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Get Direct Debit Request Form - Westpac Online Investing
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How to fill out the Direct Debit Request Form - Westpac Online Investing online
Filling out the Direct Debit Request Form is an important step for users wishing to change their payment methods or nominated bank accounts with Westpac Online Investing. This guide will provide you with clear, step-by-step instructions to ensure a smooth completion of the form for your investment needs.
Follow the steps to complete the Direct Debit Request Form.
- Click ‘Get Form’ button to access the Direct Debit Request Form and open it in your chosen editor.
- Begin by entering your Westpac Securities account number at the top of the form to ensure it is linked to the correct account.
- In section A, select your preferred method of payment when buying shares by checking the appropriate box. Remember, your current instructions can only be modified when there are no open orders or unsettled trades.
- Fill in your personal details, including your surname, given name(s) or company name, and your residential address. Ensure accuracy as this information will be used for verification purposes.
- Provide the name and branch of your financial institution where your nominated bank account is held, along with the bank account number and BSB.
- In section B, you will enter details regarding the bank account that you wish to use for debits. It's crucial that the name on the bank account matches the person or entity as per the brokerage registration.
- Attach a recent bank statement for the nominated account to verify your details.
- Read and acknowledge the terms and conditions outlined in the Direct Debit and Direct Credit Request Service Agreement, ensuring you understand the implications of your selections.
- Sign and date the form at the bottom. If there are multiple account holders, additional signatures may be required.
- Once completed, you may save the changes, download, print, or share the form as needed, or send it to Westpac Securities via the provided mailing address or fax.
Complete your Direct Debit Request Form online to manage your investment payments efficiently.
A Direct Debit Request (DDR) is your authorisation to debit your customer's account. An eDDR is the electronic version of the DDR. An eDDR enables you to sign customers up on the go via a tablet, smartphone or website.