Term Deposit Application

"*" indicates required fields

Step 1 of 4

25%

Customer 1 Details ¹

Are you an existing customer?*

Yes

Please state Customer Number

Title

Mrs

Miss

Other

Specify Title

Name*

First Name Last Name

Date of Birth*

Day

Month

Year

Drivers Licence No.

Residential Address*

Street Address Address Line 2 Suburb / Town State Postcode Country

Mailing Address*

Same as Residential Address

Street Address Address Line 2 Suburb / Town State Postcode Country

Email address

Enter Email Confirm Email

Occupation

Daytime Phone*

Home Phone

Mobile

What day would you prefer to be contacted?*

What time of day suits you best?*

Tax Details

I certify that*

I am a tax resident of Australia

I am a foreign tax resident of another country for tax purposes

Please note, you will be required to complete an individual Tax Residency Form prior to opening account

Section A - Tax File Number ³

Tax file Number

TFN

Deduct withholding tax as I choose to not quote my tax file number Tax File Number, ABN or exemption

I will disclose my Tax File Number at a later date

Exemption Category

Under 16

Aged Pension

Centrelink benefit

Non-Resident

Add a second customer*

Yes

Customer 2 Details ¹

Are you an existing customer?*

Yes

Please state Customer Number

Title

Mrs

Miss

Other

Specify Title

Name*

First Name Last Name

Date of Birth*

Day

Month

Year

Drivers Licence No.

Residential Address*

Street Address Address Line 2 Suburb / Town State Postcode Country

Mailing Address*

Same as Residential Address

Street Address Address Line 2 Suburb / Town State Postcode Country

Email address

Enter Email Confirm Email

Occupation

Daytime Phone*

Home Phone

Mobile

What day would you prefer to be contacted?*

What time of day suits you best?*

Tax Details

I certify that*

I am a tax resident of Australia

I am a foreign tax resident of another country for tax purposes

Please note, you will be required to complete an individual Tax Residency Form prior to opening account

Section A - Tax File Number ³

Tax file Number

TFN

Deduct withholding tax as I choose to not quote my tax file number Tax File Number, ABN or exemption

I will disclose my Tax File Number at a later date

Exemption Category

Under 16

Aged Pension

Centrelink benefit

Non-Resident

Account Details

I / We would like to open a*

Individual Account

Joint Account

All withdrawals and other transactions on this account linked to your customer number may be authorised by*

Any ONE of us

Only by ALL of us

Each joint account holder is individually liable for the full amount to the Credit Union on a joint account. The authority of all joint account holders is required for the following transactions:

Change in account operation authority (except that any joint account holder may by written notice to the Credit Union withdraw any joint account operation authority, in which event the authority will become ‘Only by all of us’).
Termination of account.
Pledging all or any part of any monies standing to the credit of a joint account as security.

Netbanking²

By registering for NetBanking you can also download our SCCU app to have all your banking needs at your fingertips. You will also receive an email notification every time a new statement is available in your NetBanking account for your consultation.

I would like to activate NetBanking Facility*

(Internet and Mobile access and e-Statements)

Yes

Customer 1 Email*

Please provide email address to use Netbanking

Enter Email Confirm Email

Customer 2 Email*

Please provide email address to use Netbanking

Enter Email Confirm Email

By choosing to not register for NetBanking account, you will receive paper statement for your account(s) via mail which will incur a $4 fee per statement. To avoid the fee, please select the option to register for NetBanking.

Information and Updates²

I would like to receive future SCCU updates and promotional material*

Yes

Investment Details

Commencement date of your Term Deposit is determined based on date funds received. Your rate is calculated based on the amount invested and the term of the deposit.

Amount

Term Length (months)

Term Length

Pay Interest

On Maturity

Monthly (only available on term deposits on a 6 month term and over)

Interest Payment

Add to investment

Transfer to account

BSB*

Account Number*

Would you like SCCU to direct debit your bank account to receive your term deposit principle*

Yes

Funds Transfer (Direct Debit)
(This Direct Debit request is subject to the Direct Debit Service Agreement found here.)If you instruct us, we will also pay your interest and principal on maturity to this account.

BSB*

Account Number*

Name of Account*

Amount*

On Date*

Day

Month

Year

Customer Authority

¹Parent/.Guardian to complete this section if opening account for a Child under the age of 12. ²Your collection of tax file numbers (TFNs) is authorised by tax legislation and their use and disclosure are strictly regulated. It is not an offence if you choose not to quote your TFN. However, if you do not quote it or claim an exemption, this may result in tax being taken out of your interest or dividends. For more information about the use of TFNs and exemptions, please go to ato.gov.au Businesses may quote their ABN instead of a TFN. ³Your email address will be used to register for NetBanking (including e-Statements) and will be used to communicate important disclosures and information relating to your banking with us. You can opt out to receiving e-statements and notices at any time. ⁴A one-time fee applies to activate the VIP Security Token. See our Fees & Charges Schedule for more information. ⁵By submitting this form, you acknowledge having read and understood the terms and conditions governing the debit arrangements between set out in the Direct Debit Request Service Agreement

Consent*

By submitting this form, I verify that all details provided are true and correct and I
acknowledge having read and understood the terms and conditions governing the debit arrangements between set out in the Direct Debit Request Service Agreement.

I agree to the details as outlined above.

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