3 – ACCOUNT DETAILS

Accounts*

All Accounts (including any Loans)

Only the Accounts listed below

If you select All Accounts (including any Loans), please proceed to Section 4.

Account Number

Account Name

Account Number

Account Name

Account Number (1)*

Account Name (1)*

Account Number (2)

Account Name (2)

Account Number (3)

Account Name (3)

Account Number (4)

Account Name (4)

SECTION 4 – TEMPORARY USER DETAILS

Full name*

Date of Birth*

Address*

Ph*

Position*

Email*

Full Signatory*

Yes

No

CDF Online Access*

Yes

No

CDF Online Access Level*

Full Access

Data (View & Create Payments)

Enquiry (View Only)

Specimen Signature*

Date*

SECTION 5 – AUTHORITY

We, the below authorised signatories approve the addition of the temporary user as named in Section 4 of this Temporary User Authority.

Name of Authorised Person 1*

Name of Authorised Person 2*

Signature of Authorised Person 1*

Signature of Authorised Person 2*

Date (Authorised Person 1)*

Date (Authorised Person 2)*

Disclosure Statement | Privacy Collection Statement

TEMPORARY USER AUTHORITY 2026/09