Add Facility Hierarchy Structure

Facility Hierarchy Structure Information – Sublevel (PDF 99KB)
Complete this to add/amend facility hierarchy structure

Cancel Card

Commercial Card – Card Cancellation Request (PDF 65KB)
Complete this if you would like to cancel a card.

Facility Cancellation

Commercial Card Facility Closure Form (PDF 58KB)

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 699KB)
Complete this if you wish to establish a new Corporate or Purchasing card

Cardholder Agreement

Corporate and Purchasing Card – Cardholder Agreement (PDF 604KB)

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 81KB)
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 81KB)
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 78KB)
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 672KB)
Complete this to update multiple cardholder contact details.

Changing Fax Indemnity

Fax/Email Indemnity (PDF 628KB)
Complete this to authorise Westpac to accept fax and email correspondence for the facility.

Commercial Card Insurance Policy

Commercial Card Insurance Policy (PDF 160KB)

Facility Maintenance

Commercial Card – Facility Maintenance Form (PDF 673KB)
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 86KB)
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 75KB)
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 78KB)
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 687KB)
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 687KB)
Complete this if you wish to request a duplicate cardholder statement or order a company report.

Request Direct Debit

Direct Debit Request (PDF 625KB)
Complete this if you would like to amend the direct debit account details for payment of a facility.

Setup Electronic Reporting

EMS and Raw Data Feed Enrolment Form (PDF 646KB)
Complete this to establish a raw data feed and/or access to Mastercard SDG2/Visa Send Clarity.

Transfer of Credit Balance

Commercial Card – Cardholder Maintenance Form (PDF 78KB)
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 78KB)
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 78KB)
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.

Transaction Limit and Merchant Restrictions

Transaction Limit and Merchant Restrictions – Annexure (PDF 615KB)