Forms

Which forms do I need?

Please read all of the information below if you wish to download forms from this site to open an account or become a CDF Online member.

 

Opening A New Account

If you wish to open a new account with the CDF please click here "New Account Application Form" and print off the attached form. Once you have filled in the form mail it to us with a cheque and we will open the appropriate account for you. Please remember to fill in the tax file number details. N.B. Once your new account has been recieved at the CDF we will contact you to arrange suitable identification.

 

If you do not wish to send a cheque with your application form, you can click on the "Direct Debit Form" and print this off. Simply complete the necessary details and send it in to us with the completed "New Account Application Form". We will then open your account and debit your initial credit from your account at the financial institution you have nominated on the Direct Debit Form.

 

We will issue you with a receipt no matter which credit alternative (cheque or direct debit) you choose, along with anything else you need (e.g. an account transaction card) depending on what type of account you open.

 

Please mail all completed forms to:


Catholic Development Fund

PO Box 765
NEWCASTLE NSW 2300

 

Linking your CDF Account to CDF Online

  1. If you wish to have your existing (or new) account linked to CDF Online, you will need to print off the "Online Transaction Application Form" by clicking on the link. This is a three page document. You should read the terms and conditions on the third page before filling in the forms. You will need to fill in the first page and the top part of the second page. If you wish to nominate someone else to have access to your CDF account (either full access, i.e. the ability to make value transactions on your CDF account or enquiry only, i.e. the ability to simply view your account but not transact on it) you will need to have them fill in their details on the second page of this document in the appropriate section.

  2. If you will be using CDF Online to transfer funds from your account at a bank, building society or credit union you will need to print off the "Online Direct Debit Form". We need to load your account details at your financial institutions in order for you to debit them through CDF Online. This is a two page document and we ask you to read the second page before filling in the form.

  3. If you think you might need to transfer funds from your CDF account to your external accounts to a value higher than $2000 per transaction you will also need to complete the "CDF Online Variation of Daily Limits Form".

CDF Online and your Password

When you log on to CDF Online for the first time you will choose your own password. In the event that you forget your password, one option is to phone the CDF in order to get another one and therefore it is necessary for you to fill in the "CDF Online Security Questions Form" now. Simply print this document and fill in the appropriate details. The form requires you to nominate two security questions yourself as well as filling in your mother's maiden name. A CDF staff member will ask you the three security questions when you phone to acquire a new password. This ensures the integrity and security of your online account.


Another method of obtaining a new password is to simply print off the "CDF Online New Password Form", complete the form and fax it to us on 02 4979 1169.

 

Getting your completed CDF Online forms to the CDF

Once you have completed the appropriate CDF Online forms you simply need to send them to the CDF via:


PO Box 765

Newcastle NSW 2300

 

Alternatively, you can fax them to us on 02 4979 1169. Once we have received the correctly filled in forms we will phone you and issue you with a password and you will be ready to go online!

 

If you have any questions about filling in the above forms please phone freecall 1800 810 330 weekdays between 9am and 4.30pm.