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Opening Accounts

How do I open a new Westpac Account?

Complete the Account opening form (PDF 127KB) to establish a new account or an additional account for existing customers.

The Certificate of Registration or an equivalent is required when opening an account with the bank if:

  • The organisation is new to the Bank
  • An existing customer is opening a new account with a new organisation name.


Complete the Notice of Authority (PDF 212KB) form to provide the Bank with details of the persons authorised to operate your organisation's accounts. This form only needs to be completed once if the signatories and operations are the same across all accounts held by the organisation.

If any of your accounts have different operations or signatories, a "Notice of Authority for a specific account" must be completed for those accounts.

For any account opening and authorities change applications submitted from 24 January 2020, all account signatories will be required to present at least one form of photo ID containing their full name, and date of birth (such as a drivers licence, passport) to an authorised Westpac representative or by visiting a local Westpac Branch to be identified.   A secondary form of identification may be required in some instances.

Alternatively please submit a certified copy of your identification documents to your Client Experience Manager.

Annexure 'A' to Notice of Authority (PDF 58KB)

If there is insufficient space in the Notice of Authority form for the details of every person authorised to operate your accounts, please tick "Yes" at the end of the "Details of Persons Authorised" section and use the Annexure "A" form.

Notice of Authority for a specific account (PDF 210KB)

Complete if your organisation nominates different signatories or operations to a "specific" account as distinct from your other existing accounts.

Annexure 'A' to Notice of Authority for a specific account (PDF 58KB)

If there is insufficient space in the Notice of Authority form for the details of every person authorised to operate your accounts, please tick "Yes" at the end of the "Details of Persons Authorised" section and use the Annexure "A" form.

Notice of Authority of addition to persons authorised (PDF 82KB)

Complete if your organisation needs to add new account signatories to its existing accounts.

Annexure 'A' to Notice of Authority for addition to persons authorised (PDF 63KB)

If there is insufficient space in the Notice of Authority form for the details of every person authorised to operate your accounts, please tick "Yes" at the end of the "Details of Persons Authorised" section and use the Annexure "A" form.

 

Terms and Conditions:

Transactional account Terms and Conditions (PDF 310KB)

Customer Identification

Under the Anti Money Laundering / Counter Terrorism Financing Act Westpac Group is required to collect and verify Customer Identification information, for any new customers on-boarded.

You should only complete a CIC form if the account you are opening is in a different or new name from what Westpac would already have on record.  If you are unsure whether you need to complete a CIC please contact your Westpac representative.

AML/CTF - Westpac Group policy

Westpac’s Customer Information Certificates are designed to assist in collecting relevant information for each of the different Entity Types on-boarded by Westpac to ensure we meet our AML/CTF compliance requirements.  There is a separate Customer Information Certificate (CIC) for each Entity Type, as listed in the table below.

Note: Based on recent AML Regulatory changes, the CIC forms have changed to collect additional information. These regulatory changes come into effect on August 17th. As such, if you have printed a form pre 17 August and don’t return it to your bank representative until post 17 August, we will be required to collect additional information from you.

Customer Information Certificates (CIC) Forms

Association (DOC 54KB)

Domestic Proprietary Company (DOC 47KB)

Domestic Public Company (DOC 53KB)

Foreign Company Registered in Australia (DOC 54KB)

Foreign Company Not Registered in Australia (DOC 56KB)

Government Body (DOC 51KB)

Individual not including Sole Traders (DOC 44KB)

Individual acting as a Sole Trader (DOC 43KB)

Regulated Partnership (DOC 47KB)

Unregulated Partnership (DOC 47KB)

Registered Co-operative (DOC 52KB)

Standard Trust (DOC 54KB)

Trust Other than Standard Trust (DOC 53KB)

What identification is required?

Organisations

Complete the appropriate Entity Type Customer Information Certificate, and forward it together with the required Account Opening forms to your Client Enquiry Manager, ensuring all the required information has been completed.  
You may be required to supply additional identification documentation to support in verifying your identity i.e. certified copy of the Trust Deed for Trust Accounts.
Your Client Enquiry Manager can provide guidance on your identification and any additional documentation requirements.
Your Client Enquiry Manager can assist you in determining the correct CIC for your entity type.

Individuals (Account Signatories)

Individuals transacting on an account will be required to be Westpac Identified. Please have them present their identification documentation at their local Westpac Branch.  Once they have been identified, please contact your Client Enquiry Manager and provide them with the new Customer Number.

Certified Copy

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).

Guidance Document for Customers

The documents below have been prepared for customers to provide guidance on the process for certifying identification documents in Australia and outside of Australia.

Guidance on Certifying Identification Documents for Australian registered/resident customers (PDF 90KB)

Guidance on Certifying Identification Documents for non-Australian registered/resident customers (PDF 58KB)

How do I establish a facsimile/email indemnity?

Complete the facsimile/email indemnity (PDF 50KB) if your organisation intends sending instructions by means of facsimile transmission or email to the Bank and, your organisation wishes to accept facsimile advices and other communications, such as email, transmitted by the Bank, in relation to any accounts, facilities or other arrangements which you may now or in the future have with the Bank.

How do I open foreign currency accounts?

A Foreign Currency Account is an Australian based deposit account for foreign currency. They are available for most major currencies.

The Account Opening form and Notice of Authority must be completed to establish a Foreign Currency Account.

Foreign currency account opening form (PDF 1021KB)

Notice of Authority (PDF 212KB)

Foreign Currency Account - Terms & Conditions (PDF 3MB)

Incorporates the Terms and Conditions of accounts.

 

Foreign Currency Term Deposits
Foreign Currency Term Deposit PDS (PDF 109KB)

Foreign Currency Term Deposit Application (PDF 158KB)

New Zealand currency accounts

The following documentation should be completed when establishing a New Zealand Dollar account in New Zealand.

 

Forms
Complete the New Zealand account opening form (PDF 45KB) to establish a new account or an additional account for existing customers.

The Certificate of Registration or an equivalent is required when opening an account with the bank if:

  • The organisation is new to the Bank
  • An existing customer is opening a new account with a new organisation name.

 

Schedule for extra authorised people (PDF 34KB)

Complete to establish additional authorised signatories to the account.

General Terms and Conditions (PDF 98KB)

Incorporates the Terms and Conditions of accounts.