Trust Withdrawal Request

Many trusts have specific conditions that limit the amount that can be withdrawn from the trust and/or the purpose to which the trust funds can be applied. As Trustee, the Diocese is obliged by law to ensure that these conditions are complied with. As a consequence, please do not assume that the full value of the Trust is automatically available for any purpose. If you have any questions about which Trust funds are available the Registry Staff will be happy to assist you.

Withdrawal requests of a higher value (over $5,000) or requesting a withdrawal of the corpus of the trust must be approved by the Executive. The Executive normally only meets monthly, so additional time for this approval may be required.

If the Trust Withdrawal Request is to fund a Property Project, please submit a Property Project Proposal first, by clicking here.

Request Details

Parish Name

Contact Email Address for this request

Trust Number

Trust Name

Withdrawal Amount $

Capital or

Income

Is this request to fund a Property Project Proposal already submitted?

YesNo

Funds needed for *3-4 words only. ie. termite treatment, guttering on hall, stump removal

Further description of reason for withdrawal

Total Withdrawal Amount $

Relevant Documentation

Upload any relevant documentation (multiple files can be uploaded here)

Browse

Payment Details

What Parish account should the funds be transferred into if the request is approved?

Account Name

BSB Number

Account Number

Authorisation

By signing below you are confirming that the Incumbent, Wardens and Parish Council have been informed of and have approved this Trust Withdrawal Request either at a meeting or via circular email.

Withdrawal Authorised by Parish Council on

Signed

Draw signature|Type signatureClear

Full Name

Position