Authority Form Signing Guide: Checklist

Checklist

1. Confirm all details on the attached authority form(s) are correct.

• Account Name must match what is seen on the bank statement.
• BSB and Account Number(s) must match what is seen on your bank statement.
• Signatories listed are the owner(s) of the account(s).
• If the account(s) has more than one signatory, a minimum of two must sign. 
  • NOTE: Macquarie Bank, Commonwealth Bank, and ANZ require all signatories to sign the form if there are multiple.
• Signatures must be registered/up to date with the bank (banks will only approve signatures that match their records).
• Banks will accept handwritten account details with the exception of Commonwealth Bank.

2. Ensure you sign and date the form in the appropriate fields.

• The signatories’ names will already be pre-filled. Alternatively, you may also edit the names of the signatories after you have generated the authority form.
• The forms need to be dated where applicable.
  • NOTE: The following banks will not accept authority forms that have been dated over 60 days:
    - Macquarie Bank
    - Commonwealth Bank
    - NAB

3. All completed forms should be returned to your accountant to upload directly into Simple Fund 360. Alternatively, you can email the PDF(s) to bankfeeds@bglcorp.com.au.

• For further instructions on how to upload an authority form directly to the software, please refer to the following BGL Help Article - Uploading BGL Bank Data Service Authority Forms.

4. The turnaround time for approval from the banks can be up to 10-15 business days. Please note that we have the processes in place to follow-up with the bank on any authority forms which have been outstanding for approval for longer than 10 business days.

5. All bank feeds for Westpac accounts are to be set up through Westpac Live online. For more information regarding Westpac’s online authorisation process, please refer to the links below.

• www.westpac.com.au/bankfeeds
• Westpac Bank Feed Online Authorisation Process