Get Adding Users To Your Account - Bnz

This guide provides comprehensive instructions on how to fill out the Adding Users To Your Account - BNZ form online. It is designed to assist users in completing the form accurately and effectively.

Follow the steps to fill out the form correctly.

1. Click ‘Get Form’ button to access the form and open it in your preferred form editor.
2. Complete the customer details section by entering the full legal name as it appears on legal documents, such as a passport or driver’s license. If the account name differs from the full legal name, include it in this section.
3. Fill in the account details, entering the bank name and the store and account base numbers to which this authority applies. If this authority should extend to all existing suffixes, tick the ‘All’ option. Otherwise, specify the required suffixes.
4. Confirm that the changes can be authorized by the account owner(s). Have the authorized person(s) sign and date in the designated areas as required by the Account Operating Authority.
5. In the limited users section, provide the full name of each limited user along with their designated access level—either ‘Enquiry,’ ‘Transaction,’ or both. Ensure you specify the account details they will have access to as determined by the account owner.
6. For each limited user added, include their specimen signature in the designated section. This confirms their identity and authorizes their limited user access.
7. If you need to remove any limited users, use the 'Replaces' section to record their full name.
8. Finally, complete the identification document and proof of address requirements for all signatories, making sure that acceptable forms of ID and proof are provided.
9. After filling out all sections, save changes, and if necessary, download, print, or share the completed form as needed.

Start competing documents online today for a smoother account management experience.