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Corporate Online users that do not require access to Administration are created in Corporate Online by your organisation's Corporate Online Administrators.
There is no paperwork required when establishing a new Corporate Online user.
The new user will generally receive their Corporate Online login details by mail approximately five business days after their profile is fully authorised online by your organisation's Administrator(s).
Please complete the form to establish a new Corporate Online Administrator where you are establishing an Administrator who does not already have access into Corporate Online.
The above form will also be used when upgrading an existing user to Administrator or downgrading an Administrator to a User.
All Administrators will need to be fully identified by Westpac before we can provide access to Administration. This is easily completed by visiting a nearby Westpac branch, or using the certified copy method as noted below.
A certified copy means an identification document that has been certified as a true and correct copy of an original document by an approved certifier (refer below for approved certifiers).
The document below has been prepared for customers to provide guidance on the process for certifying identification documents. This document is for Australian registered/resident customers only. Customers registered/residing overseas must refer to the applicable Certified Copy Certificate for instructions.
The approved certifier must certify that the photocopy is a true and correct copy of the original by writing on and signing the photocopy as follows:
I, [full name of approved certifier], a/an [select appropriate from list of approved persons below], certify that this [name of document] is a true and correct copy of the original. [Signature and date]
I, John Citizen, a Justice of the Peace, certify that this Trust Deed is a true and correct copy of the original.
The following persons are approved by the Bank to certify identification documents:
Westpac Australia accounts that are owned by your organisation can be added to your Corporate Online profile.
To do this, you will need to:
The task will then need to be authorised by the required number of Corporate Online Administrators. Corporate Online will produce a form for accounts that are considered third party for appropriate sign off and return to Westpac.
Third party accounts or services are owned by an organisation that is different to the organisation that 'owns' your Corporate Online facility (eg a subsidiary).
The form should be completed and returned when the account or service being added to your Corporate Online profile is owned by a different legal entity (often recognised by a different ABN/ACN).
Please contact your Client Enquiry Manager if you require assistance with any of the above.
Recurring payment are payments that are established and managed in Corporate Online to be processed automatically at regular intervals. These payments are managed by you within the Payments application of Corporate Online. Information on establishing and managing recurring payments can be found on Corporate Online, or by calling the Corporate Online Help Desk: Phone 1300 134 291.
Using Corporate Online you can stop cheque, allowing you to manage the stop without the need to send/fax a request through to Westpac. Find out how to stop cheque payments.