REQUEST FOR DISTRIBUTION FROM THE NAME]’ ‘[TRUST Please complete, date and sign the form and return it to Requesting body to complete Name, position, telephone number and [Insert] email address of the person making the request for money/relevant administrative contact person Date by which the money is sought (or [Insert] period of time over which the money is required) Amount sought, and where relevant, [Insert] frequency of the distributions sought (e.g. monthly, yearly) Which UCA Funds Management [Insert] portfolio the money is to be withdrawn from (e.g. Cash Portfolio, Growth Portfolio, Equities Portfolio) Explanation of the purpose for which [Insert] the money is sought Payment method for the money sought [Insert payment details, e.g. account name, (e.g. EFT, cheque) BSB number, account number, or who the cheque should be made out to] Signature: [Insert] [Insert] Name and [Insert] [Insert] Date: [Insert] [Insert] Synod Trusts Officer (or Synod lawyer) to complete Will/Trust Deed (‘the trust [Insert] instrument’) Date of the trust instrument [Insert]
REQUEST FOR DISTRIBUTION FROM THE ‘[TRUST NAME]’ Please complete, date and sign the form and return it to Requesting body to complete Name, position, telephone number and email address of the person making the request for money/relevant administrative contact person [Insert] Date by which the money is sought (or period of time over which the money is required) [Insert] Amount sought, and where relevant, frequency of the distributions sought (e.g. monthly, yearly) [Insert] Which UCA Funds Management portfolio the money is to be withdrawn from (e.g. Cash Portfolio, Growth Portfolio, Equities Portfolio) [Insert] Explanation of the purpose for which the money is sought [Insert] Payment method for the money sought (e.g. EFT, cheque) [Insert payment details, e.g. account name, BSB number, account number, or who the cheque should be made out to] Signature: Name and Date: [Insert] [Insert] [Insert] [Insert] [Insert] [Insert] Synod Trusts Officer (or Synod lawyer) to complete Will/Trust Deed (‘the trust instrument’) [Insert] Date of the trust instrument [Insert]