Westpac Contacts_and_User_Guide

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Department of
Education and
Training Schools
Westpac
Contacts &
Checklist
Westpac Contacts
Vic Client Service
Types of Enquiries• Signatory Updates
Merchant Helpdesk
Business Online
Types of Enquiries
Types of Enquiries
• Technical Support
• Cards- New Facilities
• Reset Passwords
• Password Resets
• Card- changessignatory, limits, cancel
cards, new cards.
• Assistance in adding
users online
• Stationery Orders
• Changes to Official
Bank account.
• School name changes
• Online banking –
Administrator changes
03 9608 3975
vicclientservice@westpac.
com.au
• Assistance in
Administration tasks
• 1300 655 505
Visa Intellilink
• Reset Passwords
• 02 9767 0495
electronicreporting@west
pac.com.au
• Eftpos transactions
• Terminal Cancellations
• Statement Requests
• Settlement enquiries
• Chargebacks
• Facility amendmentscontact lists, trading
name, contact details.
• 1800 029 749
Page 2
Checklist
New Principal- forms to be completed
•
High Yield account - complete “Notice of Authority for addition to persons
authorised ”form * to add new principal and delete outgoing from signatories.
•
Card Facility – complete “Authorised Signatory/Verifying Officer Nomination” form
•
* to add new principal and delete outgoing from signatories
•
Card Facility- for new card complete “Electronic Cardholder Cover Letter &
Electronic Cardholder Application Spreadsheet”
•
Card Facility- complete “Commercial Card- Card Cancellation Request”- outgoing
Principal.
•
Online Banking to view bank statements for High Yield account – complete
“Nominate an administrator “ form
•
Merchants- advise Vic Client Service team of new authorised contact
Page 3
Checklist
Staff Changes- forms to be completed
•
Card Facility- complete for new staff requiring a Card “Electronic Cardholder
Cover Letter & Electronic Cardholder Application Spreadsheet”
•
Card Facility- complete for outgoing staff with Card “Commercial Card- Card
Cancellation Request”
•
Card Facility – complete if relevant to add/delete “Authorised Signatory/Verifying
Officer Nomination” form
•
High Yield account – complete if relevant to add/ delete staff “Notice of Authority
for addition to persons authorised ”form
•
Online Banking to view bank statements for High Yield account – complete if
relevant to add/delete an Administrator “Nominate an administrator “ form
Page 4
Checklist
Change to Official Account – forms to be completed
•
HYIA & BPay - complete “Amendment of Schools Official Bank Account” advice letter
•
Card Facility- complete “Request Direct Debit” form
•
Merchants- completed ‘Merchant- Request to Amend Account Details” form
*please note that all the above change requests will be loaded directly into Quickservice, using forms that
are accessible via this portal.
Page 5
Westpac Victorian Government Forms Website
•
The below site is for the Victorian state government and agencies to provide both
information and to assist with your transactional banking requirements, and the
forms that are commonly used.
•
Required forms are available on the below Website and via the Quickservice
portal, with the exception of the Change of Official Account advice letter. Some eforms will also be available to you via Quickservice.
•
https://www.westpac.com.au/corporate-banking/vic-government/
Logon: vicgov
Password: westpac2
Page 6
Westpac Victorian Government Forms Website
Page 7
Quickservice
•
QuickService is Westpac Institutional Banking's online portal which has been
purpose built for agencies of the Victorian Government to initiate and manage
service requests directly to their Westpac Client Service Team.
Page 8
Page 9
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