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Account forms

How do I open a new Westpac Account?

Please use the forms in the following table to establish a new account or an additional account for existing customers.


Please Note: A Foreign Currency Account is domiciled in Australia and available in most major currencies. Refer to Business Foreign currency accounts for information on available currencies.

 

Product Type Terms and Conditions Digital Paper
  • Corporate Transactional Account, including Set-off 
  • Corporate Investment Account
  • Corporate Evergreen Account
Corporate Cash Accounts (PDF 713KB) For an efficient experience use the Westpac digital forms.   Account Opening Form – Commonwealth Government (PDF 219KB)
  • Foreign Currency Account
Foreign Currency Account (PDF 365KB) Foreign Currency Account Opening Form (PDF 1MB)

Account maintenance

How do I amend a Notice of Authority?

Digital Form Paper Form

For an efficient experience use the Westpac digital forms.  

 

Key steps

  1. Within Product selection tick AccountsNotice of Authority (Limit 10 accounts).
  2. Within AccountsNotice of Authority select your desired action  - Open a new account, amend an existing account or make amendment to an existing Notice of Authority.
    Note: You can add or remove signatories in a single digital form.

To amend existing bank account details:

Account Amendment Form (PDF 1MB)

To amend an existing Notice of Authority: Notice of Authority Amendment (PDF 1MB)

You can make the following amendments:

  • Name of Account (this is not cover novation of accounts)
  • Mailing Address
  • Nominate alternate account for fees and interest
  • Change your statement frequency

Account Closure

Before closing a Westpac Australia account, please:

  • Remove any linked arrangements or services such as direct debits or merchant settlement
  • Ensure that it is not used as an alternative account for interest
  • Transfer remaining funds and ensure account balance is $0

 

Please contact your Westpac Client Service Representative to discuss.

Account closure requests can be signed by authorised signatories, in accordance with its operating rule. 

Product Type Digital Form Paper Form
  • Corporate Transactional Account, including Set-off
  • Corporate Investment Account
  • Corporate Evergreen Account
  • Foreign Currency Account

For an efficient experience use the Westpac digital forms

 

Key Steps 

  1. Within Product selection tick Accounts, Notice of Authority (Limit 10 accounts).
  2. Within Accounts, Notice of Authority select your desired action  - Close an existing account.
    Note: You can add or remove signatories in a single digital form.

To close an existing account: 

Account Closure Request Form (PDF 1MB)

Things you should know

To view PDF files you need Adobe Acrobat Reader. Use Adobe's online PDF conversion tools to convert to another format.