Get Wintrade User Amendment Form.doc

The WinTrade User Amendment Form is essential for existing Westpac WinTrade customers wishing to modify their account settings. This guide offers clear, step-by-step instructions for navigating and completing the form online.

Follow the steps to effectively complete the WinTrade User Amendment Form.

1. Click the ‘Get Form’ button to access the WinTrade User Amendment Form and open it in your preferred online editor.
2. Begin filling in the details section with your company's name, street address, mailing address (if applicable), telephone number, primary contact's name, date, and fax number.
3. If you wish to add or delete products, complete the products section. Specifically, indicate if you want to add or delete access to products like Import LC, Export LC, Collections, Trade Finance, and any other options presented.
4. Proceed to the user section to set up additional users or delete Corporate Administrators. Specify the username, date of birth, and whether the user will act as a Corporate Administrator for each individual you are adding.
5. In the accounts section, denote whether you want to add or delete a Westpac account used for trade transactions. Provide the branch and account number, account name, ownership status, and currency.
6. Review the Privacy Consent and Customer Acknowledgment sections to ensure that you understand how your information will be utilized and shared.
7. In the Customer Authority section, authorize the use of Westpac services and ensure that appropriate signatures are included. The form should be signed by the designated signatories as per the organization's authorization.
8. Finally, save your changes, download a copy for your records, print the completed form if necessary, and share it as needed.

Ensure a smooth completion of your documents online by following these steps carefully.