TERTIARY EDUCATION GRANT APPLICATION INFORMATION Tertiary Education Grants are only available within New Zealand. Charitable Company Limited (CCL) provides a range of Education Grants across the full education spectrum, from pre-school to tertiary education. This document applies to Tertiary Grants ONLY. All Tertiary Grants are available to those persons listed as owners of the Trust land as recorded in the register maintained by the Trust, being the Beneficial Owners, and their descendants (please note that spouses/partners are not eligible to apply for education grants). Tertiary Grants are available for either part-time or full-time study. 1. Tertiary Grants i. Full-time Study ($1,000 per annum) a. Applications are due by 31 March in the year to which the grant relates (late applications will not be considered). b. Successful applicants receive $600.00 upon proof of enrolment from the tertiary education provider. c. The remaining $400.00 will be paid upon receipt by CCL of students official academic transcript showing d. In the case of enrolment in tertiary courses that charge no fees, the costs associated with the course of study, i.e. computer, text books, etc. may be applied for and will be considered by the Directors. Quotes must be provided to CCL with the application. Successful applicants will receive the grant payments as per (b) and (c) above. ii. Part-time Study ($500 per annum) a. Applications may be made at any time, provided that the application is received by CCL prior to the commencement of the part-time study. b. Successful applicants receive $300.00 upon proof of enrolment from the tertiary education provider. c. The remaining $200.00 will be paid upon receipt by CCL of students official academic transcript showing d. In the case of enrolment in tertiary courses that charge no fees, the costs associated with the course of study, i.e. computer, text books, etc. may be applied for and will be considered by the Directors. Quotes must be provided to CCL with the application. Successful applicants will receive the grant as per (b) and (c) above. Tertiary Grants do not roll-over from one year to the next and must be applied for annually/per course. The Directors of CCL have full and final discretion to determine the recipients of any Tertiary Grants. /ccl/education/ 1 17 July 2015 Version
Completed applications can be sent to: Charitable Company Limited PO Box 490 Taupō 3351 Or faxed to: 07 376 7539 or Or emailed to: info@tauharano2.co.nz Tertiary Grants by category, value, number and total cap per annum. CATEGORY OF GRANT VALUE OF EACH GRANT NUMBER OF GRANTS PER ANNUM TOTAL CAP PER ANNUM Tertiary Grants Full-time NZ$1,000 NZ $600 upon proof of payment of fees from the tertiary education provider. NZ $400 upon receipt by CCL of students official academic transcript showing Unlimited No cap In the case of enrolment in tertiary courses that charge no fees, the costs associated with the course of study, i.e. computer, text books etc. may be applied for and will be considered by the Directors. Quotes must be provided to CCL with the application. Tertiary Grants Part-time NZ$500.00 NZ $300 upon proof of payment of fees from the tertiary education provider. NZ $200 upon receipt by CCL of students official academic transcript showing Unlimited No cap In the case of enrolment in tertiary courses that charge no fees, the costs associated with the course of study, i.e. computer, text books, etc. may be applied for and will be considered by the Directors. Quotes must be provided to CCL with the application. /ccl/education/ 2 17 July 2015 Version
TERTIARY GRANT APPLICATION FORM Panels where * is displayed MUST be completed *Student applicant details (Parent/Guardian must complete for applicants who are under 18 years of age) First Name: Surname: Gender: M / F Date of Birth: / / Age: Profile Number: Are you (the applicant) a Shareholder? YES/NO If yes, please provide your Shareholder Number: Residential Address: Post Code: Mailing Address if different to above: Post Code: Email: Daytime phone number: ( ) Alternative daytime phone number: ( ) Facsimile number: ( ) If you are completing this form on behalf of an under-18 year old please complete the following: Your name: Your relationship to the applicant: Your daytime contact phone number: *Shareholder / Descendant Validation (If applicable) Name of Shareholder the applicant is linked to: Shareholder Number: /ccl/education/ 3 17 July 2015 Version
*Whakapapa that links applicant back to Tauhara North No.2 Trust (if applicable) Is the Shareholder your (the applicants) parent? YES/NO If yes, please continue to the next section. If no, please complete the whakapapa below to show how you, the applicant, are connected to the Shareholder. Beneficial Owner (applicant) name: Name of Parent with linkages to shareholder: Name of Grandparent with linkages to shareholder: Name of Great - Grandparent with linkages to shareholder: Name of Great-Great Grandparent with linkages to shareholder: Continue this process through the generations until the linkage to the shareholder is established. Please contact the Trust office on 2 (press 1) if you want to know which generations we have birth certificates for. If you are not registered with Tauhara North No.2 Trust, please contact the Taupō office or the TN2T website for a New Beneficial Owner Application form http://tauharano2.co.nz/the-trust/registry/ * Please tick Education Grant being applied for: Full-time Tertiary Grant: $1,000 Part-time Tertiary Grant: $500 Tertiary Qualification Informatin Full Qualification name: Year of Study: 1 st 2 nd 3 rd 4 th 5 th (Please circle one) Type of Study: Full-time Part time (Please circle one) Name of Tertiary Institution: Institution Contact Person: /ccl/education/ 4 17 July 2015 Version
Institution Contact Details: Address Post Code: Course start date: Course finish date: Institute Stamp/Seal Is there a course fee for the qualification? If yes, how much are fees? Yes/No NZ$ If no, please outline the course-related costs you are applying to have covered. Please also itemise or provide a description of these items e.g. stationery, computer equipment, course materials (please attach quotes): Inland Revenue Department number IRD No.: Please provide verification of your IRD number, i.e. a letter from the IRD, or a copy of your IRD-issued card. *Payment details for applicant Amount Payable to: NZ Bank Name: Branch Name: Account Name: Account Number: *Please provide either a bank verified account number, deposit slip, or internet banking print out. /ccl/education/ 5 17 July 2015 Version
*Declaration: (Parent/Guardian must complete for applicants who are under 18 years of age) I hereby certify that the information in this application is true and correct to the best of my knowledge and belief. I further agree to attend an Annual General Meeting of the Trust, if called on to do so, to report progress on my studies, work or research. Grant applicants full name (please print): Signature: Date: (Parent/Guardian if applicant is under 18 years of age) APPLICANTS CHECKLIST INFORMATION PROVIDED Student Details IRD Number verification Shareholder details Whakapapa complete Education Grant applying for selected Education Provider details Course details Bank details (verified or deposit slip) Signed Declaration YES (tick if provided) /ccl/education/ 6 17 July 2015 Version