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

Virtual Purchasing Card – Adding a Card Account (PDF 629KB)
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 81KB)
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 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

Virtual Purchasing Card Facility – Adding an Authorised Signatory. (PDF 639KB)
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 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.

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.

Transaction Limit and Merchant Restrictions

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