Get Macquarie Cash Solutions Third Party Authority

Filling out the Macquarie Cash Solutions Third Party Authority online is an essential process for allowing others to manage your account on your behalf. This guide will walk you through each section of the form, ensuring you complete it accurately and efficiently.

Follow the steps to complete the form online:

1. Click ‘Get Form’ button to access the document and open it for editing.
2. Provide your Macquarie account details, including the account number and account name. This is essential for identifying which account the authority will pertain to.
3. Follow section 2 to appoint an Individual. Select the level of authority for the Individual you wish to authorize (e.g., Authorised Signatory or Enquiry Authority) and complete their basic details.
4. Fill in the first Individual's details, including their full name, date of birth, residential address, occupation, phone number, and email address. Ensure to provide a valid residential address and avoid using a P.O. box.
5. If appointing a second Individual, repeat step 3 and step 4 by selecting the authority level and filling out their personal information.
6. To appoint a Financial Services Professional, fill in their full name and company name, and select the appropriate level of authority. Provide the necessary details just as you did for the Individuals.
7. For appointing a company, enter the company's name and any relevant codes. Select the level of authority and clarify if you wish to cancel existing authorities if needed.
8. In section 6, all account holders must provide their signatures, ensuring that original signatures are used as digital signatures will not be accepted.
9. Review all entered information for accuracy before saving changes. You will have the option to download, print, or share the completed form.

Complete your Macquarie Cash Solutions Third Party Authority online today.