Get Anz V2 Plus Application Form (cont.) - Freemasons Sa & Nt - Santfreemasons Org

Filling out the ANZ V2 PLUS Application Form online is a straightforward process that requires attention to detail. This guide will walk you through each section of the form, providing clear and supportive instructions to help you complete it effectively.

Follow the steps to fill out the ANZ V2 PLUS Application Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor for completion.
2. Begin by selecting the appropriate account type. If you are new to ANZ, you must complete their Customer Identification Process. For those applying for an ANZ V2 PLUS with direct banking facilities, ensure you use the intermediary code FRE1809.
3. Provide your customer name based on your status as an individual, joint applicant, company, partnership, trust, or organization. Fill in your title, surname, given name(s), and date of birth if applicable.
4. Enter the account address, including the street address, state, suburb, post code, and country, as well as contact details like phone numbers and fax number.
5. Indicate whether you want to enable telephone withdrawal access for transfers to your nominated account through the ANZ V2 PLUS Service Centre by selecting 'Yes' or 'No'. Also, fill in the nominated account details including account name, bank name, branch state, BSB, and account number.
6. Enter the amount for your initial investment and attach a cheque made payable to the customer.
7. If applicable, name the authorised representative or third-party signatory, and provide their signature and date. Specify their access level in relation to your ANZ V2 PLUS account.
8. Complete the declaration section regarding the collection, use, and disclosure of personal information by ANZ. Acknowledge consent for different data handling procedures by checking the appropriate boxes.
9. Fill in the Tax File Number (TFN) or Australian Business Number (ABN) information as requested. Include these details for each applicable customer.
10. Review all information entered to ensure accuracy, then save your changes. You may download, print, or share the completed form as necessary.

Complete your ANZ V2 PLUS Application Form online today to ensure a smooth processing experience.