Get Caf Company Account Application Form - Charities Aid Foundation - Cafonline

Completing the CAF Company Account Application Form is an essential step for organizations looking to manage their charitable investments effectively. This guide will provide you with clear instructions on how to fill out the form accurately and efficiently.

Follow the steps to successfully complete the CAF Company Account Application Form.

1. Click ‘Get Form’ button to access the CAF Company Account Application Form and open it for editing.
2. Begin by entering your organization’s details in Section 1. This includes the registered address and main business address. Ensure that these match with your official registration with Companies House.
3. In the same section, provide your organization’s website and designate a main contact person who will handle communications regarding the CAF Company Account.
4. Proceed to Section 2 where you will specify how you intend to use the CAF Company Account. Indicate the type of account needed, your anticipated level of deposits, and if you plan to make payments to charities.
5. In Section 3, fill in the details of your key contacts, including those who will receive statements and voucherbooks. Make sure to specify preferences for statement frequencies.
6. Section 4 requires you to list users authorized to access the account. Assign the correct levels of access for each user based on their roles.
7. In Section 5, certify the application form by having it signed by an authorized individual, such as a director or trustee. Ensure that the signer is properly authorized based on your organization’s structure.
8. After completing all sections, review the form for accuracy, save the changes, and print a copy for your records.
9. Submit the completed form to CAF via the designated address, which is provided in the application instructions.

Complete your CAF Company Account Application Form online today and start making a difference.