Resources

Forms

Here’s a list of common forms available to download as PDFs.

Forms for Associated Individuals and Organisations

1. Account Application Form for Associated Individuals and Organisations
2. Minister’s Expense Card (MEC) – PrePaid Visa Card Personalisation Form
3. Product Disclosure Statement – MEA Visa Prepaid Card
4. Financial Services Guide – MEA Visa Prepaid Card
5. Target Market Determination
6. CCFS Loan Application
7. Recurring Auto Transfer Authorisation Request
8. Account Closure Request 
9. Account Transfer Request

Forms for Retail Clients

1. Application Form for Retail Investors
2. Account Closure Request

Merger Related Documents*

Forms for Associated Individuals, Organisations & Wholesale Clients

1. CCFS Product and Services Information – Terms & Conditions Affiliated and Wholesale Clients – 09-09-24
2. CCFS Financial Services Guide – 09-09-24
3. CCFS Privacy Policy v4.0 – 09-09-24
4. FAQs for Associates and Wholesale clients

Forms for Retail Clients

1. CCFS Product Information Statement – Offer Document – Debentures – 09-09-24
2. CCFS Product Disclosure Statement & Terms & Conditions – Retail – 09-09-24
3. CCFS Financial Services Guide – 09-09-24
4. Direct Debit Agreement – 09-09-24
5. CCFS Privacy Policy v4.0 – 09-09-24
6. FAQs for Retail clients

* (valid post merger)

Useful Information

1. CCFS Online User Guide
2. Investing with CCFS
3. Bank@Post – FAQs
4. LSL Features and FAQs
5. Church Builder Offset Account
6. BPAY Payer Terms
7. CCFS Identification Statement – Amendment (07/2020)
8. CCFS Identification Statement – (10/2019)
9. A Guide to Dispute Resolution
10. Batch Payments – Deleting Batches How-To Guide

CCFS Financial Statements

1. 2023 CCFS Financial Statements (Audited)
2. 2022 CCFS Financial Statements (Audited)
3. 2021 CCFS Financial Statements (Audited)
4. 2020 CCFS Financial Statements (Audited)