Get Au Commsec Csl1029 2022-2025

The AU CommSec CSL1029 form is designed for users who wish to authorize another individual to access their accounts or transact on their behalf. This guide provides step-by-step instructions to help you fill out the form accurately and efficiently.

Follow the steps to complete the AU CommSec CSL1029 online.

1. Press the 'Get Form' button to obtain the AU CommSec CSL1029 form and open it in your editor.
2. Begin by filling in your account details. Write the registered name on your CommSec trading account in the specified field and list any accounts you wish to authorize. Note that if you have accounts in multiple names, you need to complete additional forms.
3. Provide the account number(s) for equities, margin loan, or international accounts that you want to associate with the authority. Ensure you do not leave this field blank as it is required for changes to be made.
4. Select the access level for the additional authority. You can choose 'View Only' for limited access or 'View and Transact' for broader capabilities. Your choice will define what actions the additional authority can perform.
5. In Section 2, fill in the personal details for the additional authority, including their name, date of birth, and address. Ensure the residential address is complete, as it cannot be a PO Box.
6. Choose a preferred contact method by providing an email address and mobile number. You may also provide optional home and work numbers.
7. Complete the employment information section by selecting an acceptable job category and type from the provided classifications.
8. Select the acceptable identification documents based on the options provided. Remember to provide certified copies only, not original documents.
9. All account holders must sign the declaration at the end of the form. Ensure that all signatures are pen-to-paper as required.
10. Finally, review the completed form to ensure all fields are filled correctly and submit it according to the instructions either by email or post.

Don't wait—complete your AU CommSec CSL1029 form online today!