Add Facility Hierarchy Structure

Facility Hierarchy Structure Information – Sublevel (PDF 505KB)
Complete this to add/amend facility hierarchy structure

Cancel Card

Commercial Card – Card Cancellation Request (PDF 70KB)
Complete this if you would like to cancel a card.

Cardholder Application

Corporate and Purchasing Card – Cardholder Application (PDF 81KB)
Complete this if you wish to establish a new Corporate or Purchasing card

Cardholder Agreement

Corporate and Purchasing Card – Cardholder Agreement (PDF 84KB)

Must be completed by each cardholder and held on file within the organisation. At any time Westpac can request to view this agreement.

Change Card Credit Limit

Commercial Card - Maintenance of Limits and or Merchant Restrictions (PDF 88KB)
Complete this if you would like to amend the merchant restrictions or increase or decrease the credit limit on individual cards.

Change Card Credit Transaction Limit and Merchant Restrictions

Commercial Card - Maintenance of Limits and or Merchant Restrictions (PDF 88KB)
Complete this if you would like to amend the merchant restrictions or increase or decrease the credit limit on individual cards.

Change Cardholder Address

Commercial Card – Cardholder Maintenance Form (PDF 77KB)
Complete this if you would like to transfer a credit balance, transfer funds incorrectly credited to a card, transfer a card to another reporting level, change a cardholder address or reissue a card.

Update Cardholder Contacts

Commercial Card - Updated Cardholder's Contact Details (PDF 96KB)
Complete this to update multiple cardholder contact details.

Changing Fax Indemnity

Fax/Email Indemnity (PDF 71KB)
Complete this to authorise Westpac to accept fax and email correspondence for the facility.

Commercial Card Insurance Policy

Commercial Card Insurance Policy (PDF 121KB)

Commercial Card Insurance Policy has changed from Zurich To QBE as of the 1 June 2015. Please refer to this policy for any claims which occur post 1 June 2015.

Facility Maintenance

Commercial Card – Facility Maintenance Form (PDF 77KB)
Complete this if you wish to amend the statement date, settlement date, change the facility name or change the facility or reporting level address.

Nominate Authorised Signatory/Verifying Officer

Commercial Cards – Roles and Responsibilities for Authorised Signatories and Verifying Officers (PDF 29KB)
When nominating an Authorised Signatories and or Verifying Officers for a Corporate/Purchasing or Employee Benefits facility please ensure a copy of the roles and responsibilities is provided to the nominees prior to signing the below form.

Commercial Cards – Authorised Signatory/Verifying Officer Nomination Form (PDF 89KB)
Complete this if the Organisation wishes to nominate an employee to act as an Authorised Signatory/Verifying Officer for your Corporate/Purchasing and or Employee Benefits Card facility.

Annexure to Authorised Signatory/Verifying Officer Nomination (PDF 61KB)
Complete this if you wish to nominate more than 4 employees to act as an Authorised Signatory/Verifying Officer and attach to the above form.

Reissue Card

Commercial Card – Cardholder Maintenance Form (PDF 77KB)
Complete this if you would like to transfer a credit balance, transfer funds incorrectly credited to a card, transfer a card to another reporting level, change a cardholder address or reissue a card.

Request Cardholder Statement

Commercial Card – Requesting and Individual Cardholder Statement or Company Report (PDF 88KB)
Complete this if you wish to request a duplicate cardholder statement or order a company report.

Request Company Report

Commercial Card – Requesting and Individual Cardholder Statement or Company Report (PDF 88KB)
Complete this if you wish to request a duplicate cardholder statement or order a company report.

Request Direct Debit

Direct Debit Request (PDF 496KB)
Complete this if you would like to amend the direct debit account details for payment of a card/facility.

Setup Electronic Reporting

Visa IntelliLink Spend Management Enrolment Form (PDF 128KB)
Complete this to establish Visa IntelliLink

MasterCard SDG2 Enrolment Form (PDF 128KB)
Complete this to establish MasterCard SDG2

Visa Raw Data Feed Enrolment Form (PDF 116KB)
Complete this to establish a raw data feed directly to the Organisation, 3rd Party Expense Management System or a Visa Mailbox.

MasterCard Raw Data Feed Enrolment Form (PDF 99KB)
Complete this to establish a raw data feed directly to the Organisation, 3rd Party Expense Management System or a MasterCard Server.

Transfer of Credit Balance

Commercial Card – Cardholder Maintenance Form (PDF 77KB)
Complete this if you would like to transfer a credit balance, transfer funds incorrectly credited to a card, transfer a card to another reporting level, change a cardholder address or reissue a card.

Transfer of Credit Incorrectly Paid to Card

Commercial Card – Cardholder Maintenance Form (PDF 77KB)
Complete this if you would like to transfer a credit balance, transfer funds incorrectly credited to a card, transfer a card to another reporting level, change a cardholder address or reissue a card.

Transferring Card to Another Reporting Level

Commercial Card – Cardholder Maintenance Form (PDF 77KB)
Complete this if you would like to transfer a credit balance, transfer funds incorrectly credited to a card, transfer a card to another reporting level, change a cardholder address or reissue a card.

Letter of Authority

Letter of Authority (PDF 50KB)
Complete this form when using the Electronic Cardholder Application.