Get Schedule Of Account Details Form - Qraa - Qraa-web01 Squiz

Filling out the Schedule Of Account Details Form is an essential step in managing your accounts with various lenders. This guide offers a clear, step-by-step approach to ensure you complete the form accurately and efficiently.

Follow the steps to complete the Schedule Of Account Details Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your Client ID No at the top of the form. This ID helps in identifying your account with QRAA.
3. Ensure that a separate copy of this form is completed by each of your lenders. It is important to arrange for your lenders to return this form to you before you submit your completed review to QRAA.
4. Under the 'Consent and Authorisation' section, clearly write the name of the bank or financier you are addressing. This authorizes them to provide QRAA with the necessary information about your accounts.
5. Fill in the details of your accounts in the 'Loan Accounts, Equipment Finance & Other Borrowings (Debit Accounts)' section. Include information such as Account Name, Account BSB & Number, Facility Type, Balance, Limit, Interest Rate, Expiry Date, Repayment Amount, Repayment Frequency, Balloon or Residual, and Arrears.
6. In the 'Savings Accounts, Term Deposits, Investment Accounts & Other Asset Accounts (Credit Accounts)' section, include the relevant details for these types of accounts similarly.
7. Certify that the information provided is correct in the 'Certification' section. You and any involved parties must sign here to confirm the accuracy of the information and acknowledge lender support.
8. Provide further contact information including the Branch Address, Manager Name, Manager Signature, Date, Email Address, Phone Number, and Fax Number.
9. Once all fields have been filled out accurately, you can save changes, download, print, or share the form as necessary.

Complete your Schedule Of Account Details Form online today for a streamlined management experience.