Forms for Macquarie Business Banking

Deposit Account Withdrawal/ Closure

This form should be used to withdraw or close a cheque / investment account or to give notice to close a Term Deposit account.

Deposit Account Withdrawal or Closure Form.pdf (142KB)

Electronic Banking User Application

This form should be used when applying for electronic banking access, when requesting to add a new user to your account/s or when requesting to add a new account to your existing access.

You will need to complete a Customer Identification Form for each additional user being granted authorise access for the first time. This form can be found directly below.

Electronic Banking User Application.pdf  (300KB)

Amend Electronic Banking Access Form

This form should be used when amending a user’s level of access to your account/s, removing a user’s access to your account/s or adding/ changing/ removing a daily payment authorisation limit for a user.

You will need to complete a Customer Identification Form for each additional user being granted authorise access for the first time. This form can be found directly below.

Amend Electronic Banking Access Form.pdf (157KB)

Customer Identification Form - Individual and Sole Trader

This form should be used when either adding a signatory or an authoriser to an account.

Customer Identification Form (12KB)

Signatory Nomination Form

This form should be used to nominate the authorised signatories who can operate an account and what the method of operation will be.

Signatory Nomination Form (63KB)

Add/Remove authorised phone user

This form should be used to delegate authority for someone in your office to take callbacks from Macquarie on behalf of an authorised account signatory.   

Add / remove authorised phone user form.pdf (61KB)

Trace Request

This form should be used to request a trace on a transaction associated with your account.

Trace Request.pdf (44KB)

Change of Account Details

This form should be used to provide an update to certain information relating to an account. Updating contact details, changing an address, providing a TFN/ABN or a change of name can all be performed/accommodated using this form.

Change Details.pdf (52KB)

Direct Debit Request (DDR)

This form should be used to provide Macquarie Bank Limited with authorisation to debit a nominated bank account.

Direct Debit Request (DDR) Form.pdf (114kb)

Audit Request

You can use this form to request information for an auditor.

Bank confirmation - audit request (general).pdf

Business Banking Discharge Authority

This form should be used to authorise a Business Banking Discharge.

Consumer Data Right Nominated Representative Form

This form should be used to appoint or revoke a Nominated Representative to give, amend and manage authorisations to share CDR data from your organisation’s nominated facility or facilities with accredited data recipients.