NAB Internet Banking and NAB Telephone Banking
– Authorised User Nomination
Please use blue or black pen and write in BLOCK LETTERS
This form is to be completed for persons who are not account owners and wish to have internet or telephone banking access.
For account owners use the Account Authority Card (191-337)
Will the Authorised User be using their own NAB ID or will a new NAB ID be issued to them?
Existing NAB ID: T
his grants the Authorised User full access to the nominated accounts in Section 3. Note: a new NAB ID can
be issued to restrict the Authorised User’s access to the nominated accounts. Complete Sections 1, 3 & 4
New NAB ID: T
he Authorised User’s access level to the nominated accounts is set out in section 2. Complete Sections 1, 2 & 4
Section 1
Name of Account Holder Granting Authority
Company/Business Name
ABN/ACN (if Applicable)
Customer 1 Surname
Given name(s)
Customer 3 Surname
Given name(s)
Customer 2 Surname
Given name(s)
Customer 4 Surname
Given name(s)
Section 2a Nominated Accounts
Authorised User only
Telephone Banking (TB) / Internet Banking (IB)
Account name
Account number
Account Access
✓ Enable ✗
Debits
Credits
Disable
Redraw
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
TB /
IB
* If more than 6 accounts are required, please complete and attach an additional Authorised User Nomination form.
Section 2b Authorised User (nominated by Account Holder and requiring new NAB ID)
Surname
Given names
Customer number (Banker to complete)
Authorised User’s Signature
Date
✗
/
/
Privacy: NAB collects the information in Sections 2a and 2b as required by Commonwealth legislation, for the purpose of processing a request to create an
authorised user, of issuing a new NAB ID to an Authorised User of an account, or of identifying the user of existing additional NAB IDs issued for accounts. If this
information is not provided to NAB, NAB cannot process the request or issue the new NAB ID, and the account access given by any existing additional NAB ID will
be limited to inquiry access only. You can gain access to your personal information, subject to some exceptions allowed by law. Contact NAB on 13 22 65 or at
nab.com.au to get a form requesting access.
Nominated accounts (Note: The Authorised Users access levels are set out in Section 2c)
Section 2c Internet Banking / Telephone Banking Access to Accounts (Banker to complete)
Internet Banking
All accounts with Internet Banking enabled include bill payments (BPAY^1) and funds
transfer between linked accounts.
SMS Security enables additional pay anyone limits and ability to view and amend
customer contact details.
NAB ID
SMS Security Required
Internet
Banking
Pay Anyone Daily limit^2
Enabled $2500 $5000
Other Amount Mobile No.
3
(specify limit)^ (circle new or amendment)
3
or
new / amendment
$
1
^ Note: Transaction limits may apply to individual billers
^2 The pay anyone facility enables transfers to accounts at any Australian financial institution, including third party NAB accounts
^3 Pay anyone daily limits available are: $2500, $5000, $10,000, $15,000, $20,000
©2008 National Australia Bank Limited ABN 12 004 044 937
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Telephone Banking
CSR Assisted
Self Service
Tick one box
only
Tick one box
only
Can
Can’t
Update Update
Enquiry
Access
Only
Transaction
Access
or
Section 3
Authorised User’s Own NAB ID
Surname
Given names
NAB ID (Banker to complete)
Nominated Accounts
Note: The Authorised User is automatically granted full transacting access to the Nominated Accounts
Account number
Account number
Account number
Account number
Account number
Account number
Acknowledgement by Authorised User
Authorised User’s Signature
Name (Block Letters)
✗
Date
/
Section 4
/
Internet Banking / Telephone Banking Acknowledgement
I/we acknowledge and agree:
• I/we have received and read the terms and conditions for NAB Internet Banking and/or NAB Telephone Banking;
• I/we must ensure that any Authorised User nominated in either Sections 2(b) or 3 has read and understood the terms and conditions for NAB Internet Banking
and/or NAB Telephone Banking;
• that I/we will not disclose to any other person the NAB ID and password issued to me/us by NAB for use by an Authorised User;
• that each Authorised User nominated in either Sections 2(b) or 3 is able to access information about any Nominated Account and depending on the access level
granted by these nominations, can transact on those accounts;
• I/we are liable for use of NAB Internet Banking and/or NAB Telephone Banking by an Authorised User or with an Authorised User’s authority;
• this authority will continue until revoked by me/us in compliance with the terms and conditions for NAB Internet Banking/Telephone Banking and it is my/our
responsibility to inform the Authorised User of that revocation; and
• that I am authorised to sign this authority in accordance with the Account Authority Card.
Account holder/Customer 1’s signature
✗
Account holder/Customer 3’s signature
✗
Name & Title (BLOCK LETTERS)
Name & Title (BLOCK LETTERS)
Date
Date
/
/
/
Account holder/Customer 2’s signature
✗
/
Account holder/Customer 4’s signature
✗
Name & Title (BLOCK LETTERS)
Name & Title (BLOCK LETTERS)
Date
Date
/
/
Section 5
/
/
Banker Checklist
• Authorised User has received appropriate Terms and Conditions (Personal transaction and savings products OR Business products)
• Telephone banking temporary password has been given to the authorised user where applicable
• SMS eform has been completed if appropriate
• Signatures are in accordance with Account Authority Card
Input by
Compiled by
©2008 National Australia Bank Limited ABN 12 004 044 937
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