Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia. Full details are available in Features by Geography.
Upload Documents Service Requests are requests that relate to an account, transaction and channel requests and require users to complete and submit the Instruction via a form. Where an approval is required, an Authorised Person/Signatory will sign the form. Service Requests may transition from a form request to a digitised request at a future date. Once digitised the request will move to the relevant menu.
The Service Requests you can see are based on:
- Your organisation’s jurisdiction – please refer to Service Request Types for more information.
- Your roles and permission settings – please refer to User Permissions for more information.
Upload Documents Service Requests screen
The Upload Documents Service Requests screen provides you with a list of all your current and past service requests that have been submitted for processing as well as those that have been completed, including:
- Investigate Payment & Transactions
Control Bar
| CONTROL BAR ITEM | DESCRIPTION |
|---|---|
| View | Change the View to My Requests, Requests Awaiting Approval, Requests Requiring Action, Pending, Successful, Unsuccessful or you can select and manage saved searches. |
| New | Click New to create a service request. |
| Search | Click Search to display or hide the Advanced Search search criteria fields. |
| Filter | Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records. |
| Refresh | Refresh the records on screen. |
| Export | Export the records on screen into a CSV file. |
| Settings | Use Settings to save the selected View as your default view that will be applied upon your next log in. |
Columns
- To sort columns, click the column heading. The column will reorder in ascending order. Click again to order in descending order.
- To customise the column order, click the column you want to move and then drag and drop the column to your preferred order
- To hide columns, right-click any column heading and untick the checkboxes that appear next to the column name in the pop-up
- To reset columns, right-click any column heading, scroll down and click Reset Grid Columns
The application will remember these changes.
| COLUMN | DESCRIPTION |
|---|---|
| Request ID | System generated Request ID. |
| Account Number | Account Number the service request has been raised against. |
| Account Name | Account Name of the account the service request has been raised against. |
| Legal Entity | Legal Entity that the account belongs to. |
| Creation Date | The date the service request was created. |
| Created By | The name of the user who created the service request. |
| Last Action Date | The date on which the last action was performed on the service request. |
| Last Actioned By | The name of the user who has performed the action on the service request. |
| Completion Date | The date on which the service request was completed. |
| Request Status | The status of the service request. |
| Request Type | The type of service request. |
| Last Approver 1 | The name of the user who has performed the first approval on the service request, if applicable. |
| Last Approver 2 | The name of the user who has performed the second approval on the service request, if applicable. |
| Your Reference | The reference entered by the user who created the service request. |
| Jurisdiction | The jurisdiction of the account the service request has been raised against. |
| Due By | The date the service request is due for completion. |
Australia
Payments & Transactions
Facilities
Manage BPAY Facility
Amend the details of, transfer or close your BPAY facility.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Manage BPAY Facility under Facilities category |
| 4 | Click to Download the BPAY amendment form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Manage Bureau Facility
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Manage Bureau Facility under Facilities category |
| 4 | Click to Download the ANZ Bureau lodgement form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Accounts & Legal Entities
Accounts & Legal Entities
Amend Group Mandate
Add or delete a legal entity to/from a group mandate.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Amend Group Mandate under Accounts & Legal Entities category |
| 4 | Click to Download the Amend Group Mandate form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Amend Legal Entity Name
Amend a legal entity name for your legal entity and account(s).
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Amend Legal Entity Name under Accounts & Legal Entities category |
| 4 | Click to Download the Amend Legal Entity Name form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
Ensuring the selected account matches at least one of the accounts provided on the form.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Amend Liquidator/Receiver/Administrator
Add an administrator/liquidator/receiver for your legal entity and account(s).
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Amend Liquidator/Receiver/Administrator under Accounts & Legal Entities category |
| 4 | Click to Download the Amend Legal Entity Administrator/Liquidator/Receiver form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
Ensuring the selected account matches at least one of the accounts provided on the form.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Close Account
Close an account with the option of removing from your digital channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Close Account under Accounts & Legal Entities category |
| 4 | Click to Download the Close Account form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
Ensuring the selected account matches at least one of the accounts provided on the form.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Open Account
Open an account with the option of adding to your digital channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Open Account under Accounts & Legal Entities category |
| 4 | Click to Download the Open Account form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Read and tick the declaration checkbox in the Important Information section
|
| 10 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 11 |
In the confirmation pop-up window, choose your next course of action:
|
Paper Signatories
Add Paper Signatories
Add an authorised signatory to your account and/or digital channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Add Paper Signatories under Paper Signatories category |
| 4 | Click to Download the Add Signatory form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Read and tick the declaration checkbox in the Important Information section
|
| 10 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 11 |
In the confirmation pop-up window, choose your next course of action:
|
Amend Paper Signatories
Amend the details including, legal name, contact details and specimen signature of an authorised signatory.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Amend Paper Signatories under Paper Signatories category |
| 4 | Click to Download the Amend Signatory form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Delete Paper Signatories
Delete an authorised signatory from your account and/or digital channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Delete Paper Signatories under Paper Signatories category |
| 4 | Click to Download the Delete Signatory form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Digital Channel
Users
Add User to Digital Channel
Add a user to your digital channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Add User to Digital Channel under Users category |
| 4 | Click to Download the Add User to Digital Channel form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Read and tick the declaration checkbox in the Important Information section
|
| 10 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 11 |
In the confirmation pop-up window, choose your next course of action:
|
Amend User on Digital Channel
Amend a user on your digital channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Amend User onDigital Channel under Users category |
| 4 | Click to Download the Amend User of Digital Channel form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Read and tick the declaration checkbox in the Important Information section
|
| 10 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 11 |
In the confirmation pop-up window, choose your next course of action:
|
Delete User from Digital Channel
Delete a user from your digital channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Delete User from Digital Channel under Users category |
| 4 | Click to Download the Delete User from Digital Channel form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Accounts
Add Account to Digital Channel
Add an account to your digital channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Add Account to Digital Channel under Accounts category |
| 4 | Click to Download the Add Account to Digital Channel form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Read and tick the declaration checkbox in the Important Information section
|
| 10 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 11 |
In the confirmation pop-up window, choose your next course of action:
|
Amend Account on Digital Channel
Amend the functionality or product entitlements for an account on your digital channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Amend Account on Digital Channel under Accounts category |
| 4 | Click to Download the Amend Account on Digital Channel form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Read and tick the declaration checkbox in the Important Information section
|
| 10 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 11 |
In the confirmation pop-up window, choose your next course of action:
|
Delete Account from Digital Channel
Delete an account from your digital channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Delete Account from Digital Channel under Accounts category |
| 4 | Click to Download the Delete Account from Digital Channel form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Legal Entities
Add Legal Entities to Digital Channel
Add a legal entity to your ANZ Transactive - Global site.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Add Legal Entity to Digital Channel under Legal Entities category |
| 4 | Click to Download the Add Legal Entity to Digital Channel form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Amend Legal Entity on Digital Channel
Add or delete accounts for a legal entity registered to your ANZ Transactive - Global site.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Amend Legal Entity on Digital Channel under Legal Entities category |
| 4 | Click to Download the Amend Legal Entity on Digital Channel form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Delete Legal Entity from Digital Channel
Delete a legal entity from your ANZ Transactive - Global site.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Delete Legal Entity from Digital Channel under Legal Entities category |
| 4 | Click to Download the Delete Legal Entity from Digital Channel form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Others
Add Loan Deal to Digital Channel
Add a loan deal to your ANZ Transactive - Global site.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Add Loan Deal to Digital Channel under Others category |
| 4 | Click to Download the Add Loan Deal to Digital Channel form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Read and tick the declaration checkbox in the Important Information section
|
| 10 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 11 |
In the confirmation pop-up window, choose your next course of action:
|
Amend Billing Details
Amend the billing details including, account, invoice delivery details or method for your digital channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Amend Billing Details under Others category |
| 4 | Click to Download the Amend Billing Details form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Amend Digital Channel Details
Amend the details including, administration model or functionality of your digital channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Amend Digital Channel Details under Others category |
| 4 | Click to Download the Amend Digital Channel Details form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|
Close Digital Channel
Close Digital Channel
Close your Digital Channel.
| STEP | DESCRIPTION |
|---|---|
| 1 | Click Service Requests > Upload Documents from the menu |
| 2 | Click New on the control bar |
| 3 | Click Close Digital Channel under Close Digital Channel category |
| 4 | Click to Download the Close Digital Channel form |
| 5 |
Complete all required details and print the form.
If the Declaration and Execution sections are present within the printed form, it will need to be signed by the appropriate authorised persons in your organisation. Contact your ANZ representative if you need to identify these authorised persons.
|
| 6 |
Upload the completed form (signed version if required) along with any required supporting documentation and follow the instructions to submit your service request.
|
| 7 |
If required, click Restricted View
If a file is flagged with 'Restricted View', the uploaded file will only be able to be viewed by the User who uploaded it. ANZ recommends 'Restricted View' is selected for sensitive and/or personal documents.
|
| 8 |
If required, enter your reference
|
| 9 |
Click Submit
RESULT: Your request has been submitted to the bank for processing.
|
| 10 |
In the confirmation pop-up window, choose your next course of action:
|