All Forms Library List - Anglican Community

All forms and PDF's in this section apply to Anglican Associated Entities (If you're an Anglican Entity this is a full list of forms that may apply).

Anglican Identification Forms

ID - Individual

ID - Anglican Parish

ID - Anglican Other

Customer Information Statements

Endowment Fund

Enhanced Income Fund

Term Investments

Monthly Income

Parish Planned Giving

Parish Forms

Parish Planned Giving Application - Parish

Insurance Loan Request - Parish

Merchant NAB Application Form - Parish

Community Fund Forms, Terms & Conditions

Online Access Terms & Conditions

Target Market Determinations for Community Fund

Australia Post Cheque Cashing Facility - Authority Form

AFM has an agreement in place that will allow Parishes to cash cheques at any Australia Post office that provides [Bank@Post](https://auspost.com.au/money-insurance/banking-and-payments/bank-at-post) facilities.

This service assists Parishes and Anglican entities who require cash for petty cash or fundraising days. Simply take your cheque to an Australia Post office who will cash a cheque up to the approved limit nominated by authorised signing authorities.

Please fill in the Australia Post Cheque Cashing Authority to AFM once complete.

Community Fund - Parish Planning Giving

Reduce the security requirements and logistics of handling cash and implement an electronic planned giving service. It provides parishioners with the ease of set and forget facility. Also provides parish treasurers more certainty with the preparation of budgets to sustain the financial requirements of the parish.

Help your church or organisation grow through AFM Planned Giving, a low cost way to collect offerings automatically by direct debit and credit card, which is fully administered by the friendly staff at AFM.

Benefits to your Anglican Parish

Increased giving through convenience for parishioners. Funds are available in your Monthly Income or Cheque account immediately when they are received. Provides your church with a regular, predictable cashflow. Allows for regular contributions even if church members can’t regularly attend worship. Giving can coincide with donor’s income – fortnightly, monthly, quarterly, half-yearly, or annually. Less administration for treasurers. Safety for those handling cash.

Benefits for your Parishioners

- No need to remember to bring cash.

- Use either a bank account or credit card.

- Know their giving continues even if you can’t regularly attend worship.

- Allows them to support the multiple parishes you have a relationship with.

- Giving can coincide with your income – fortnightly, monthly, quarterly, half-yearly, or annually.

- Peace of mind in the regular funding for their church.

How to get started

The plan is fully administered by the friendly staff at AFM, and we can tailor our service to suit the needs of your church and its processes. To establish a planned giving program at your parish:

- Decide which giving program you would like supported through Parish Planned Giving

- Decide if your parish requires a custom designed brochure

- Decide if your parishioners will require Planned Giving Supporter slips to place in the offertory

- Complete the attached form and send to AFM via post or email

Once your facility is set up, the staff at AFM will then contact you to arrange for the brochures to be delivered, and you can then launch the program with your parishioners. Parishioners then fill out application forms and can either post them directly to us, or your parish treasurer may like to collect them for internal purposes and then forward them in bulk to AFM.

As completed application forms are received from your parishioners or treasurer:

- AFM staff will immediately enter the details into our systems

- Send a letter of confirmation (along with the booklet of Supporter slips if your parish has decided to use them) to the parishioner

It is that easy.

The Community Fund offers a simple and convenient loan to assist the smoothing on cash flow of the annual upfront insurance premium.

AFM's Parish Insurance Loans are designed to assist Parishes to manage the yearly insurance invoice, AFM offers a short-term loan at favourable interest rates.

Parish Assessment Direct Debit

Reduce the workload for Parish treasurers and start an automated direct debit to pay Synodal invoices.

A copy of the invoice is still sent to the Parish for record keeping and budgeting. The automated direct debit process can be for any invoices such as monthly payments for assessment, payroll or accounting services.

Simply complete the PDF form and send to it to AFM.

Xero Direct feeds

AFM and Xero have an agreement where AFM sends direct feeds populated with transactions from your AFM account directly into your Xero organisation on a regular basis.

AFM only provides one direct feed per bank account, so the feed can only be connected to one bank account in Xero.

Once your direct feed is connected, statement lines will appear in your general ledger bank account in Xero ready for you to reconcile.

please see below on how to set up Xero Bank Feeds.

[Bank feeds – Xero Central](https://central.xero.com/s/article/Bank-feeds)

Community Fund - Merchant Facility (Anglican)

Merchant services refer to the payment terminal and/or software used by the business to accept credit card and EFTPOS or debit card payments. The system then settles the payments into the account at the financial institution that issued the payment terminal or software; this typically happens on the same day (same day settlement) or overnight. AFM has an arrangement with Merchant facility via NAB.

AFM provides several options for parish clients depending on the functions required of the terminal.

Funds can be settled direct to your AFM account overnight. If you have Xero accounting, direct feeds with your AFM account, your general ledger system will receive a feed with the transactions. This whole process can provide an automated solution for the handling and recording of transactions.

To discuss merchant facilities to accept credit funds via a credit or debit card please contact our Investor Relations Team.