Development Fund Application Form - UCA Funds Management

GENERAL ADVICE DISCLAIMER - This document is of the nature of general information only and must not in any way be construed
or relied upon as legal or financial advice. No consideration has been given or will be given to the individual investment objectives,
financial situation or needs of any particular person. UCA Funds is a registered business name of Uniting Growth Fund Limited
ABN 46 102 469 821 AFSL 294147. Neither UCA Funds nor the Fund is prudentially supervised by APRA. Contributions to the Fund
do not obtain the benefit of the depositor protection provisions of the Banking Act 1959. The Fund is designed for investors who
wish to promote the charitable purposes of the Fund.
Application for
Development Fund Account

1. The Development Fund
The Development Fund was established in 1977, and is a
flexible at-call account, paying a competitive interest rate,
with no entry, exit, transaction or account keeping fees,
nor any government charges. Funds are invested directly
in a diversified portfolio of cash and fixed interest
investments in UCA Cash Portfolio as well as in loans to
Uniting Church bodies.
The Fund is a unique opportunity for investors to assist
the philanthropic work of the Church while receiving a
competitive return. Net interest is paid to investors after
deducting operating costs and making a grant to the
UCA Synod of Victoria and Tasmania. It is also possible
for investors to increase their contribution by directing
all or part of their interest to a particular congregation
or charitable activity conducted by the church.
Privacy
UCA Funds Management respects the privacy of all
individuals and we comply with privacy legislation.
Investors will receive a quarterly newsletter in addition
to information regarding their account.
2. How it Works
Start with a minimum investment of $100.
• Your money is at call.
• Lodge additional investments at anytime by cheque,
BPay, electronic transfer or direct debit.
• Regular investment option.
• Withdrawals by cheque or Electronic Funds Transfer
(EFT) processed the same day (if received by 11.00am).
• Telephone withdrawals are available.
• Retain a minimum balance of $100.
3. What About Interest?
• Competitive interest rate.
• Calculated daily.
• Paid twice yearly.
• You also have an opportunity to donate your interest
(or part of your interest) to:
– The UnitingCare SHARE Community Appeal.
– Your congregation.
– UnitingCare agencies.
4. Is My Money Safe?
5. What About Fees?
• NO transaction fees.
• NO account keeping fees.
6. Take Notice
• NO cash transactions are allowed.
• NO cheques or EFT’s to third parties.
• Statements issued twice yearly and available on request.
7. Child Accounts
A Development Fund can also be an effective way to save
for your child’s future expenses. It is also a useful way
for older family members to engender a sense of saving
amongst younger members of the family as well. You may
wish to consider opening an account in the name of a
grandchild, a niece, a nephew or a family friend. If so, there
are two options you need to consider if you intend opening
a Development Fund account for a child.
Please note, both options require ID verification –
please see Identification Requirements on page 4.
Option 1 – In Trust For
• You can set up an ‘In Trust For’ account for the purpose
of investing funds for a child.
• The account is opened in the name of the investor
(parent or guardian) and the child’s name is placed
‘In Trust For’.
• Withdrawals from ‘In Trust For’ accounts are made
payable to the investor, not the person the money
is in trust for.
• The investor must include their own Tax File
Number, and the investor is the registered signatory
on the account.
• Parent(s)/guardian(s), grandparent(s) or a relative can
open an ‘In Trust For’ account on behalf of a child.
Option 2 – Child Accounts
• You can open a Development Fund account in the
name of the child.
• Withdrawals are made payable to the child. If the child
is under the age of 16 (and total income earned by the
child is less than $420 per year) you can claim a Child
Tax Exemption and you do not need to give your Tax
File Number.
• The parent(s)/guardian(s), grandparent(s) or a relative
can be the registered signatory on the account.
• All capital is guaranteed by The Uniting Church
in Australia Property Trust (Victoria).

Application Form
Sole Traders
Individuals
Self-managed Superannuation Funds click here
for an Application Form
For Companies, Partnerships or Formal Trusts
click here for an Application Form

Application for Development Fund Account
Application Form Page 1
• Please Use BLOCK LETTERS
I/We wish to invest in the Development Fund:
Investors (ID is required for all applicants – see page 4)
FIRST INVESTOR
SECOND INVESTOR
TITLE
FIRST NAME(S)
TITLE
FIRST NAME(S)
SURNAME / FAMILY NAME
SURNAME / FAMILY NAME
/ /
DATE OF BIRTH
/ /
DATE OF BIRTH
IN-TRUST-FOR DETAILS (If applicable)
TITLE FIRST NAME(S) SURNAME / FAMILY NAME
ADDRESS DETAILS
UNIT / STREET NUMBER
STREET NAME
SUBURB
POSTCODE
CONTACT/PHONE NUMBER
BUSINESS HOURS AFTER HOURS MOBILE
EMAIL
ADDITIONAL INFORMATION
Affiliation
Are you associated with the Uniting Church in Australia? (Optional) Yes (Please list) No
SCHOOL / AGENCY / CONGREGATION
Transaction Notification
I/We do not wish to receive individual confirmation letters for this account.
I/We would prefer to be sent a statement: Half Yearly Quarterly Monthly
OFFICE USE ONLY
ID Received Client Code TFN Investment In t Sig Account No. BV Author Entered Verified

Application for Development Fund Account
Application Form (Continued) Page 2
INTEREST INSTRUCTIONS (Please note: Any interest earned is assessable income)
EARNING INTEREST RATE (Please tick either 1, 2 or 3 and complete the relevant details).
1 No interest
2 Interest at the current rate
3 Reduced Rate, I wish to assist in the mission of the Uniting Church b y earning interest at the lower rate of %
DISTRIBUTION OF INTEREST (If you have chosen to receive interest, please tick only
one of the boxes A, B or C and complete relevant details)
A
B
Add interest to this account (Re-inv est)
Pay Interest to: (Interest can be directed to a maximum of three (3) entities)
1. Account Holder (Add to this account) % of interest earned
2. UnitingCare SHARE Community Appeal % of interest earned
3. Congregation/Agency/Organisation of Uniting Church name:
% of interest earned. If your interest is sent to a tax-deductible entity, do you require a receipt? Yes No
C Pay interest to nominated bank account. (Bank Validation is required see page 4)
ACCOUNT NAME
BSB Number – Account Number – –
BANK ACCOUNT DETAILS FOR FUTURE WITHDRAWALS (Bank Validation is required see page 4)
ACCOUNT NAME
BSB Number – Account Number – –
YOUR OPENING INVESTMENT (Minimum investment $100.00)
Please transfer funds to open this account, as per the attached Direct Debit Request Form.
AND/OR
Please find enclosed cheque for $
AND/OR
Please transfer $
made payable to UCA Funds.
from Development Fund Account Number
Authorised Signatory(s) for Development Fund account
TAX FILE NUMBER (TFN)
TAX FILE NUMBER (TFN) DETAILS (To prevent Withholding Tax being deducted from this account, please complete the section below)
I/We receive the Age, Service, Invalid or Veterans’ Pension Child exemption
Other Pension (Wife, Carer, Widow, Sole Parent or Special Benefit Fund)
TAX FILE NUMBER(S) (Important: if a joint account, both parties must provide their Tax File Number details.)
First Investor
Second Investor

Application for Development Fund Account
Registered Signatories Form Page 3
By completing and signing below, I/we acknowledge that I/we have read the terms and conditions of the Development Fundand wish to open
an account. These signatures will be registered for all future withdrawals. It is essential that UCA Funds Management Limited is notified
when the signatories change.
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Surname/Family Name
Surname/Family Name
PLEASE NOTE If there is to be more than one signature on this account, please indicate whether one
or more signatures are required on a withdrawal by circling the appropriate AND/OR below.
Signature
Signature
Date
/ /
AND / OR
Date
/ /
SIGNATORIES OTHER THAN ACCOUNT HOLDER (Certified identification is required)
POWER OF ATTORNEY (If signing as a Power of Attorney, please also attach a certified copy of the Power of Attorney)
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Surname/Family Name
Surname/Family Name
Date of Birth
/ /
Residential Address
Date of Birth
/ /
Residential Address
Postcode
Postcode

Application for Development Fund Account
Identification Requirements Page 4
Due to Anti-Money Laundering and Counter Terrorism Financing legislation we ask that you provide certified documentation that confirms your
full name, and either residential address or date of birth. Your driver’s licence or passport would be an appropriate form of confirmation.
If this account is for a person under the age of 18 years a birth certificate or birth extract would be appropriate.
We need to sight either the original document or a certified copy of the original. You can come into our office with the original document(s)
or you can send us a certified copy of the original document(s). A list of people qualified to certify documents is below.
Persons authorised to witness signatures or statutory declarations
or verify documents under “anti money laundering’ legislation:
• A minister of religion within the meaning of the Marriage Act
1961 who is registered under Division 1 of Part IV of the Act.
• A member of:
a) the Institute of Chartered Accountant in Australia; or
b) the Australian Society of Certified Practising Accountants; or
c) the National Institute of Accountants.
• A member of a municipal, city, town, district or shire council
of a State or Territory.
• A legal practitioner (however described) of a Federal, State,
or Territory court.
• An individual registered or licensed as:
a) a dentist; or
b) a medical practitioner; or
c) a pharmacist; or
d) a veterinary surgeon;
under a law of a State or Territory providing for that registration
or licensing.
• A judge or master of a Federal, State or Territory court
• A stipendiary magistrate of the Commonwealth or of a State
or Territory.
• A justice of the peace of a State Parliament.
• A member of the Parliament or a State Parliament.
• A member of the Australian Federal Police, or of the police
force of a State or Territory, who, in the normal course of his
or her duties, is in charge of a police station, or above the rank
of sergeant.
• A manager of a post office.
• An individual employed as a full-time teacher or as a principal
who has been so employed for a period of at least 5 years.
• A commissioner for oaths of a State or Territory.
Please note: Upon witnessing signature(s), authorising persons
must print their full name, address, name of their profession
(and position held) from the above list, underneath the
applicant’s signature.
Further information can be obtained at www.ag.gov.au
or www.austrac.gov.au
BANK ACCOUNT VALIDATION
Please provide one of the following:
• A cancelled cheque.
• A deposit slip.
• A copy of any documentation for you bank account showing the BSB, account number and account name.
CHECK LIST BEFORE RETURNING APPLICATION
Application Completed
ABN / TFN Entered
Interest Instructions Entered
Certified Copy of ID Included
Registered Signatories Form Completed
Initial Investment Information Completed
Direct Debit Request Form (If required)
Request to set-up Telephone Withdrawals (If required)
Bank Validation Documentation Included
Completed forms to be returned to: UCA Funds Management 130 Little Collins Street Melbourne Victoria 3000
7

Application for Development Fund Account
Requests to set-up Telephone Withdrawals Page 5
BANK ACCOUNT DETAILS (These details can only be changed by written request)
ACCOUNT NAME (Account must be in the name, individually or jointly of the account holder/s)
BSB Number – Account Number – –
BANK / BRANCH
Please provide one of the following:
• A cancelled cheque.
• A deposit slip.
• A copy of any documentation for you bank account showing the BSB, account number and account name.
SECURITY PASSWORD
UNIQUE PASSWORD (This will be used as your password when making telephone withdrawals. Ensure that these details are kept confidential.)
SECURITY QUESTION
SECURITY ANSWER
For example: Mother’s maiden name, pets name or first motor vehicle owned.
(This will only be used if you forget your nominated password)
Terms for telephone withdrawals
Whilst the funds permit you to make withdrawals by telephone, you should be aware that UCA Funds Management (UCAFM) will not be able to accept a telephone
request if the caller does not satisfactorily identify themselves as the investor or authorised representative for the account.
Phone withdrawals can be credited to the nominated bank account or a cheque can be drawn payable to the account holder.
The investor agrees that any payment made in accordance with the telephone instruction shall be in complete satisfaction of the obligation of UCAFM and that the
investor or any person claiming through the investor will have no claim against UCAFM in respect of the payment.
The investor releases, discharges and agrees to indemnify UCAFM from and against any and all losses, liabilities, actions, proceedings or claims arising from any
telephone withdrawal.
MUST BE SIGNED BY REGISTERED SIGNATORIES
SIGNATURE NAME DATE
/ /
SIGNATURE NAME DATE
/ /
OFFICE USE ONLY
Signature Verified Input Validation Received Verified Account No.

Application for Development Fund Account
Direct Debit Request Form Page 6
REQUEST AND AUTHORITY (To debit the account named below to pay UCA Cash Management Fund Limited ABN 41 075 948 444)
GIVEN NAMES OR ACN / ARBN
SURNAME OR COMPANY NAME
Request and authorise UCA Cash Management Fund Limited (user 128251) to arrange for any amount UCA Cash Management Fund Limited may debit or charge you to be
debited through the Bulk Electronic Clearing system from an account held at the financial institution identified below subject to the terms and conditions of the Direct
Debit Request Service Agreement (and any further instructions provided below).
BANK ACCOUNT DETAILS
ACCOUNT NAME (Account must be in the name, individually or jointly of the account holder/s)
BSB Number – Account Number – –
BANK / BRANCH
INITIAL INVESTMENT TO OPEN YOUR DEVELOPMENT FUND ACCOUNT
The opening once-off initial debit may be made on: / /
The amount to be debited is: $
REGULAR INVESTMENT
AMOUNT IN WORDS
The first debit may be made on:
START DATE
END DATE
/ / and at (Please circle) weekly / fortnightly / monthly / quarterly / half-yearly intervals after that
/ / inclusive (If applicable)
The amount to be debited is: $
ACKNOWLEDGEMENT
AMOUNT IN WORDS
By signing this Direct Debit Request Form you acknowledge having read and understood the terms and conditions governing the debit
arrangements between you and UCA Cash Management Fund Limited as set out in this request and in your Direct Debit Request
Service Agreement.
INSERT YOUR SIGNATURE AND ADDRESS
(If signing for a company, sign and print full name and capacity for signing eg. Director)
SIGNATURE NAME DATE
/ /
UNIT/STREET NUMBER
STREET NAME
SUBURB
SIGNATURE NAME DATE
POSTCODE
/ /
UNIT/STREET NUMBER
STREET NAME
SUBURB
POSTCODE
OFFICE USE ONLY
Date Account No. Amount Freq Entered DD No Verified

Application for Development Fund Account
Direct Debit Request Service Agreement Page 7
Definitions
— Account means the account held at your financial institution from which
we are authorised to arrange for funds to be debited.
— Agreement means this Direct Debit Request Service Agreement between
you and us.
— Business day means a day other than a Saturday or a Sunday or a public
holiday listed throughout Australia.
— Debit day means the day that payment by you to us is due.
— Debit payment means a particular transaction where a debit is made.
— Direct debit request means the Direct Debit Request between us and you
— Us or we means UCA Cash Management Fund Limited ABN 41075 948 444
you have authorised by signing a direct debit request.
— You means the customer who signed the direct debit request.
— Your financial institution is the financial institution where you hold the
account that you have authorised us to arrange to debit.
1. Debiting your account
1.1 By signing a direct debit request, you have authorised us to arrange
for funds to be debited from your account. should refer to the direct debit
request and this agreement for the terms of the arrangement between us
and you.
1.2 We will only arrange for funds to be debited from your account as
authorised in the direct debit request.
1.3 If the debit day falls on a day that is not a business day, we may direct your
financial institution to debit your account on the following business day.
If you are unsure about which day your account has or will be debited you
should contact us directly.
2. Changes by us
2.1 We may vary any details of this agreement or a direct debit request at any
time by giving you at least fourteen (14) days written notice.
3. Changes by you
3.1 Subject to 3.2 and 3.3, you may change the arrangements under a direct
debit request by contacting us on (03) 92515450.
3.2 If you wish to stop or defer a debit payment, you must notify us in writing
at least seven (7) days before the next debit day. This notice should be
given to us in the first instance.
3.3 You may also cancel your authority for us to debit your account at any time
by giving us seven (7) days notice in writing before the next debit day. This
notice should be given to us in the first instance.
4. Your obligations
4.1 It is your responsibility to ensure that there are sufficient clear funds
available in your account to allow a debit payment to be made in
accordance with the direct debit request.
4.2 If there are insufficient clear funds in your account to meet a debit payment:
a) you may be charged a fee and/or interest by your financial institution;
b) you may also incur fees or charges imposed or incurred by us; and
c) you must arrange for the debit payment to be made by another method
or arrange for sufficient clear funds to be in your account by an agreed
time so that can process the debit payment.
4.3 You should check your account statement to verify that the amounts debited
from your account are correct.
5. Dispute
5.1 If you believe that there has been an error in debiting your account, you
should notify us directly on (03) 92515450 and confirm that notice in writing
with us as soon as possible so that we can resolve your query more quickly.
5.2 If we conclude as a result of our investigations that your account has been
incorrectly debited we will respond to your query by arranging for a credit to
your account (including interest and charges) accordingly. We will also notify
you in writing of the amount by which your account has been adjusted.
5.3 If we conclude as a result of our investigations that your account has not
been incorrectly debited we will respond to your query by providing you
with reasons and any evidence for this finding.
5.4 Any queries you may have about an error made in debiting your account
should be directed to us in the first instance so that we can attempt to
resolve the matter between us and you. If we cannot resolve the matter you
can still refer it to your financial institution which will obtain details from
you of the disputed transaction and may lodge a claim on your behalf.
6. Accounts
You should check:
a) with your financial institution whether direct debiting is available from
your account as direct debiting is not available on all accounts offered by
financial institutions.
b) your account details which you have provided to us are correct by
checking them against a recent account statement; and
c) with your financial institution before completing the direct debit request
if you have any queries about how to complete the direct debit request.
7. Confidentiality
7.1 We will keep any information (including your account details) in your
direct debit request confidential. We will make reasonable efforts to keep
any such information that we have about you secure and to ensure that
any of our employees or agents who have access to information about you
do not make any unauthorised use, modification, reproduction or disclosure
of that information.
7.2 We will only disclose information that we have about you:
a) to the extent specifically required by law; or
b) for the purposes of this agreement (including disclosing information in
connection with any query or claim).
8. Notice
8.1 If you wish to notify us in writing about anything relating to this agreement,
you should write to UCA Cash Management Fund Limited, 130 Little Collins
Street, Melbourne VIC 3000.
8.2 We will notify you by sending a notice in the ordinary post to the address
you have given us in the direct debit request.
8.3 Any notice will be deemed to have been received two business days after it
is posted.

Application for Development Fund Account
Terms and Conditions Page 8
Terms and Conditions relating to investments in the
Development Fund (“the Fund”)
1. The Development Fund (the Fund) is a fund of The Uniting
Church in Australia Property Trust (Victoria) (the Property
Trust) administered on its behalf by UCA Funds Management
Limited ABN 46102469821 (UCA Funds Management).
2. All investments are guaranteed by the Uniting Church in
Australia Property Trust (Victoria) of 130 Little Collins Street,
Melbourne, Victoria 3000 which is the body corporate
incorporated by statute for the Victorian Synod.
3. The Property Trust is not subject to the normal
requirements to have a prospectus and trust deed under the
Corporations Act, and this scheme has not been examined
or approved by the Australian Securities & Investments
Commission (ASIC). UCA Funds Management will provide
audited financial accounts to ASIC each year.
4. The Property Trust schemes are designed for investors who
wish to promote the religious, educational and charitable
purposes of the Uniting Church in Australia Synod of Victoria
and Tasmania the Church) and for who the considerations of
profit are not of primary relevance.
5. Funds are invested within the ethical investment guidelines
of the Church in loans to church bodies and the UCA Cash
Portfolio.
6. Subject to Clause 7 income derived from the investments,
after distributions to investors is used for the mission of the
Church.
7. Reasonable expenses incurred in administration of the Fund
are deducted from income prior to distribution.
8. A portion of the Fund is available for lending to
congregations, parishes, programs or agencies or
organisations of or related to the Church approved by
Synod.
9. The minimum acceptable amount which may be lodged as an
initial investment is $100 and a minimum balance of $100
must be maintained at all times.
10. Investors receive a written acknowledgment for each
investment unless the Fund is advised otherwise.
Investments are repayable at call.
11. An acknowledgement of investment is not a document of
title.
12. Investments are not transferable. Where change of
ownership is requested, UCA Funds Management will
consider requests to invest the funds again in the new
name.
13. Additional investments of any amount may be lodged at
any time.
14. An investor may arrange for interest due to be either:
a) credited and added to the amount of the investment;
b) credited to another Development Fund account held by
the Investor;
c) credited to the investor’s nominated bank account; or
d) paid to nominated congregation, parish, presbytery,
agency or organisation of the Church.
15. Investments can only be made electronically or by cheque.
Cash will not be accepted.
16. UCA Funds Management reserves the right to refuse any
investment without assigning a reason.
17. Interest is calculated on a daily basis from the date of
receipt of monies by the Fund provided that investments are
received before 11a.m. on that day. Upon withdrawal,
interest will be calculated to the day prior to the date of
repayment.
18. Interest will be paid on investments half yearly at 30 June
and, 31 December and upon withdrawal in full unless
otherwise notified by UCA Funds Management.
19. The rate of interest paid to investors may be varied from
time to time and investors will be notified in writing in
advance if the rate is reduced. Investors may choose to
receive less than that rate by giving written notice in which
case the foregone interest will be used for the mission of
the Church.
20. In the event of the death of the investor UCA Funds
Management will (except in the case of joint accounts) pay
the investment(s) with the accrued interest to the investors’
estate on completion of legal formalities to the satisfaction
of UCA Funds Management. In the case of joint accounts,
the investment will be placed in the name of the surviving
investor on satisfactory evidence of death.
21. A signed withdrawal form or secure telephone request is
required for a withdrawal.
22. Requests for withdrawal of investments or telephone
banking setup must be signed by all parties concerned
unless authority on the signature form is completed to allow
for one signatory to operate the account.
23. Withdrawals will be repaid from the Fund on the day
requested provided that the withdrawal form is received by
11a.m.
24. No withdrawals will be paid to third parties.
21 May 2013

Application Form
Self-managed Superannuation Funds
Sole Traders or Individuals, click here for an Application Form
For Companies, Partnerships or Formal Trusts
click here for an Application Form

Application for Development Fund Account
Application Form
Page 1
B – Self-Managed Super Fund (ID is required for all trustees – see page 4)
SECTION 1 – ACCOUNT DETAILS
Legal Name of Fund
ABN
NAME OF TRUSTEE(S) (Please attach details of any other Trustees)
First Investor
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Second Investor (if joint account)
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Surname/Family Name
Surname/Family Name
Date of Birth
/ /
Residential Address
Date of Birth
/ /
Residential Address
Postcode
Postcode
POSTAL ADDRESS FOR ACCOUNT
Address
Postcode
CONTACT DETAILS
Tel (B/H)
Email
Tel (A/H)
Mobile
Fax
OFFICE USE ONLY
ID Received Client Code TFN Investment Int Sig Account No. BV Authorised Entered Verified

Application for Development Fund Account
Application Form (Continued) Page 2
Interest Instructions (Please note: Any interest earned is assessable income)
EARNING INTEREST RATE (Please tick either 1, 2 or 3 and complete the relevant details).
1 No interest
2 Interest at the current rate
3 Reduced Rate, I wish to assist in the mission of the Uniting Church by earning interest at the lower rate of %
DISTRIBUTION OF INTEREST (If you have chosen to receive interest, please tick only
one of the boxes A, B or C and complete relevant details)
A
B
Add interest to this account (Re-invest)
Pay Inter est to: (Interest can be directed to a maximum of three (3) entities)
1. Account Holder (Add to this account) % of interest earned
2. UnitingCare SHARE Community Appeal % of interest earned
3. Congregation/Agency/Organisation of Uniting Church name:
% of interest earned. If your interest is sent to a tax-deductible entity, do you require a receipt? Yes No
C Pay interest to nominated bank account. (Bank Validation is required see page 4)
ACCOUNT NAME
BSB Number – Account Number – –
BANK ACCOUNT DETAILS FOR FUTURE WITHDRAWALS (Bank Validation is required see page 4)
ACCOUNT NAME
BSB Number – Account Number – –
YOUR OPENING INVESTMENT (Minimum investment $100.00)
Please transfer funds to open this account, as per the attached Direct Debit Request Form.
AND/OR
Please find enclosed cheque for $
AND/OR
Please transfer $
made payable to UCA Funds.
from Development Fund Account Number
Authorised Signatory(s) for Development Fund account
REGULAR INVESTMENT
I wish to add to this account via Direct Debit, and have completed the attached Direct Debit Request Form.

Application for Development Fund Account
Registered Signatories Form Page 3
By completing and signing below, I/we acknowledge that I/we have read the terms and conditions of the Development Fundand wish to open
an account. These signatures will be registered for all future withdrawals. It is essential that UCA Funds Management Limited is notified
when the signatories change.
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Surname/Family Name
Surname/Family Name
PLEASE NOTE If there is to be more than one signature on this account, please indicate whether one
or more signatures are required on a withdrawal by circling the appropriate AND/OR below.
Signature
Signature
Date
/ /
AND / OR
Date
/ /
SIGNATORIES OTHER THAN ACCOUNT HOLDER (Certified identification is required)
POWER OF ATTORNEY (If signing as a Power of Attorney, please also attach a certified copy of the Power of Attorney)
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Surname/Family Name
Surname/Family Name
Date of Birth
/ /
Residential Address
Date of Birth
/ /
Residential Address
Postcode
Postcode

Application for Development Fund Account
Identification Requirements Page 4
Due to Anti-Money Laundering and Counter Terrorism Financing legislation we ask that you provide certified documentation that confirms your
full name, and either residential address or date of birth. Your driver’s licence or passport would be an appropriate form of confirmation.
If this account is for a person under the age of 18 years a birth certificate or birth extract would be appropriate.
We need to sight either the original document or a certified copy of the original. You can come into our office with the original document(s)
or you can send us a certified copy of the original document(s). A list of people qualified to certify documents is below.
Persons authorised to witness signatures or statutory declarations
or verify documents under “anti money laundering’ legislation:
• A minister of religion within the meaning of the Marriage Act
1961 who is registered under Division 1 of Part IV of the Act.
• A member of:
a) the Institute of Chartered Accountant in Australia; or
b) the Australian Society of Certified Practising Accountants; or
c) the National Institute of Accountants.
• A member of a municipal, city, town, district or shire council
of a State or Territory.
• A legal practitioner (however described) of a Federal, State,
or Territory court.
• An individual registered or licensed as:
a) a dentist; or
b) a medical practitioner; or
c) a pharmacist; or
d) a veterinary surgeon;
under a law of a State or Territory providing for that registration
or licensing.
• A judge or master of a Federal, State or Territory court
• A stipendiary magistrate of the Commonwealth or of a State
or Territory.
• A justice of the peace of a State Parliament.
• A member of the Parliament or a State Parliament.
• A member of the Australian Federal Police, or of the police
force of a State or Territory, who, in the normal course of his
or her duties, is in charge of a police station, or above the rank
of sergeant.
• A manager of a post office.
• An individual employed as a full-time teacher or as a principal
who has been so employed for a period of at least 5 years.
• A commissioner for oaths of a State or Territory.
Please note: Upon witnessing signature(s), authorising persons
must print their full name, address, name of their profession
(and position held) from the above list, underneath the
applicant’s signature.
Further information can be obtained at www.ag.gov.au
or www.austrac.gov.au
BANK ACCOUNT VALIDATION
Please provide one of the following:
• A cancelled cheque.
• A deposit slip.
• A copy of any documentation for you bank account showing the BSB, account number and account name.
CHECK LIST BEFORE RETURNING APPLICATION
Application Completed
ABN / TFN Entered
Interest Instructions Entered
Certified Copy of ID Included
Registered Signatories Form Completed
Initial Investment Information Completed
Direct Debit Request Form (If required)
Request to set-up Telephone Withdrawals (If required)
Bank Validation Documentation Included
Completed forms to be returned to: UCA Funds Management 130 Little Collins Street Melbourne Victoria 3000
16

Application for Development Fund Account
Requests to set-up Telephone Withdrawals Page 5
BANK ACCOUNT DETAILS (These details can only be changed by written request)
ACCOUNT NAME (Account must be in the name, individually or jointly of the account holder/s)
BSB Number – Account Number – –
BANK / BRANCH
Please provide one of the following:
• A cancelled cheque.
• A deposit slip.
• A copy of any documentation for you bank account showing the BSB, account number and account name.
SECURITY PASSWORD
UNIQUE PASSWORD (This will be used as your password when making telephone withdrawals. Ensure that these details are kept confidential.)
SECURITY QUESTION
SECURITY ANSWER
For example: Mother’s maiden name, pets name or first motor vehicle owned.
(This will only be used if you forget your nominated password)
Terms for telephone withdrawals
Whilst the funds permit you to make withdrawals by telephone, you should be aware that UCA Funds Management (UCAFM) will not be able to accept a telephone
request if the caller does not satisfactorily identify themselves as the investor or authorised representative for the account.
Phone withdrawals can be credited to the nominated bank account or a cheque can be drawn payable to the account holder.
The investor agrees that any payment made in accordance with the telephone instruction shall be in complete satisfaction of the obligation of UCAFM and that the
investor or any person claiming through the investor will have no claim against UCAFM in respect of the payment.
The investor releases, discharges and agrees to indemnify UCAFM from and against any and all losses, liabilities, actions, proceedings or claims arising from any
telephone withdrawal.
MUST BE SIGNED BY REGISTERED SIGNATORIES
SIGNATURE NAME DATE
/ /
SIGNATURE NAME DATE
/ /
OFFICE USE ONLY
Signature Verified Input Validation Received Verified Account No.

Application for Development Fund Account
Direct Debit Request Form Page 6
REQUEST AND AUTHORITY (To debit the account named below to pay UCA Cash Management Fund Limited ABN 41 075 948 444)
GIVEN NAMES OR ACN / ARBN
SURNAME OR COMPANY NAME
Request and authorise UCA Cash Management Fund Limited (user 128251) to arrange for any amount UCA Cash Management Fund Limited may debit or charge you to be
debited through the Bulk Electronic Clearing system from an account held at the financial institution identified below subject to the terms and conditions of the Direct
Debit Request Service Agreement (and any further instructions provided below).
BANK ACCOUNT DETAILS
ACCOUNT NAME (Account must be in the name, individually or jointly of the account holder/s)
BSB Number – Account Number – –
BANK / BRANCH
INITIAL INVESTMENT TO OPEN YOUR DEVELOPMENT FUND ACCOUNT
The opening once-off initial debit may be made on: / /
The amount to be debited is: $
REGULAR INVESTMENT
AMOUNT IN WORDS
The first debit may be made on:
START DATE
END DATE
/ / and at (Please circle) weekly / fortnightly / monthly / quarterly / half-yearly intervals after that
/ / inclusive (If applicable)
The amount to be debited is: $
ACKNOWLEDGEMENT
AMOUNT IN WORDS
By signing this Direct Debit Request Form you acknowledge having read and understood the terms and conditions governing the debit
arrangements between you and UCA Cash Management Fund Limited as set out in this request and in your Direct Debit Request
Service Agreement.
INSERT YOUR SIGNATURE AND ADDRESS
(If signing for a company, sign and print full name and capacity for signing eg. Director)
SIGNATURE NAME DATE
/ /
UNIT/STREET NUMBER
STREET NAME
SUBURB
SIGNATURE NAME DATE
POSTCODE
/ /
UNIT/STREET NUMBER
STREET NAME
SUBURB
POSTCODE
OFFICE USE ONLY
Date Account No. Amount Freq Entered DD No Verified

Application for Development Fund Account
Direct Debit Request Service Agreement Page 7
Definitions
— Account means the account held at your financial institution from which
we are authorised to arrange for funds to be debited.
— Agreement means this Direct Debit Request Service Agreement between
you and us.
— Business day means a day other than a Saturday or a Sunday or a public
holiday listed throughout Australia.
— Debit day means the day that payment by you to us is due.
— Debit payment means a particular transaction where a debit is made.
— Direct debit request means the Direct Debit Request between us and you
— Us or we means UCA Cash Management Fund Limited ABN 41075 948 444
you have authorised by signing a direct debit request.
— You means the customer who signed the direct debit request.
— Your financial institution is the financial institution where you hold the
account that you have authorised us to arrange to debit.
1. Debiting your account
1.1 By signing a direct debit request, you have authorised us to arrange
for funds to be debited from your account. should refer to the direct debit
request and this agreement for the terms of the arrangement between us
and you.
1.2 We will only arrange for funds to be debited from your account as
authorised in the direct debit request.
1.3 If the debit day falls on a day that is not a business day, we may direct your
financial institution to debit your account on the following business day.
If you are unsure about which day your account has or will be debited you
should contact us directly.
2. Changes by us
2.1 We may vary any details of this agreement or a direct debit request at any
time by giving you at least fourteen (14) days written notice.
3. Changes by you
3.1 Subject to 3.2 and 3.3, you may change the arrangements under a direct
debit request by contacting us on (03) 92515450.
3.2 If you wish to stop or defer a debit payment, you must notify us in writing
at least seven (7) days before the next debit day. This notice should be
given to us in the first instance.
3.3 You may also cancel your authority for us to debit your account at any time
by giving us seven (7) days notice in writing before the next debit day. This
notice should be given to us in the first instance.
4. Your obligations
4.1 It is your responsibility to ensure that there are sufficient clear funds
available in your account to allow a debit payment to be made in
accordance with the direct debit request.
4.2 If there are insufficient clear funds in your account to meet a debit payment:
a) you may be charged a fee and/or interest by your financial institution;
b) you may also incur fees or charges imposed or incurred by us; and
c) you must arrange for the debit payment to be made by another method
or arrange for sufficient clear funds to be in your account by an agreed
time so that can process the debit payment.
4.3 You should check your account statement to verify that the amounts debited
from your account are correct.
5. Dispute
5.1 If you believe that there has been an error in debiting your account, you
should notify us directly on (03) 92515450 and confirm that notice in writing
with us as soon as possible so that we can resolve your query more quickly.
5.2 If we conclude as a result of our investigations that your account has been
incorrectly debited we will respond to your query by arranging for a credit to
your account (including interest and charges) accordingly. We will also notify
you in writing of the amount by which your account has been adjusted.
5.3 If we conclude as a result of our investigations that your account has not
been incorrectly debited we will respond to your query by providing you
with reasons and any evidence for this finding.
5.4 Any queries you may have about an error made in debiting your account
should be directed to us in the first instance so that we can attempt to
resolve the matter between us and you. If we cannot resolve the matter you
can still refer it to your financial institution which will obtain details from
you of the disputed transaction and may lodge a claim on your behalf.
6. Accounts
You should check:
a) with your financial institution whether direct debiting is available from
your account as direct debiting is not available on all accounts offered by
financial institutions.
b) your account details which you have provided to us are correct by
checking them against a recent account statement; and
c) with your financial institution before completing the direct debit request
if you have any queries about how to complete the direct debit request.
7. Confidentiality
7.1 We will keep any information (including your account details) in your
direct debit request confidential. We will make reasonable efforts to keep
any such information that we have about you secure and to ensure that
any of our employees or agents who have access to information about you
do not make any unauthorised use, modification, reproduction or disclosure
of that information.
7.2 We will only disclose information that we have about you:
a) to the extent specifically required by law; or
b) for the purposes of this agreement (including disclosing information in
connection with any query or claim).
8. Notice
8.1 If you wish to notify us in writing about anything relating to this agreement,
you should write to UCA Cash Management Fund Limited, 130 Little Collins
Street, Melbourne VIC 3000.
8.2 We will notify you by sending a notice in the ordinary post to the address
you have given us in the direct debit request.
8.3 Any notice will be deemed to have been received two business days after it
is posted.

Application for Development Fund Account
Terms and Conditions Page 8
Terms and Conditions relating to investments in the
Development Fund (“the Fund”)
1. The Development Fund (the Fund) is a fund of The Uniting
Church in Australia Property Trust (Victoria) (the Property
Trust) administered on its behalf by UCA Funds Management
Limited ABN 46102469821 (UCA Funds Management).
2. All investments are guaranteed by the Uniting Church in
Australia Property Trust (Victoria) of 130 Little Collins Street,
Melbourne, Victoria 3000 which is the body corporate
incorporated by statute for the Victorian Synod.
3. The Property Trust is not subject to the normal
requirements to have a prospectus and trust deed under the
Corporations Act, and this scheme has not been examined
or approved by the Australian Securities & Investments
Commission (ASIC). UCA Funds Management will provide
audited financial accounts to ASIC each year.
4. The Property Trust schemes are designed for investors who
wish to promote the religious, educational and charitable
purposes of the Uniting Church in Australia Synod of Victoria
and Tasmania the Church) and for who the considerations of
profit are not of primary relevance.
5. Funds are invested within the ethical investment guidelines
of the Church in loans to church bodies and the UCA Cash
Portfolio.
6. Subject to Clause 7 income derived from the investments,
after distributions to investors is used for the mission of the
Church.
7. Reasonable expenses incurred in administration of the Fund
are deducted from income prior to distribution.
8. A portion of the Fund is available for lending to
congregations, parishes, programs or agencies or
organisations of or related to the Church approved by
Synod.
9. The minimum acceptable amount which may be lodged as an
initial investment is $100 and a minimum balance of $100
must be maintained at all times.
10. Investors receive a written acknowledgment for each
investment unless the Fund is advised otherwise.
Investments are repayable at call.
11. An acknowledgement of investment is not a document of
title.
12. Investments are not transferable. Where change of
ownership is requested, UCA Funds Management will
consider requests to invest the funds again in the new
name.
13. Additional investments of any amount may be lodged at
any time.
14. An investor may arrange for interest due to be either:
a) credited and added to the amount of the investment;
b) credited to another Development Fund account held by
the Investor;
c) credited to the investor’s nominated bank account; or
d) paid to nominated congregation, parish, presbytery,
agency or organisation of the Church.
15. Investments can only be made electronically or by cheque.
Cash will not be accepted.
16. UCA Funds Management reserves the right to refuse any
investment without assigning a reason.
17. Interest is calculated on a daily basis from the date of
receipt of monies by the Fund provided that investments are
received before 11a.m. on that day. Upon withdrawal,
interest will be calculated to the day prior to the date of
repayment.
18. Interest will be paid on investments half yearly at 30 June
and, 31 December and upon withdrawal in full unless
otherwise notified by UCA Funds Management.
19. The rate of interest paid to investors may be varied from
time to time and investors will be notified in writing in
advance if the rate is reduced. Investors may choose to
receive less than that rate by giving written notice in which
case the foregone interest will be used for the mission of
the Church.
20. In the event of the death of the investor UCA Funds
Management will (except in the case of joint accounts) pay
the investment(s) with the accrued interest to the investors’
estate on completion of legal formalities to the satisfaction
of UCA Funds Management. In the case of joint accounts,
the investment will be placed in the name of the surviving
investor on satisfactory evidence of death.
21. A signed withdrawal form or secure telephone request is
required for a withdrawal.
22. Requests for withdrawal of investments or telephone
banking setup must be signed by all parties concerned
unless authority on the signature form is completed to allow
for one signatory to operate the account.
23. Withdrawals will be repaid from the Fund on the day
requested provided that the withdrawal form is received by
11a.m.
24. No withdrawals will be paid to third parties.
21 May 2013

Application Form
Companies
Partnerships
Formal Trusts
Sole Traders or Individuals, click here for an Application Form
Self-managed Superannuation Funds click here for an
Application Form

Application for Development Fund Account
Application Form for Companies, Partnerships & Formal Trusts
Page 1
Please use BLACK or BLUE INK and print within the boxes in CAPITAL LETTERS. Mark all answer boxes with a cross (X).
Investor Information (Please tick one box to indicate what type of investor you are)
Please tick one box to indicate what type of investor you are and go to the relevant section:
A – Company (Do not complete B or C)
B – Partnership (Do not complete A or C)
C – Formal Trust (Do not complete A or B)
A – Company
SECTION 1 – ACCOUNT DETAILS
Full name of Company (as registered with ASIC)
ACN
REGISTERED ADDRESS DETAILS
Registered Address of Company
Registered Place of Business
Postcode
Postcode
POSTAL ADDRESS FOR ACCOUNT
Address
Postcode
CONTACT DETAILS
Name
Surname/Family Name
Tel (B/H)
Email
Tel (A/H)
Mobile
Fax
OFFICE USE ONLY
This section continues on the next page >>
ID Received Client Code TFN Investment Int Sig Account No. BV Authorised Entered Verified

Application for Development Fund Account
Application Form
Page 2
A (continued) – Company
DIRECTOR(S) DETAILS
Mr Mrs Ms Miss Dr. Rev.
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Given Name(s)
Surname/Family Name
Surname/Family Name
Date of Birth
/ /
Date of Birth
/ /
Residential Address
Residential Address
Postcode
Postcode
Mr Mrs Ms Miss Dr. Rev.
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Given Name(s)
Surname/Family Name
Surname/Family Name
Date of Birth
/ /
Date of Birth
/ /
Residential Address
Residential Address
Postcode
Postcode
Please attach details of all other directors
Section 2 – Account Instructions must be completed
Section 3 – Registered Signatories section must be completed
Section 4 – Account Authorisation must be completed by directors

Application for Development Fund Account
Application Form
Page 3
B – Partnership
SECTION 1 – ACCOUNT DETAILS
Legal name of partnership
The country in which the Partnership was established
Business name (if applicable)
ABN (if applicable)
A certified copy of the partnership agreement must be provided.
REGISTERED ADDRESS
Address
Postcode
POSTAL ADDRESS FOR ACCOUNT
Address
Postcode
CONTACT DETAILS
Name
Surname/Family Name
Tel (B/H)
Email
Tel (A/H)
Mobile
Fax
OFFICE USE ONLY
This section continues on the next page >>
ID Received Client Code TFN Investment Int Sig Account No. BV Authorised Entered Verified

Application for Development Fund Account
Application Form Page 4
B (continued) – Partnership
PARTNER(S) DETAILS
Mr Mrs Ms Miss Dr. Rev.
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Given Name(s)
Surname/Family Name
Surname/Family Name
Date of Birth
/ /
Date of Birth
/ /
Residential Address
Residential Address
Postcode
Postcode
Mr Mrs Ms Miss Dr. Rev.
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Given Name(s)
Surname/Family Name
Surname/Family Name
Date of Birth
/ /
Date of Birth
/ /
Residential Address
Residential Address
Postcode
Postcode
Please attach details of all other directors
Section 2 – Account Instructions must be completed
Section 3 – Registered Signatories section must be completed
Section 4 – Account Authorisation must be completed

Application for Development Fund Account
Application Form
Page 5
C – Formal Trust
SECTION 1 – ACCOUNT DETAILS
Name of Trust
The country in which the trust was established
Type of trust
ABN
REGISTERED ADDRESS
Address
Postcode
POSTAL ADDRESS FOR ACCOUNT
Address
Postcode
CONTACT DETAILS
Name
Surname/Family Name
Tel (B/H)
Email
Tel (A/H)
Mobile
Fax
OFFICE USE ONLY
This section continues on the next page >>
ID Received Client Code TFN Investment Int Sig Account No. BV Authorised Entered Verified

Application for Development Fund Account
Application Form
Page 6
C (continued) – Formal Trust
TRUSTEE(S) DETAILS
Mr Mrs Ms Miss Dr. Rev.
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Given Name(s)
Surname/Family Name
Surname/Family Name
Date of Birth
/ /
Date of Birth
/ /
Residential Address
Residential Address
Postcode
Postcode
Mr Mrs Ms Miss Dr. Rev.
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Given Name(s)
Surname/Family Name
Surname/Family Name
Date of Birth
/ /
Date of Birth
/ /
Residential Address
Residential Address
Postcode
Postcode
A Certified copy of trust deed or Other verification of trust such as a bank account is required
Section 2 – Account Instructions must be completed
Section 3 – Registered Signatories section must be completed (all trustees must be signatories)
Section 4 – Account Authorisation must be completed

Application for Development Fund Account
Account Instructions (Section 2)
Page 7
Interest Instructions
(Please note: Any interest earned is assessable income)
EARNING INTEREST RATE (Please select either 1, 2 or 3 and complete the relevant details).
1. No Interest
2. Interest at the current rate
3. Reduced Rate, I wish to assist in the mission of the Uniting Church by earning interest at the lower rate of
.
%
Distribution of Interest (If you have chosen to receive interest, please tick and complete only one of the boxes A, B or C)
A. Add interest to this account (Re-invest)
B. Pay Interest to: (Interest can be directed to a maximum of three (3) entities)
1. Account Holder (Add to this account)
.
% of interest earned
2. UnitingCare SHARE Community Appeal
.
% of interest earned
3. Congregation/Agency/Organisation of Uniting Church name:
.
% of interest earned. If interest is sent to a tax-deductible entity, do you require a receipt? yes no
C. Pay interest to nominated bank account. (Bank Validation is required)
Account Name
BSB Number – Account Number
Bank Account Details for Future Withdrawals (Bank Validation is required)
Account Name
BSB Number – Account Number
Your Opening Investment (Minimum investment $100.00)
Please transfer funds to open this account, as per the attached Direct Debit Request Form.
AND/OR Please find enclosed cheque for $
AND/OR Please transfer $
made payable to UCA Funds.
from Development Fund Account Number
Authorised Signatory(s) for Development Fund account
Regular Investment
I wish to add to this account via Direct Debit, and have completed the attached Direct Debit Request Form.

Application for Development Fund Account
Application Form
Page 8
Section 3 – Registered Signatories
SIGNATORIES (Will be registered for all future withdrawals. It is essential that UCA Funds is notified when the signatories change.)
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Mr Mrs Ms Miss Dr. Rev.
Given Name(s)
Surname/Family Name
Surname/Family Name
Please provide date of birth and address details if not previously provided. (Certified identification is required)
Date of Birth
Date of Birth
/ /
/ /
Residential Address
Residential Address
Postcode
Postcode
PLEASE NOTE If there is to be more than one signature on this account, please indicate whether one or more signatures are required
on a withdrawal by circling the appropriate AND/OR below. If more signatories are required, please provide details.
Signature
Signature
AND / OR
Section 4 – Account Authorisation (Please open an account as set out in section A, B or C above)
By completing and signing below, I/we acknowledge that I/we have read the Development Fund terms and conditions and wish to
open an account and are authorized to open an account.
A (Company – Directors) B (Partnernership – All Partners) C (Trust – All Trustees)
Given Name(s)
Given Name(s)
Surname/Family Name
Surname/Family Name
Signature
Signature
Date
/ /
Date
/ /
Tax File Number (TFN) (If ABN has not been provided)
TAX FILE NUMBER (TFN) DETAILS (To prevent Withholding Tax being deducted from this account, please complete the section below)

Application for Development Fund Account
Identification Requirements Page 9
Due to Anti-Money Laundering and Counter Terrorism Financing legislation we ask that you provide documentation that confirms your
full name, and either residential address or date of birth. Your driver’s licence or passport would be an appropriate form of confirmation.
If this account is for a person under the age of 18 years a birth certificate or birth extract would be appropriate.
We need to sight either the original document or a certified copy of the original. You can come into our office with the original
document(s) or you can send us a certified copy of the original document(s). A list of people qualified to certify documents is below.
Persons authorised to witness signatures or statutory declarations
or verify documents under “anti money laundering’ legislation:
• A minister of religion within the meaning of the Marriage Act
1961 who is registered under Division 1 of Part IV of the Act.
• A member of:
a) the Institute of Chartered Accountant in Australia; or
b) the Australian Society of Certified Practising Accountants; or
c) the National Institute of Accountants.
• A member of a municipal, city, town, district or shire council
of a State or Territory.
• A legal practitioner (however described) of a Federal, State,
or Territory court.
• An individual registered or licensed as:
a) a dentist; or
b) a medical practitioner; or
c) a pharmacist; or
d) a veterinary surgeon;
under a law of a State or Territory providing for that registration
or licensing.
• A judge or master of a Federal, State or Territory court
• A stipendiary magistrate of the Commonwealth or of a State
or Territory.
• A justice of the peace of a State Parliament.
• A member of the Parliament or a State Parliament.
• A member of the Australian Federal Police, or of the police
force of a State or Territory, who, in the normal course of his
or her duties, is in charge of a police station, or above the rank
of sergeant.
• A manager of a post office.
• An individual employed as a full-time teacher or as a principal
who has been so employed for a period of at least 5 years.
• A commissioner for oaths of a State or Territory.
Please note: Upon witnessing signature(s), authorising persons
must print their full name, address, name of their profession
(and position held) from the above list, underneath the
applicant’s signature.
Further information can be obtained at www.ag.gov.au
or www.austrac.gov.au
BANK ACCOUNT VALIDATION
Please provide one of the following:
• A cancelled cheque.
• A deposit slip.
• A copy of any documentation for you bank account showing the BSB, account number and account name.
CHECK LIST BEFORE RETURNING APPLICATION
Application Completed
ABN / TFN Entered
Interest Instructions Entered
Certified Copy of ID Included
Registered Signatories Form Completed
Initial Investment Information Completed
Direct Debit Request Form (If required)
Request to set-up Telephone Withdrawals (If required)
Bank Validation Documentation Included
Completed forms to be returned to: UCA Funds Management 130 Little Collins Street Melbourne Victoria 3000
30

Application for Development Fund Account
Requests to set-up Telephone Withdrawals Page 10
BANK ACCOUNT DETAILS (These details can only be changed by written request)
ACCOUNT NAME (Account must be in the name, individually or jointly of the account holder/s)
BSB Number – Account Number – –
BANK / BRANCH
Please provide one of the following:
• A cancelled cheque.
• A deposit slip.
• A copy of any documentation for you bank account showing the BSB, account number and account name.
SECURITY PASSWORD
UNIQUE PASSWORD (This will be used as your password when making telephone withdrawals. Ensure that these details are kept confidential.)
SECURITY QUESTION
SECURITY ANSWER
For example: Mother’s maiden name, pets name or first motor vehicle owned.
(This will only be used if you forget your nominated password)
Terms for telephone withdrawals
Whilst the funds permit you to make withdrawals by telephone, you should be aware that UCA Funds Management (UCAFM) will not be able to accept a telephone
request if the caller does not satisfactorily identify themselves as the investor or authorised representative for the account.
Phone withdrawals can be credited to the nominated bank account or a cheque can be drawn payable to the account holder.
The investor agrees that any payment made in accordance with the telephone instruction shall be in complete satisfaction of the obligation of UCAFM and that the
investor or any person claiming through the investor will have no claim against UCAFM in respect of the payment.
The investor releases, discharges and agrees to indemnify UCAFM from and against any and all losses, liabilities, actions, proceedings or claims arising from any
telephone withdrawal.
MUST BE SIGNED BY REGISTERED SIGNATORIES
SIGNATURE NAME DATE
/ /
SIGNATURE NAME DATE
/ /
OFFICE USE ONLY
Signature Verified Input Validation Received Verified Account No.

Application for Development Fund Account
Direct Debit Request Form Page 11
REQUEST AND AUTHORITY (To debit the account named below to pay UCA Cash Management Fund Limited ABN 41 075 948 444)
GIVEN NAMES OR ACN / ARBN
SURNAME OR COMPANY NAME
Request and authorise UCA Cash Management Fund Limited (user 128251) to arrange for any amount UCA Cash Management Fund Limited may debit or charge you to be
debited through the Bulk Electronic Clearing system from an account held at the financial institution identified below subject to the terms and conditions of the Direct
Debit Request Service Agreement (and any further instructions provided below).
BANK ACCOUNT DETAILS
ACCOUNT NAME (Account must be in the name, individually or jointly of the account holder/s)
BSB Number – Account Number – –
BANK / BRANCH
INITIAL INVESTMENT TO OPEN YOUR DEVELOPMENT FUND ACCOUNT
The opening once-off initial debit may be made on: / /
The amount to be debited is: $
REGULAR INVESTMENT
AMOUNT IN WORDS
The first debit may be made on:
START DATE
END DATE
/ / and at (Please circle) weekly / fortnightly / monthly / quarterly / half-yearly intervals after that
/ / inclusive (If applicable)
The amount to be debited is: $
ACKNOWLEDGEMENT
AMOUNT IN WORDS
By signing this Direct Debit Request Form you acknowledge having read and understood the terms and conditions governing the debit
arrangements between you and UCA Cash Management Fund Limited as set out in this request and in your Direct Debit Request
Service Agreement.
INSERT YOUR SIGNATURE AND ADDRESS
(If signing for a company, sign and print full name and capacity for signing eg. Director)
SIGNATURE NAME DATE
/ /
UNIT/STREET NUMBER
STREET NAME
SUBURB
SIGNATURE NAME DATE
POSTCODE
/ /
UNIT/STREET NUMBER
STREET NAME
SUBURB
POSTCODE
OFFICE USE ONLY
Date Account No. Amount Freq Entered DD No Verified

Application for Development Fund Account
Direct Debit Request Service Agreement Page 12
Definitions
— Account means the account held at your financial institution from which
we are authorised to arrange for funds to be debited.
— Agreement means this Direct Debit Request Service Agreement between
you and us.
— Business day means a day other than a Saturday or a Sunday or a public
holiday listed throughout Australia.
— Debit day means the day that payment by you to us is due.
— Debit payment means a particular transaction where a debit is made.
— Direct debit request means the Direct Debit Request between us and you
— Us or we means UCA Cash Management Fund Limited ABN 41075 948 444
you have authorised by signing a direct debit request.
— You means the customer who signed the direct debit request.
— Your financial institution is the financial institution where you hold the
account that you have authorised us to arrange to debit.
1. Debiting your account
1.1 By signing a direct debit request, you have authorised us to arrange
for funds to be debited from your account. should refer to the direct debit
request and this agreement for the terms of the arrangement between us
and you.
1.2 We will only arrange for funds to be debited from your account as
authorised in the direct debit request.
1.3 If the debit day falls on a day that is not a business day, we may direct your
financial institution to debit your account on the following business day.
If you are unsure about which day your account has or will be debited you
should contact us directly.
2. Changes by us
2.1 We may vary any details of this agreement or a direct debit request at any
time by giving you at least fourteen (14) days written notice.
3. Changes by you
3.1 Subject to 3.2 and 3.3, you may change the arrangements under a direct
debit request by contacting us on (03) 92515450.
3.2 If you wish to stop or defer a debit payment, you must notify us in writing
at least seven (7) days before the next debit day. This notice should be
given to us in the first instance.
3.3 You may also cancel your authority for us to debit your account at any time
by giving us seven (7) days notice in writing before the next debit day. This
notice should be given to us in the first instance.
4. Your obligations
4.1 It is your responsibility to ensure that there are sufficient clear funds
available in your account to allow a debit payment to be made in
accordance with the direct debit request.
4.2 If there are insufficient clear funds in your account to meet a debit payment:
a) you may be charged a fee and/or interest by your financial institution;
b) you may also incur fees or charges imposed or incurred by us; and
c) you must arrange for the debit payment to be made by another method
or arrange for sufficient clear funds to be in your account by an agreed
time so that can process the debit payment.
4.3 You should check your account statement to verify that the amounts debited
from your account are correct.
5. Dispute
5.1 If you believe that there has been an error in debiting your account, you
should notify us directly on (03) 92515450 and confirm that notice in writing
with us as soon as possible so that we can resolve your query more quickly.
5.2 If we conclude as a result of our investigations that your account has been
incorrectly debited we will respond to your query by arranging for a credit to
your account (including interest and charges) accordingly. We will also notify
you in writing of the amount by which your account has been adjusted.
5.3 If we conclude as a result of our investigations that your account has not
been incorrectly debited we will respond to your query by providing you
with reasons and any evidence for this finding.
5.4 Any queries you may have about an error made in debiting your account
should be directed to us in the first instance so that we can attempt to
resolve the matter between us and you. If we cannot resolve the matter you
can still refer it to your financial institution which will obtain details from
you of the disputed transaction and may lodge a claim on your behalf.
6. Accounts
You should check:
a) with your financial institution whether direct debiting is available from
your account as direct debiting is not available on all accounts offered by
financial institutions.
b) your account details which you have provided to us are correct by
checking them against a recent account statement; and
c) with your financial institution before completing the direct debit request
if you have any queries about how to complete the direct debit request.
7. Confidentiality
7.1 We will keep any information (including your account details) in your
direct debit request confidential. We will make reasonable efforts to keep
any such information that we have about you secure and to ensure that
any of our employees or agents who have access to information about you
do not make any unauthorised use, modification, reproduction or disclosure
of that information.
7.2 We will only disclose information that we have about you:
a) to the extent specifically required by law; or
b) for the purposes of this agreement (including disclosing information in
connection with any query or claim).
8. Notice
8.1 If you wish to notify us in writing about anything relating to this agreement,
you should write to UCA Cash Management Fund Limited, 130 Little Collins
Street, Melbourne VIC 3000.
8.2 We will notify you by sending a notice in the ordinary post to the address
you have given us in the direct debit request.
8.3 Any notice will be deemed to have been received two business days after it
is posted.

Application for Development Fund Account
Terms and Conditions Page 13
Terms and Conditions relating to investments in the
Development Fund (“the Fund”)
1. The Development Fund (the Fund) is a fund of The Uniting
Church in Australia Property Trust (Victoria) (the Property
Trust) administered on its behalf by UCA Funds Management
Limited ABN 46102469821 (UCA Funds Management).
2. All investments are guaranteed by the Uniting Church in
Australia Property Trust (Victoria) of 130 Little Collins Street,
Melbourne, Victoria 3000 which is the body corporate
incorporated by statute for the Victorian Synod.
3. The Property Trust is not subject to the normal
requirements to have a prospectus and trust deed under the
Corporations Act, and this scheme has not been examined
or approved by the Australian Securities & Investments
Commission (ASIC). UCA Funds Management will provide
audited financial accounts to ASIC each year.
4. The Property Trust schemes are designed for investors who
wish to promote the religious, educational and charitable
purposes of the Uniting Church in Australia Synod of Victoria
and Tasmania the Church) and for who the considerations of
profit are not of primary relevance.
5. Funds are invested within the ethical investment guidelines
of the Church in loans to church bodies and the UCA Cash
Portfolio.
6. Subject to Clause 7 income derived from the investments,
after distributions to investors is used for the mission of the
Church.
7. Reasonable expenses incurred in administration of the Fund
are deducted from income prior to distribution.
8. A portion of the Fund is available for lending to
congregations, parishes, programs or agencies or
organisations of or related to the Church approved by
Synod.
9. The minimum acceptable amount which may be lodged as an
initial investment is $100 and a minimum balance of $100
must be maintained at all times.
10. Investors receive a written acknowledgment for each
investment unless the Fund is advised otherwise.
Investments are repayable at call.
11. An acknowledgement of investment is not a document of
title.
12. Investments are not transferable. Where change of
ownership is requested, UCA Funds Management will
consider requests to invest the funds again in the new
name.
13. Additional investments of any amount may be lodged at
any time.
14. An investor may arrange for interest due to be either:
a) credited and added to the amount of the investment;
b) credited to another Development Fund account held by
the Investor;
c) credited to the investor’s nominated bank account; or
d) paid to nominated congregation, parish, presbytery,
agency or organisation of the Church.
15. Investments can only be made electronically or by cheque.
Cash will not be accepted.
16. UCA Funds Management reserves the right to refuse any
investment without assigning a reason.
17. Interest is calculated on a daily basis from the date of
receipt of monies by the Fund provided that investments are
received before 11a.m. on that day. Upon withdrawal,
interest will be calculated to the day prior to the date of
repayment.
18. Interest will be paid on investments half yearly at 30 June
and, 31 December and upon withdrawal in full unless
otherwise notified by UCA Funds Management.
19. The rate of interest paid to investors may be varied from
time to time and investors will be notified in writing in
advance if the rate is reduced. Investors may choose to
receive less than that rate by giving written notice in which
case the foregone interest will be used for the mission of
the Church.
20. In the event of the death of the investor UCA Funds
Management will (except in the case of joint accounts) pay
the investment(s) with the accrued interest to the investors’
estate on completion of legal formalities to the satisfaction
of UCA Funds Management. In the case of joint accounts,
the investment will be placed in the name of the surviving
investor on satisfactory evidence of death.
21. A signed withdrawal form or secure telephone request is
required for a withdrawal.
22. Requests for withdrawal of investments or telephone
banking setup must be signed by all parties concerned
unless authority on the signature form is completed to allow
for one signatory to operate the account.
23. Withdrawals will be repaid from the Fund on the day
requested provided that the withdrawal form is received by
11a.m.
24. No withdrawals will be paid to third parties.
21 May 2013

UCA Funds Management
130 Little Collins Street
Melbourne Victoria 3000
Telephone (03) 9251 5450
Facsimile (03) 9650 7074
Freecall 1800 996 888
info@ucafunds.com.au
www.ucafunds.com.au