Funeral Investment
The Uniting Financial Services Funeral Investment is designed so that your funeral does not become a financial burden on your family. It lets you save money towards the cost of your funeral, while accumulating interest at a good rate of return.
On notification of your death, the full amount of your Funeral Investment is paid towards your funeral expenses. Any residue is paid to your estate. The Uniting Church benefits from every balance held in a Uniting Financial Services Investment.
Key Features
- Good interest rate;
- Maximum total contribution of $10,500 (effective 1/1/09);
- No minimum balance
- Funds can only be withdrawn to pay the Investment holder's funeral costs;
- Interest calculated daily and paid June and December;
- Exempt from Social Security Income and Assets Tests (subject to specific conditions)
- No transaction or maintenance fees:
- Investments can only be opened by individuals (no joint investments allowed)
Click here for our current Interest Rate Schedule
APPLY NOW
Please read and understand documents listed 1 to 3 below and then complete either:
AND, if applicable
Before completing an application, please read:
1 - Product Disclosure Statement which includes Interest Rate Schedule and Fee Schedule
2 - Product Information Brochure which includes Interest Rate Schedule and Fee Schedule
3 - Financial Services Guide
Other important information
Change of details – Form 3Change of address / name
Application for Uniting Online/Uniting by Phone – Form 11
To apply for or to change online access to your investments or loans or to change your daily transfer limit
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