Get Payment Instruction Form

The Payment Instruction Form is a crucial document used for instructing payments related to your account with Bell Potter Securities. This guide provides clear, step-by-step instructions for completing the form online, ensuring a smooth and efficient process.

Follow the steps to complete the Payment Instruction Form online.

1. Click ‘Get Form’ button to obtain the Payment Instruction Form and open it in your preferred online editor.
2. Begin filling out the form by entering your Bell Potter Securities account name in the designated field.
3. Next, provide your Bell Potter Securities equity account number in the appropriate section.
4. If applicable, include your Bell Potter Securities option account number as well.
5. Proceed to the 'Client Banking Details' section. Here, fill in the bank account name. This field is mandatory and must be completed.
6. Enter the Bank, followed by the six-digit BSB number, ensuring it is accurate.
7. Then, input your bank account number in the specified field. Ensure that no alphabetical characters are included.
8. Sign the form in the designated area to authorize the payment instructions.
9. Review the details on the form to ensure all information is correct. Misdirected credits could lead to complications.
10. If you are not a Sponsored Client with Bell Potter Securities, attach evidence of ID, such as a passport or driver’s license, and ensure you have signed the form.
11. Once completed, return the form to Settlements by 10:00 AM on T+2 and attach any supporting documentation required.
12. Finally, make sure to save your changes, download, print, or share the form as needed.

Complete your Payment Instruction Form online today for a seamless transaction experience.