CAF Charity Account supporting documents

Fee changes May 2026

Find out more about our fee changes from 1 May 2026.

CAF Charity Account Application form

Use the application form to set up a CAF Charity Account or set it up online using the button below.

• Download the CAF Charity Account Application Form (pdf)

Terms and Conditions

Terms and Conditions for the CAF Charity Account as at 1 September 2023.

• Download the CAF Charity Account Terms and Conditions (pdf)

Fee Schedule

Below is our Fee Schedule as at 1 May 2025.

• Download the CAF Charity Account Fee Schedule (pdf)

Below is our Fee Schedule effective from 1 May 2026.

• Download the CAF Charity Account Fee Schedule (pdf)

Gift Aid Declaration Form

Use this form to ensure your CAF Charity Account receives the Gift Aid available to UK taxpayers.

• Download the Gift Aid Declaration Form (pdf)

Direct Debit Mandate

Complete the form below to set up regular payments into your CAF Charity Account. The completed form should be emailed to enquiries@cafonline.org.

• Download the Direct Debit Mandate (pdf)

Letter of Wishes

Use this form to let us know how you would like the remaining funds in your CAF Charity Account to be distributed upon your death.

• Download the Letter of Wishes (pdf)

Successor Nomination Form

Use this form to nominate a successor and tell us which charities you'd like to send any remaining funds to when you pass away.

• Download the Successor Nomination Form (pdf)
  

Additional Signatory Form

Use this form to add an Additional Signatory who can request distributions from your CAF Charity Account and update details for an existing Additional Signatory.

• Download the Additional Signatory Form (pdf)

Signature Card

For security purposes, we request a copy of your signature so we can verify Charity Vouchers and any other instructions we may receive from you in future.

• Download and sign the Signature Card (pdf)