nab connect application form - nab personal banking connect application form need help with this...

NAB ConnectApplication form

Need help with this form?

Call 1300 888 413

NAB Connect

Application formUse this form to apply for NAB Connect (online business banking) and appoint a delegate to set it up for your business.

Before you begin

Please have your business details ready(including your NAB business transaction account details)

Youll also need your delegates details (including a suitable contact time)

Complete and sign this form (multiple signatures required)

Email a scanned version of the completed form to nabconnect.onboarding@nab.com.au

Please ensure youve read and agree to the NAB Connect Terms and Conditions

Please ensure youve read and agree to theNAB Connect Fees and Charges Schedule

What to do

If youd like to add other accounts, cards or merchant facilities to NAB Connect, please also complete the optional section to 'Add other Accounts' on page 5 (multiple signatures required).

Find out more about NAB Connect www.nab.com.au/business/online-banking/nab-connect

mailto:nabconnect.onboarding%40nab.com.au?subject=NAB%20Connect%20Application%20Sumbission%3A%2074843A1017https://www.nab.com.au/business/online-banking/nab-connect/nab-connect-terms-and-conditionshttps://www.nab.com.au/content/dam/nabrwd/business/online-banking/documents/nab-connect-fees-and-charges-schedule.pdfhttp://www.nab.com.au/business/online-banking/nab-connect

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NAB ConnectApplication form

Email all pages of the signed application form to:

nabconnect.onboarding@nab.com.au

Need help with this form?

Call 1300 888 413

Customer (You, Your or Applicant)

Full legal name of your business (including details of any trust, if acting as trustee) ABN, ACN or ARBN

NAB Business transaction account details

For security and identification purposes, please list a NAB Business transaction account that is under the business name provided above

BSB number

Postal address

Level/office number or PO box Street number Street name

State PostcodeSuburb

Country

Email address

By selecting Yes below, You elect to receive important information (including changes to terms and conditions) from National Australia Bank Limited by having to retrieve it from the NAB Connect Channel or, at our election, by email instead of being sent it in paper form (e.g. mail or fax). This means that, and You agree that, National Australia Bank Limited is taken to have provided this important information to You by sending an email to the email address specified below stating that the important information is available for retrieval by You in the NAB Connect Channel. For more details, see clause 8 of the NAB Digital Business Channels Terms and Conditions (which are part of the NAB Connect Terms and Conditions).

Yes No

Account number

This address will only be updated in NAB Connect. New/Replacement Physical Tokens will be posted here.

Section A Customer Information

Receipt of electronic notices

This email address may be used to send important information (including changes to terms and conditions).

I elect to receive information relating to NAB Connect electronically via the NAB Connect Channel or email.

The nominated email address should be checked regularly and any changes to it notified to National Australia Bank Limited promptly. Failure to do so may mean important information about NAB Connect is missed.

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NAB ConnectApplication form

Email all pages of the signed application form to:

nabconnect.onboarding@nab.com.au

Need help with this form?

Call 1300 888 413

Details of your Nominated Authority

Enter the details of the person you appoint and authorise as your Nominated Authority to speak to NAB about the setup of NAB Connect.

Your Nominated Authority

Your Nominated Authority is the person you appoint and authorise using this form to provide us with the directions and details necessary to establish your NAB Connect profile, including all of the matters described in the Application Form Terms and Conditions at page 8 under What you authorise your Nominated Authority to do to establish your NAB Connect profile.

Accounts, cards, merchant facilities and services to be accessed through NAB Connect

Nominations of users

Direct Entry User IDs

Access profile & permissions levels

Payment authorisation rules

Payment limits

Billing accounts

Nomination of security officers

Your payments and security

We take your online security very seriously. NAB Connect includes a number of security features to help protect you including:

Segregation of Duties (a requirement that the person who authorises a payment must have a different User ID to the person who created that payment); and

We strongly recommend that You instruct Your Nominated Authority to activate the security measures above when speaking to our NAB Connect Specialist.

1.

2. Nominating authorisation rules (which require that at least two people provide authorisation prior to a payment being processed).

Job title Work phone (including area code)

Last nameFirst name Middle name

Work email address

Title

Mobile phone

Mon Tue Wed Thu Fri Morning (9am - 12pm)

Preferred day and time of contact (Melbourne time)

Afternoon (1pm - 5pm)

Should you wish to turn Segregation of Duties on or establish authorisation rules that require multiple authorisations, please ensure your Nominated authority selects this option when speaking to our NAB Connect Specialist.

Section B NAB Connect profile - delegation to Your Nominated Authority

In summary this includes providing the directions and details necessary to establish your NAB Connect profile including:

These are important authorisations. Please carefully review the Application Form Terms and Conditions at page 8 before completing this form. Depending on your Direct Entry User ID requirements, we may need you to complete an additional form.

Once your Nominated Authority has completed all details necessary to establish your NAB Connect profile, well email you a document summarising the selections made by your Nominated Authority. Its important that you review this summary carefully when received to ensure that all selections match your intentions. If you wish to make any changes please reply back to the e-mail or call us on 1300 888 413.

4

NAB ConnectApplication form

Email all pages of the signed application form to:

nabconnect.onboarding@nab.com.au

Need help with this form?

Call 1300 888 413

Each signatory identified below confirms that they are authorised to complete this NAB Connect Application Form on behalf of the Applicant and acknowledges and agrees to the following for on behalf of the Applicant:

Name Job Title (e.g. Director, Secretary)

Signature

The Applicant acknowledges that (a) failing to activate Segregation of Duties; and/or (b) establishing its NAB Connect facility with only a single authoriser, will expose it to a higher level of internal and external fraud risk than activating Segregation of Duties and nominating authorisation rules that require multiple authorisations.

2.

1. The Applicant acknowledges it has been provided with the opportunity to view and each signatory has read and understood:

3. The Applicant has reviewed and acknowledges and agrees to each of the additional matters set out in the Application Form Terms and Conditions, including the additional matters under Things you need to understand and agree to when you apply.

Date

Email address

Section C Application declaration and execution

the NAB Connect Terms and Conditions (http://www.nab.com.au/business/forms-and-documents/nab-connect-terms-conditions); and the Fees and Charges Schedule (https://www.nab.com.au/content/dam/nabrwd/business/online-banking/documents/nab-connect-fees-

and-charges-schedule.pdf) and any other Schedules (as defined in the NAB Connect Terms and Conditions (http://www.nab.com.au/business/forms-and-documents/nab-connect-terms-conditions).

The Applicant agrees to be bound by the NAB Connect material referred to above (NAB Connect Material). The Applicant acknowledges it has had the opportunity to retain the NAB Connect Material (e.g. by printing or saving it) and that it will not be separately provided with a copy of the NAB Connect Material unless it makes a specific request for it.

You may have other accounts, cards or merchant facilities in a different name to your business name listed in section A (such as personal accounts or other business accounts). If you wish to add these to NAB Connect please complete the details on page 5.

Please enter the name and title of the signatories. If You are a company, this Application Form must be signed by either two directors or a director and secretary, unless You are company with a sole director who is also the sole company secretary, in which case it must be signed by that director. If You are, for example, a partnership or association, this Application Form must be signed in accordance with Your partnership deed or association constitution.

Details of the signatories

Name Job Title (e.g. Director, Secretary)

Signature

Date

Email address

NAB use only to be completed by the BankerI confirm that the above signatures and any appearing in Section D match the signatures held on file for the above office bearers of the customer

Full name Employee Number

Signature Date

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http://www.nab.com.au/business/forms-and-documents/nab-connect-terms-conditionshttps://www.nab