Get Customer Registration - Capital Guardians

Filling out the Customer Registration form for Capital Guardians is a straightforward process that ensures your account is set up properly. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully complete the registration form.

1. Press the ‘Get Form’ button to obtain the Customer Registration form and open it for editing.
2. Provide the 'Account / Resident Name' in the designated field. This ensures that the account is associated with the correct individual.
3. Fill in your 'Direct Debit Bank Details', including the 'BSB number', which must consist of six digits, and your 'Account Number'.
4. Indicate the 'Residential Facility Name' where applicable.
5. List the names of the individuals on the account in the 'Name/s on account' field.
6. Fill in the 'Primary Contact Name' and, if relevant, the '2nd Contact Name'.
7. Enter the email addresses for contact in the 'Email' fields.
8. Complete the 'Address' section, including 'City', 'State', and 'Postcode'.
9. Provide a telephone number under the 'Telephone' field.
10. Select the preferred 'Mobile' option, if applicable, along with a direct debit amount.
11. Specify the balance limit that will trigger a direct debit.
12. Choose the 'Vendor Invoices Accepted' and cross out any suppliers you want to exclude from the initial setup.
13. Acknowledge the 'Statements' section regarding the availability and associated costs for printed statements.
14. Review and agree to the terms stated in the 'Agreement' section by signing, printing your name, indicating your role, and dating the form.
15. Once the form is filled out completely, save your changes, and choose to download, print, or share the form as needed.

Complete your registration now to manage your accounts easily online.