Get Overdraft Agreement

This guide provides detailed instructions on how to complete the Overdraft Agreement online. It aims to assist users in navigating each section of the form, ensuring a smooth and efficient process.

Follow the steps to successfully fill out the Overdraft Agreement online.

1. Press the ‘Get Form’ button to access the Overdraft Agreement. This will allow you to open the document in an editable format.
2. Begin by entering the Facility Account Number located at the top of the form. Ensure that it is entered correctly to avoid any processing delays.
3. Fill in your personal information, including your name and address. Double-check for accuracy, as this information is crucial for communication regarding the agreement.
4. Review the Facility Summary section carefully. This section outlines the offer made by Westpac NZ, including your Facility Limit and Initial Unpaid Balance. Ensure that you understand the terms before proceeding.
5. In the Payments section, note where and how to make payments. This information will guide you once the agreement is in effect.
6. Complete the Security section if applicable. If your agreement requires security documentation, be sure to accompany it with the necessary signatures.
7. Check the fees outlined in the Establishment Charge and Line of Credit Charge sections. Familiarize yourself with all charges linked to the overdraft facility.
8. Review your rights to cancel the agreement as noted in the document. It is important to understand your options if you need to withdraw from the agreement.
9. Once you have completed all fields, carefully review the entire document for accuracy and completeness.
10. Save your changes, and choose to download, print, or share the agreement as needed.

Complete your Overdraft Agreement online today to secure your financial flexibility.