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Account Amendment Authority
About this form
Please use this form to make signatory changes to your CDF accounts, including Transaction, Loan and Term Investment Accounts. 

Using this form, you can add up to 2 new signatories, and/or remove up to 2 existing signatories at a time, manage their CDF Online access for all or some of your CDF accounts. 
Use the SAVE FORM function located at the bottom left hand of the screen to save and return to this form at any time. If you exit and don't save the form, your information will not be saved.
Purpose of this Application
Please select
Please select
Please select

These changes will be processed within CDFs standard processing times, usually within 3 business days
Account Holder Details
Please select
Changes to CDF Corporate Cards - such as ordering a new card or transferring an existing card, must be requested via your MACS corporate card administrator - if you are unsure who to contact, please discuss this with your Finance Business Partner.
Changes to CDF Corporate Cards - such as ordering a new card or closing an existing card are managed by each school. Please speak to your school Administration Officer or Business Manager to access the required forms.
State/Province
Australia
State/Province
Australia
Use the SAVE FORM function located at the bottom left hand of the screen to save and return to this form at any time. If you exit and don't save the form, your information will not be saved.
Name & Contact details of the person submitting this request
This person can be anyone delegated to submit this application on behalf of your organisation, and doesn't need to be an account signatory. 

This request will need to be approved under the delegation of authority rules of your organisation, as provided when the account was opened.
Account Authority
Please enter the name/s of the people authorised to make changes to the signatories on your organisations CDF accounts.

These people will be required to sign this request before you submit the application. 
Add Signatory 1 - Personal Details
Please enter the signatory's personal details, exactly as they appear on the signatory's driver's licence or passport (the signatory's full legal name must be used).

Nicknames, aliases or shortened versions of names will not be accepted.
Please select
Day
Month
Year
Use the SAVE FORM function located at the bottom left hand of the screen to save and return to this form at any time. If you exit and don't save the form, your information will not be saved.
Add Signatory 1 - Contact Details
State/Province
Australia
State/Province
Australia
Add Signatory 1 - Tax Information
Country 1
Please select
Add Signatory 1 - Identification Requirements
This signatory must complete CDF identification requirements.

Links to our Identification forms and Electronic Verification of Identity are located below.

Use the SAVE FORM function located at the bottom left hand of the screen to save and return to this form at any time. If you exit and don't save the form, your information will not be saved.
Certificate of Identity Form
This completed form must be uploaded before you submit this application
NAB Specimen Signature Card
This completed form must be uploaded before you submit this application
Electronic Verification of Identity
Electronic Verification of Identity must be completed before you submit this application
You will be asked to upload all identity related forms and confirm Electronic Verification of Identity is complete before you submit this application.
Add Signatory 1 - Account Access
Please select
Add Signatory 1 - Account Authority Level
  • Authorising Party. An account signatory who has authority to transact and make changes to the account (such as updating details, change signatories or close accounts).

  • Authorised to Operate. An account signatory who has authority to transact, but cannot make changes to the account.
Add Signatory 1 - CDF Online Access Level
Please select
  • Data Entry User (Limited Access): This user can submit transactions and view account transaction history, including current balances. This user cannot authorise transactions, nor make changes to accounts or CDF Online settings.

  • Full Access (Full Access): This user can submit and authorise credit and debit transactions (known as value transactions) and view transaction history, including current balances.
$
This is the maximum transaction amount this signatory can authorise per CDF Online transaction
Add Signatory 2 - Personal Details
Please enter the signatory's personal details, exactly as they appear on the signatory's driver's licence or passport (the signatory's full legal name must be used).

Nicknames, aliases or shortened versions of names will not be accepted.
Please select
Day
Month
Year
Use the SAVE FORM function located at the bottom left hand of the screen to save and return to this form at any time. If you exit and don't save the form, your information will not be saved.
Add Signatory 2 - Contact Details
State/Province
Australia
State/Province
Australia
Add Signatory 2 - Tax Information
Country 1
Please select
Add Signatory 2 - Identification Requirements
This signatory must complete CDF identification requirements.

Links to our Identification forms and Electronic Verification of Identity are located below.


Use the SAVE FORM function located at the bottom left hand of the screen to save and return to this form at any time. If you exit and don't save the form, your information will not be saved.
Certificate of Identity Form
This completed form must be uploaded before you submit this application
NAB Specimen Signature Card
This completed form must be uploaded before you submit this application
Electronic Verification of Identity
Electronic Verification of Identity must be completed before you submit this application
You will be asked to upload all identity related forms and confirm Electronic Verification of Identity is complete before you submit this application.
Add Signatory 2 - Account Access
Please select
Add Signatory 2 - Account Authority Level
  • Authorising Party. An account signatory who has authority to transact and make changes to the account (such as updating details, change signatories or close accounts).

  • Authorised to Operate. An account signatory who has authority to transact, but cannot make changes to the account.
Add Signatory 2 - CDF Online Access Level
Please select
  • Data Entry User (Limited Access): This user can submit transactions and view account transaction history, including current balances. This user cannot authorise transactions, nor make changes to accounts or CDF Online settings.

  • Full Access (Full Access): This user can submit and authorise credit and debit transactions (known as value transactions) and view transaction history, including current balances.
$
This is the maximum transaction amount this signatory can authorise per CDF Online transaction
Remove Signatory 1
Please select

This signatory will be removed from all accounts held by your Organisation and their CDF Online access will be removed.
Please select
This signatory will be removed only from the accounts nominated, including CDF Online access.
Remove Signatory 2
Please select

This signatory will be removed from all accounts held by your Organisation and their CDF Online access will be removed.
Please select
This signatory will be removed only from the accounts nominated, including CDF Online access.
Review your request
To review a summary of your request, please select next at the bottom of this page and review the summary page to ensure it accurately meets your requirements. If you need to make amendments, please return to the section requiring changes and amend as required.
Summary of your request
REQUESTS THE FOLLOWING AMENDMENTS
This request is authorised on behalf of the account holder by the following signatories:
By signing this document, the Authorised Signatories named in this document request and agree to the following:

I/we request the following actions related to the individuals named in "Add Signatory 1",  "Add Signatory 2", and/or "Remove Signatory 1", "Remove Signatory 2":
  • Are added to, or removed from, the accounts listed in this application, including CDF Transaction Accounts with a NAB Cheque Link Account
  • I/we request CDF provides instructions to the National Australia Bank to complete these changes
  • Are provided with, or have removed, CDF Online access to the accounts listed in this application, with the level of designated user access and online authorisation limit as designated in this application
  • New signatories can enquire and give instructions in relation to cheques, international payments, withdrawals, periodic payments, direct debits, and where nominated, electronic services for both CDF and our banking partner, National Australia Bank (NAB), where the account has a linked NAB cheque account. These functions will be revoked for signatories being removed from the accounts listed in this application. 
  • New signatories can give instructions in relation to Term Investments including opening, reinvesting, altering and redeeming. These functions will be revoked for signatories being removed from the accounts listed in this application. 
  • New signatories can give instructions in relation to CDF Loan Accounts including requesting balances, interest information, payout figures and transaction history. These functions will be revoked for signatories being removed from the accounts listed in this application. 
Confirmation and Acknowledgement:
  • I/we acknowlege that the Account Holder is fully responsible for the actions of all account signatories
  • I/we acknowledge the Account Holder must make written requests to add or remove account signatories
  • I/we acknowledge that this request is approved by the Account Holder and is in line with any governing documents such as Charters, Delegation of Authority or other documents. 
  • I/we acknowledge CDF and NAB bear no liability for the actions of account signatories 
I/we confirm that each signatory will:
  • Abide by the Terms and Conditions related to the use of CDF accounts, including Transaction, Savings, Loans and Term Investment accounts held by the Account Holder, including NAB Cheque Link accounts when applicable. 
  • Abide by the Terms and Conditions related to the use of CDF Online.
  • All information and documents provided by this individual are true and accurate. 
Terms and Conditions are available on the the CDF website www.catholicdevelopmentfund.org.au and are subject to revision and change at CDF's discretion - all changes will be updated on our website.
Generate PDF
Before you can submit this application, it must be signed and dated by the Authorised Signatories nominated in the application. Please complete the following steps to generate a PDF of the document:

  1. Select GENERATE PDF 
  2. A PDF of this form will be created*
  3. Please download or print the PDF
  4. Authorised Signatories must physically sign the document with a "wet" signature
  5. Once signed, please save the document in PDF format. 
*If you have pop-up blockers you may need to allow pop-ups from this page

If you need to save and return to the application:

Use the SAVE FORM function located at the bottom left hand of the screen to save and return to this form at any time. If you exit and don't save the form, your information will not be saved.
GENERATE PDF
Upload Application and ID documents

Requires identification before they can be added as a signatory and provided CDF Online access.

Requires identification before they can be added as a signatory and provided CDF Online access.
You chose to save the form to continue submit later.
Please provide your email address so we can send you the link to your form.
Your secret key will be used to make sure that your form will be accessed by you only.
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