Rates, Fees and Forms

Congregations

Rates and Fees

Congregation Interest Rate Schedule

Congregation Fee Schedule


Forms

We want to open a new investment for our UCSA Congregation

New Investment Application Form - Uniting Church Organisations only

Identity Verification Form Any signatories who are not already known to us will need to complete our identification requirements before we can open your new investment.

We want to change our signatories

Identity Verification Form Any signatories who are not already known to us will need to complete our identification requirements before we can open your new investment.

Signatory Authorisation Form Please submit the forms together with signed minutes confirming the signatories for the investment.

We need to request a transaction on an existing investment

Additional Investment Form

Withdrawal Request Form

We need to have online access to our investment

UC Invest Online Application To access UC Invest Online you must have internet access and a mobile phone registered with us. Only authorised signatories to an investment can be granted access to UC Invest Online.