Fill - Free fillable Administrator form Online Banking. (Australian National University) PDF form

Administrator form – Online Banking.

Complete this form each time you want to nominate a User to become an Administrator or where you want to remove

Administrator access from a User for your Personal or Business Network.

Section 1 – Network Owner.

Please provide the full name of the Organisation or the individual name under which the Network has been established.

Full Name of the Network Owner (e.g. John Smith Pty Ltd or Susie Jones)

8 digit customer number of Network

Section 2 – User details.

Please provide details of the User you want to grant access or remove access to User administration.

All ﬁelds are mandatory.

User name (ﬁrst name, surname)

User 8 digit customer number User email address

Do you want to add or remove Administrator access from this User?

Add

(proceed to section 3 for Business Network or section 4 ifPersonalNetwork)

Remove

(once the administrator access has been removed you can remove

the User if required via User administration. Proceed to section 4)

The User must be identiﬁed by Westpac to Westpac’s customer identiﬁcation standard. If the User has not been

identiﬁed they must attend a Westpac branch before submitting this form.

Section 3 – Security device (Business Networks only).

Note: An Administrator will require a Security device to access User administration. Please select an option below.

SMS Code using mobile number:

(Must be an Australian or New Zealand number

used by the User)

This User is already registered for a Security device (Westpac Protect

SMS Code or a SecurID Token)

Section 4 – Authorisation and Acknowledgement.

uu It is mandatory for the Executive Ocer(s)/Oce holder(s) Network Owner of the Network to complete this section.

Adding an Administrator Authorisation.

I/We authorise the User nominated in Section 2 to be an Administrator on behalf of the Network Owner in respect of all

User(s) and all accounts accessible through Online Banking. I/We authorise the Administrator to manage the Network

and complete administrator tasks as described in the Online Banking Terms and Conditions.

I/We undertake to advise Westpac as soon as practicable should the nomination of Administrator be revoked or the

individual cease to be an employee of the business.

Adding an Administrator to a Business Network – additional authorisation.

Where the network detailed in section 1 is a Business Network, I/We also agree that:

• Westpac may accept instructions through Online Banking from any Administrator(s) in the Network to open everyday,

savings or Term Deposit accounts for and on behalf of the Network Owner; and

• the Administrators are authorised to grant any user (having the same meaning as in the Online Banking Terms and

Conditions) (User), as appointed from time to time, the ability to issue instructions through Online Banking to open

everyday, savings or Term Deposit accounts for and on behalf of the Network Owner.

CLEAR FORM

Administrator form – Online Banking.

Section 4 – Authorisation and Acknowledgement (continued).

I/We acknowledge and agree that:

• any Administrator, or any User who has been granted the ability to issue instructions in accordance with this authority,

may receive disclosures relating to the account, and can accept the terms and conditions of the account, including

interest rates and fees and charges, for and on behalf of the Network Owner. Such disclosures and terms and conditions

may be communicated to an Administrator or User electronically, including through Online Banking;

• any instruction given or acceptance provided by an Administrator or a User in accordance with this authority does not

need to be veriﬁed by Westpac, and is issued with the full authority of the Network Owner and will bind the Network

Owner as if they had issued the instruction themselves;

• any account opened in accordance with this authority will be automatically added to the Business Network with

adefault of any one to operate. Withdrawals on an account will not be able to be eected through a Branch or other

physical channel until such time as the Network Owner establishes an Account Operating Authority with Westpac for

the speciﬁc account;

• this authority is in addition to any other authority that the Network Owner has provided to Westpac to open or operate

accounts and that it does not alter or replace any such authority;

• this authority will continue in full force and eect until Westpac receives a written notice from the Network Owner of

removal of the Administrators, and any Users granted the ability to open accounts pursuant to this authority, from the

Business Network.

• acknowledges and agrees that Westpac reserves the right to cancel this authority at any time and for any reason

without notice.

• any account opened in accordance with this authority will be opened in the name of the Network Owner and in no

other capacity, notwithstanding any existing relationship the Network Owner may have with Westpac.

I/We indemnify Westpac against any claims, losses, damages or costs suered or incurred by Westpac as a result of

Westpac acting in accordance with this Authority, including but not limited to any claims for breaches of privacy or

conﬁdentiality, or fraud caused, or contributed to, by an Administrator or User. This indemnity survives cancellation

ofthisauthority.

I/We represent and warrant all things necessary, including obtaining any approvals or corporate authorisations, to enter

into this authority and the transactions it contemplates have been done.

Removing an Administrator.

Where I/we have requested in Section 2 to remove Administrator access, I/we request the Administrator access to be

removed from the User listed in Section 2.

I/We acknowledge the individual will continue to be a User on the Network, and the Administrator(s) for the Network

canmanage the User’s access to the accounts through User administrationand that the Security device will not be

cancelled by revoking Administrator access and the User can continue to use their Security device for the accounts

theUser is permitted to access.

Signed for and on behalf of the Network Owner.

Executive Ocer/Oce holder/Network Owner #1 Executive Ocer/Oce holder/Network Owner #2

Full Name Full Name

Position Position

Signature Date Signature Date

✗

/ /

✗

/ /

Administrator form – Online Banking.

Section 5 – Westpac Use Only.

Veriﬁed and Approved By (Westpac Approving Ocer).

Name

Verifying Branch

Stamp Required

Position

Salary No. BSB Fax No.

()

Signature Date

✗

/ /

Westpac Employee Checklist (Branch) All of the following must be completed.

I have veriﬁed all the required signatures in Section 4 against the Account Opening form(s).

I have completed all of the ﬁelds in the ‘Veriﬁed and Approved By’ section above.

I have placed the branch stamp in the ‘Veriﬁed and Approved By’ section above.

Westpac Use Only

Once the ‘Westpac Use Only’ section has been completed and all signatures have

beenveriﬁed, please fax this form to the Access Authorities Team on 1300 655 471.

Important Note This document is a permanent customer record and must be retained for the period stated in the Records

Management policy.

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