Get Third Party Data Authority Form - Macquarie - Macquarie Com

Filling out the Third Party Data Authority Form is an essential step for customers using the Macquarie Equity Lever Facility. This guide will provide you with a clear and detailed approach to completing the form online, ensuring that all necessary information is accurately submitted.

Follow the steps to successfully complete the Third Party Data Authority Form.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor for filling.
2. Complete the section for the Macquarie Equity Lever Facility name and facility number. Ensure that you have these details available, as they are crucial for identifying your account.
3. Provide the names and identification numbers of all accountants who will have access to the data. This information is essential for maintaining accurate records.
4. Read the terms and conditions provided in the form carefully. These details outline the responsibilities of both Macquarie Bank and Class Super.
5. Sign the document where indicated. If you are a joint individual investor or trustee investor, ensure that all required signatures are obtained.
6. If applicable, corporate trustee investors must complete the section requiring signatures from directors and company secretaries, ensuring compliance with the Corporations Act.
7. Print the completed form. Make sure to keep a copy for your records.
8. Send the original signed form to Macquarie Bank Limited at the specified address. You may also choose to fax or email the authority, but ensure that the original is sent within five business days.
9. After sending, follow up as needed to confirm receipt of your authority with Macquarie or Class Super.

Begin filling out your Third Party Data Authority Form online today to ensure timely processing.