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 623KB)
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
Virtual Purchasing Card – Adding a Card Account (PDF 118KB)
Complete this to establish a new Virtual Purchasing Card Account.
Change Card Transaction Limit and Merchant Restrictions
Commerical 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.
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 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
Virtual Purchasing Card Facility – Adding an Authorised Signatory. (PDF 124KB)
Complete this to add an Authorised Signatory for a Virtual Purchasing 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 card/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.
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.