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Get Section B: Starting Your Anz Signature Priority Banking Relationship
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How to fill out the Section B: Starting Your ANZ Signature Priority Banking Relationship online
Filling out the Section B: Starting Your ANZ Signature Priority Banking Relationship form is a crucial step in establishing your banking relationship with ANZ. This guide provides detailed, step-by-step instructions to help you complete the process seamlessly and confidently.
Follow the steps to fill out your banking relationship form online.
- Click the ‘Get Form’ button to obtain and access the form for editing.
- Begin by entering the personal information for both the main account holder and account holder 2. This includes full names as per official identification, NRIC or passport numbers, and residential addresses. Ensure that no PO Box addresses are included.
- Indicate the relationship between the two account holders, selecting 'Joint' where applicable, and complete the 'US Person Declaration' section by marking either 'Yes' or 'No'.
- In Section A, provide your highest education level attained, contact details (mobile number and an alternative number), and information about your occupation and source of income. Include annual income details and nature of business or industry.
- Select the accounts you wish to open under Section B. Designate one account as the primary account and specify any additional accounts you want to link. Ensure you select the ATM/Phone Banking access indicator for each account opened.
- Complete the requested banking services section, which includes requesting a debit card, cheque book, phone banking services, and consent to receive marketing information.
- Review the client acknowledgement section. After confirming that all information provided is accurate, sign and date the form in the designated areas.
- Finally, save your changes. You will have the option to download, print, or share the filled-out form as needed.
Complete your document online to establish your banking relationship today.
You can add new signatories to your accounts simply by calling your ANZ Relationship Manager or visiting your local ANZ branch....For each nominated Administrator and/or Authoriser: Enter contact details. Enter existing CRN (if applicable) Specify whether the user currently has an ANZ Security Device.
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