Fillable Amendment form NAB Connect (Australian National University)

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Amendment form NAB Connect (Australian National University)

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NAB Connect
Amendment form
NAB Connect
Amendment form
Need help with this form?
Call 1300 888 413
Before you begin
Meanings of words and interpretation
Please ensure that you have read and agree with the
NAB Digital Business Channels Terms and Conditions
For information on Fees and Charges, please see the
NAB Connect Fees and Charges Schedule
Note: Unless indicated otherwise, any dened
terms in the NAB Digital Business Channels Terms
and Conditions have the same meaning in this
Amendment Form.
Products means accounts, cards and merchant facilities.
Access means access to view/prepare or to transact as specied in
an Application/Amendment Form or set up by a Security Ocer+
in NAB Connect. The Products or Services to which access relates is
also specied in those forms. Access includes the meaning in and is
governed by the NAB Digital Business Channel Terms and Conditions.
Services means any service (other than Your NAB Channel itself)
oered by Us or any third party that Wepermit You to access through
Your NAB Channel.
How to complete this form
Complete Sections A and G along with Sections
below as required:
• Section A – Customer Information
• Section B – Electronic Consent
• Section C – Add or upgrade to Security
Ocer+
• Section D – Specialised Services
• Section E – Security
• Section F – Add other Accounts and create
Related Entities
• Section G – Customer Declaration and
Execution
Complete and sign this form
Email a scanned version of the completed form
to nabconnect.onboarding@nab.com.au
(all pages of this form must be returned).
Use this form to request changes to Your NAB Connect facility
Your Security Ocer+ can add other services, Authorising Users and General Users
in NAB Connect under the Admin menu.
www.nab.com.au/nabc-content/nab-connect-help/forms---information
2
NAB Connect
Amendment Form
Email all pages of the signed amendment form to:
nabconnect.onboarding@nab.com.au
Need help with this form?
Call 1300 888 413
Please enter the name of the business that owns the NAB Connect facility (“You”, “Customer”), the contact details of the person we should
liaise with if further information is required to complete Your request and a NAB Connect User ID of one of Your NAB Connect Users.
NAB Connect Facility Owner
(Legal Name as it appears on NAB Connect) ABN
Business Contact Name NAB Connect User ID (On the NAB Connect facility specified above)
Email address Phone / Mobile
Section B Electronic Consent
Complete this section to provide or update Your consent for electronic notices for important information and/or statement notifications.
Ifnoselections are made, we will not amend the current settings.
By selecting Yes below, You elect to receive electronic notices for important information (including changes to terms and conditions) and/
or statement notifications from NAB via email or the NAB Channel. This will apply to all eligible* Products, Services and Specialised Services
registered to Your NAB Connect site.
This means You agree that, NAB is taken to have provided this important information to You by either:
1. sending an email with the important information to the email addresses You have provided for this purpose; or
2. notifying You that the important information is available for retrieval by You in the NAB Connect Channel.
I elect to receive information relating to NAB Connect electronically via the NAB Connect Channel or email.
Yes
No
I elect to receive statement notifications electronically via email for all eligible Products, Services and Specialised Services registered to my NAB
Connect site and I agree that NAB will cease to mail any paper statements for these eligible accounts.
Yes
No
*This does not include Products, Services and Specialised Services where only paper statements are available.
Email Addresses
You must provide at least one email address if you elected yes for either of the above.
Note: Email addresses provided will replace any existing email addresses held for electronic notices in relation to NAB Connect.
Email address Email address
Email address Email address
Please Keep in Mind
These email addresses should be checked regularly. Changes to these email addresses can be requested via a NAB Connect Amendment form
or a Security Officer+ can send us a Secure Message via the NAB Connect Channel.
Failure to update these email addresses may mean important information about NAB Connect and your Statement Notifications is missed.
If we are unable to send your statement notifications we will resume sending you paper statements.
Section A Customer Information
3
NAB Connect
Amendment Form
Email all pages of the signed amendment form to:
nabconnect.onboarding@nab.com.au
Need help with this form?
Call 1300 888 413
Section C Add or upgrade to Security Officer+
All users specified below will be a Security Officer+ on Your NAB Connect site. We will liaise with the business contact specified on this form if
further information is required.
Refer to www.nab.com.au/nabc-content/nab-connect-help/, What a Security Officer+ can do for more information.
Upgrade an Existing Authorising User to a Security Officer+
Please note: No changes will be made to contact details or Access when upgrading an existing Authorising User to a Security Officer+.
Your Security Officer+ can modify Access and change contact details via Self-Service in NAB Connect under Admin > Users & permissions
Full Legal Name (including middle name/s if applicable) Existing NAB Connect User ID
Add a New Security Officer+
Please note: Your Security Officer+ can add new Authorising and General Users via Self-Service in NAB Connect under Admin > Users
& permissions
A new Security Officer+ must have their identity checked by NAB before submitting this form. Your business banker will be
able to confirm if Your new Security Officer+ has been previously identified by NAB if You are unsure. If You are overseas and
need to have Your identity checked with NAB, contact Your business banker to organise.
Full Legal Name (including middle name/s if applicable)
Mobile Number Phone Number Work Email
For identification purposes, please provide the below:
Personal NAB Account/Card Number OR DOB and Residential Address
Select your Security Device
Please note: We will assign a Mobile Token*
unless you tick the box below.
Physical Token
To reassign an existing Physical Token please
provide the 10 digit serial number on the back
of your Physical Token
Serial Number
* Refer to our NAB Connect help page for iOS and
Android device requirements.
Products and Services Access
Please note: We will provide Access to all
existing Products and Services unless you tick
the box below.
Provide Access to the same Products and
Services as the Security Officer+ below
NAB Connect User ID (existing Security Officer+)
Provide other Access to (Select as required):
Set daily payment limits
Approve breaches of payment limits
Download NAB Connect Tax Invoice
NEED MORE?
Re-print this page for multiple
Security Ocer+
4
NAB Connect
Amendment Form
Email all pages of the signed amendment form to:
nabconnect.onboarding@nab.com.au
Need help with this form?
Call 1300 888 413
The below Specialised Services should only be selected with advice and consultation from your business banking representative.
Your Security Officer+ can add other standard services in NAB Connect via Admin > Amendments.
Select the Specialised Services required and provide any additional information.
Please note: We will make all selected Specialised Services available to all users unless you tick the box below.
Call my Business Contact to discuss the Access required
Specialised Services Add Additional Information
Account Information File¹
NAI file format
BAI2 file format
Direct Entry Returns¹
BPAY Reporting¹
Merchant Transaction Reporting¹
Term Deposit (TD) Summary Report Suitable for 5 or more Term Deposit accounts
Automated Reporting
Reports listed above may be sent
securely using SFTP (Secure File
Transfer Protocol) client software.
You will continue to receive
your reports via NAB Connect to
manuallydownload
•
You will need to obtain your own SFTP client software.
•
You are responsible for the security of your system, such as conguring your application to
prevent unauthorised use.
•
Please refer to your IT Support if you need assistance with providing the below information.
Public SSH Key (RSA type, 2048 min) must be provided as a le, along with this form.
Please tick the box to conrm the SSH key le has been provided
IP Address
(up to 4 individual or 4 ranges IP address allowed)
SFTP client software
Accounting Package
Technical Contact Details:
(may be contacted for configuration purposes only)
Name
Phone/Mobile
Email Address
Commercial Card Self Service (CCSS)³
NAB Invoice Finance³
Transaction Negotiation Authority
(TNA)¹
Your business banking representative will provide the required information if applying for this service.
International Payment Renance
2,3
Entity Name
Trade Finance Online (TFO)
2,3
All TFO users will be provided with
Access to all services available in TFO
including Import Letters of Credit,
Export Letters of Credit, Import
Collections, Export Collections,
Standby Letter of Credit, Shipping
Guarantee and Trade Finance.
Authorisation Rule for all trade transactions
One to authorise
Two to authorise
Please note: We will allow users to Access all TFO entities. Authorising users will be able to
authorise any transaction up to any amount unless you tick the box below.
Call my Business Contact to discuss the Access and authorisation levels required for TFO
NAB Use Only – Business banking representative must complete Customer Number and
Company name for all TFO entities
1 Account Information File, Direct Entry Returns Reporting, BPAY Reporting, Merchant Transaction Reporting and Transaction Negotiation Authority (TNA) all form
part of the Financial File Transfer service. If you don’t already have this service registered on your NAB Connect site, we will register it to allow you to use the
above-mentioned sub services if selected.
2 Requires an approved Trade Finance facility. Selecting this option will allow the use of Your Trade Finance Facility(ies) as a funding source for NAB Connect
International Payments. You will also be provided with access to NAB Trade Finance Online via NAB Connect to view Your International Payment Refinance
reporting.
3 The facilities for these specialised services need to be signed separately before those services can be added to NAB Connect. Eligibility and credit approval criteria
apply.
Section D Specialised Services
5
NAB Connect
Amendment Form
Email all pages of the signed amendment form to:
nabconnect.onboarding@nab.com.au
Need help with this form?
Call 1300 888 413
Section E Security
Complete this section if You wish to change Your existing Security and Authorisation settings. If no selections are made, we will not amend
the current settings.
NAB takes Your online security very seriously, and this is why we have built a number of security features into NAB Connect including
Segregation of Duties, Dual Admin and the ability to nominate authorisation rules that require multiple authorisations prior to processing. We
strongly recommend that You turn Segregation of Duties and Dual Admin on and have a Payment Authorisation Rule that requires more than
one person to authorise payments.
Establishing Your NAB Connect facility with only a single authoriser, exposes You to a higher level of internal and external fraud risk
than activating one of the security measures mentioned above.
Segregation of duties – ensures a user who creates a payment cannot then authorise that same payment.
ON
OFF
Dual Admin for Online Amendments – ensures that any two Security Officers+ are required to make online amendments.
ON
OFF
Payment Authorisation Rules for all payments made on your NAB Connect site
One to Authorise
Two to Authorise
Call my business contact to discuss the Payment Authorisation Rules we require
Note: Selecting Two to Authorise ensures that two Authorising Users will be required to authorise a payment before it is sent for processing.
6
NAB Connect
Amendment Form
Email all pages of the signed amendment form to:
nabconnect.onboarding@nab.com.au
Need help with this form?
Call 1300 888 413
Use this section if you wish to link other Products in a different name to the business name listed in Section A (Customer).
The owner of the Products identified below (Account Owner) must review and sign this section of the form. The Customer will have
all of the same Access as the Account Owner.
In this section you can nominate:
• A particular Product to add to the NAB Connect Customer profile listed in Section A (complete ‘Add account’ section/s); or
• All existing and future Products to add to the NAB Connect Customer profile listed in Section A (select ‘Relate this Entity’).
The Account Owner authorises NAB to give the Customer Access to the Products through the Customer’s NAB Connect profile. Each Account Owner
authorises NAB to act on instructions from the Customer (and their Security Officer+) in relation to the Account Owner’s Products, including any
instructions in relation to:
(a) the selection of users authorised to view and transact on the Products through NAB Connect;
(b) Payment Authorisation Rules including the number of users required to make a payment;
(c) the Services that can be used in connection with the Products through NAB Connect; and
(d) making payments from the accounts; cancelling payment instructions; debiting the accounts with the value of any payments made (this
includes making payments and causing debits which overdraw the account, whether or not there is a pre-arranged overdraft facility) and
any incurred fees, charges and interest (including for overdrawing or for currency conversion and whether charged by NAB or another bank
involved in the payment).
Security Officers+ of the Customer are able to add or remove Access to all first-party Products owned by the Customer and all Products made
available by the Account Owner – see Section C for more details about what a Security Officer+ can do in NAB Connect.
Notwithstanding we recommend that the Customer enables Segregation of Duties, Dual Admin and Payment Authorisation Rules that require
multiple authorisations prior to processing payments, the Customer may not have applied these rules – see Section E to learn more about relevant
security features.
Access and use of each account through NAB Connect is subject to the NAB Digital Business Channels Terms and Conditions. The Customer
determines the account to be debited for all NAB Connect fees and charges, which could be a linked account. The Account Owner acknowledges they
have been provided with the opportunity to view and retain (e.g. by printing and saving it), and each signatory has read and understood:
• the NAB Digital Business Channels Terms and Conditions
(http://www.nab.com.au/business/forms-and-documents/nab-connect-terms-conditions); and
• the Fees and Charges Schedule (http://www.nab.com.au/business/interest-rates-fees-and-charges) and any other Schedules.
Online Statements If the Customer has elected to receive their statements online, all statements for any linked Products will also be made available
online (via NAB Connect) for the Customer to view. The Account Owner acknowledges that they have an online channel in order for them to view
their statement. NAB will not mail the Account Owner out an additional paper statement. If the Account Owner wants to receive paper statements for
a particular Product, please do not link that Product to the Customers NAB Connect facility.
The Account Owner can request the removal of any Product/s from the Customer’s NAB Connect online banking facility at any time by:
(a) emailing a letter signed by the Account Owner seeking removal of the account/entity to nabconnect.onboarding@nab.com.au; or
(b) speaking with the Account Owner’s business banking representative who will email nabconnect.onboarding@nab.com.au
Note: If the Account Owner is a company, Section F must be signed in accordance with Section 127(1) of the Corporations Act 2001 by either two
directors or a director and secretary unless You are a company with a sole director who is also the sole secretary in which case it must be signed
by that sole director. If the Account Owner is a different type of organisation (such as a partnership or association), this form must be signed in
accordance with Your governing documents.
This form must be dated. Forms dated more than 3 months in the past may not be accepted.
Section F Add other Accounts
7
NAB Connect
Amendment Form
Email all pages of the signed amendment form to:
nabconnect.onboarding@nab.com.au
Need help with this form?
Call 1300 888 413
Section F Add other Accounts (continued)
Please note: We will assign all newly added accounts to all users and all eligible Services unless you tick the box below.
Call my Business Contact to discuss the Access required.
Add Account – Please note: We will add the single account specified unless you tick the box below.
Relate this Entity (All existing and future Products in the Related Entity’s name will be automatically linked without notification)
BSB Number Account Number or Card Number Account Legal Name
Name Title (e.g. Director, Secretary) Name Title (Director, Secretary)
Signature Date Signature Date
✕✕
/ /
✕✕
/ /
Add Account – Please note: We will add the single account specified unless you tick the box below.
Relate this Entity (All existing and future Products in the Related Entity’s name will be automatically linked without notification)
BSB Number Account Number or Card Number Account Legal Name
Name Title (Director, Secretary) Name Title (Director, Secretary)
Signature Date Signature Date
✕✕
/ /
✕✕
/ /
Add Account – Please note: We will add the single account specified unless you tick the box below.
Relate this Entity (All existing and future Products in the Related Entity’s name will be automatically linked without notification)
BSB Number Account Number or Card Number Account Legal Name
Name Title (Director, Secretary) Name Title (Director, Secretary)
Signature Date Signature Date
✕✕
/ /
✕✕
/ /
Add Account – Please note: We will add the single account specified unless you tick the box below.
Relate this Entity (All existing and future Products in the Related Entity’s name will be automatically linked without notification)
BSB number Account Number or Card Number Account Legal Name
Name Title (Director, Secretary) Name Title (Director, Secretary)
Signature Date Signature Date
✕✕
/ /
✕✕
/ /
Feel free to re-print this page for multiple accounts to ensure they all get added
NEED MORE?
8
NAB Connect
Amendment Form
Please email all pages of the signed amendment form to
WHAT NEXT?
nabconnect.onboarding@nab.com.au
Section G Customer Declaration and Execution
A. The Customer instructs NAB to update the Customer’s NAB Connect service as set out in this NAB Connect Amendment Form and,
where applicable, as instructed by the contact person named in Section A as our Nominated Authority to complete this request.
B. The Customer acknowledges that any use of the NAB Connect Channel and the Services to Access or attempt to Access Products is also
subject to the terms and conditions which apply to those accounts. See the paramountcy provisions in the NAB Connect Material and
the NAB Invoice Finance Facility Agreement, if applicable, for the order of precedence when interpreting those terms and conditions.
C. Any information you provide is collected in accordance with NAB’s Privacy Policy
– See here www.nab.com.au/common/privacy-policy/privacy-notification for full details.
D. The Customer declares that where personal information about an individual (such as a User or contact person) has been or will be provided
to NAB (including in this consent form or in connection with the Customer’s ongoing use of NAB Connect), whether connected with the
Customer or a Related Entity, Customer has made or will make each such individual aware:
• that NAB has collected their information to manage and administer NAB Connect,
• that their personal information may be disclosed to other organisations involved in the management or administration of NAB Connect,
including some organisations outside of Australia,
• that they can refer to NAB’s Privacy Notification at www.nab.com.au/privacynotification and Privacy Policy at www.nab.com.au/privacy
for more information about NAB’s personal information handling practices, including how they can Access or correct their information or
lodge a complaint.
Copies of these privacy documents may also be requested by contacting NAB on 13 22 65.
E. The Customer authorises NAB to assume that any person who uses an Authorisation Method issued to a User to use NAB Connect is properly
authorised to so use NAB Connect on behalf of the Customer.
F. The Customer acknowledges that it has taken care to read the various warnings, instructions and provisos contained in the application form
including but not limited to:
a) Warnings connected with the advisability of enabling security measures.
b) The reservation of rights on NAB’s part to add users or Products or Services to all of any category of Access when necessary and
potentially less inclusive selections have not been made by the Customer (ie that part of the form has not been completed) – see
Sections C, D and F.
G. Each signatory for the Customer below acknowledges and declares that they have the necessary authority to bind the Customer named
in Section A in respect of which they execute this NAB Connect Amendment Form. The only Customer enabled under this NAB Connect
Amendment Form to use NAB Connect is the Customer named in Section A of this NAB Connect Amendment Form.
H. By signing this form, I/We acknowledge that I/We have read and understood the NAB Digital Business Channels Terms and Conditions
(http://www.nab.com.au/business/forms-and-documents/nab-connect-terms-conditions).
Customer Declaration and Execution Signatories for the Customer
Note: If You are a company, this form must be signed in accordance with Section 127(1) of the Corporations Act 2001 by either two directors
or a director and secretary unless You are a company with a sole director who is also the sole secretary in which case it must be signed by that
sole director. If You are a different type of organisation (such as a partnership or association), this form must be signed in accordance with Your
governing documents.
This form must be dated. Forms dated more than 3 months in the past may not be accepted.
Name Title (Director, Secretary)
Signature Date
✕✕
/ /
Name Title (Director, Secretary)
Signature Date
✕✕
/ /
NAB Use Only – Business banking representative to complete.
I confirm the above signatories and any appearing in Section F match the authority for the entity/s.
Name Employee Number Date
/ /
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Amendment form NAB Connect (Australian National University)

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Completed 22 November 2021

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