Get Business Online Form User Form - Westpac

This guide is designed to assist users in completing the Business Online Form User Form for Westpac. It provides clear, step-by-step instructions for filling out each section of the form accurately and efficiently.

Follow the steps to complete your Business Online Form User Form

1. Press the ‘Get Form’ button to access the Business Online Form User Form and open it for completion.
2. In Section One, provide your details: enter your Business Online ID, the name of your company or organization, the contact person's name (including first, middle, and surname), phone numbers, and email address.
3. In Section Two, review the definitions of Business Online user roles. Choose the role that applies to the user you are adding or editing: Administrator, Authoriser, or Creator/Viewer.
4. For Section Three, if you are downgrading or deleting an existing user, fill in the given name(s) and login details, and select one of the options: Downgrade to Authoriser, Downgrade to Creator/Viewer, or Delete User.
5. In Section Four, to nominate a new Administrator/Authoriser or upgrade an existing user, fill in their title, given names, phone numbers, date of birth, email, and the relationship to the customer. Specify their current Business Online role and the new Business Online role.
6. Complete Section Five if the nominated individual is not a signatory of a Westpac account. Fill out their occupation/designation, physical address, postal address (if different), and collect their signature along with the date.
7. In Section Six, review the declaration and authority. Ensure that the appropriate account owners sign this section. Follow the noted signing protocol based on the organization type.
8. Finally, in Section Seven, submit the form based on the user's status. If downgrading or deleting a user, you may fax the form or hand it in at a branch. If the new Administrator/Authoriser is not a signatory, ensure they provide acceptable identification in person.
9. After completing all sections, ensure the form is saved, then download, print, or share it as necessary.

Complete your Business Online Form User Form online today to manage your Westpac account effectively.