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.
Facility Cancellation
Commercial Card Facility Closure Form (PDF 629KB)
Complete this if you would like to cancel a facility. The client is to contact their Westpac Representative to advise what facility they would like to close.
Cardholder Application
Corporate and Purchasing Card – Cardholder Application (PDF 258KB)
Complete this if you wish to establish a new Corporate or Purchasing card
Cardholder Agreement
Corporate and Purchasing Card – Cardholder Agreement (PDF 751KB)
This form must be completed and signed by the cardholder, then scanned and sent to Westpac by the Verifying Officer with the completed Cardholder Application electronic worksheet.
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 1MB)
Facility Maintenance
Commercial Card – Facility Maintenance Form (PDF 65KB)
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 611KB)
When nominating Authorised Signatories and/or Verifying Officers for a Corporate/Purchasing 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 559KB)
Complete this if the Organisation wishes to nominate an employee to act as an Authorised Signatory/Verifying Officer for your Corporate/Purchasing 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 58KB)
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 58KB)
Complete this if you wish to request a duplicate cardholder statement or order a company report.
Request Direct Debit
Direct Debit Request (PDF 48KB)
Complete this if you would like to amend the direct debit account details for payment of a facility.
Setup Electronic Reporting
Visa IntelliLink Spend Management Enrolment Form (PDF 1MB)
Complete this to establish Visa IntelliLink
MasterCard SDG2 Enrolment Form (PDF 1MB)
Complete this to establish Mastercard SDG2
Visa Raw Data Feed Enrolment Form (PDF 339KB)
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 1MB)
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 36KB)
Complete this form when using the Electronic Cardholder Application and submit to Westpac.
Authorisation Criteria Table
Authorisation tables (XLS 122KB)
This table will show the different authorisation tables and the merchant category groups, country, time and transaction limits.