NAB Connect Application Form at a glance
What it is: The NAB Connect Application Form has Section A Customer information, Section B Completion of NAB Connect Profile - delegation to Nominated Authority and Section C Applicant Declaration and Execution.
Who signs: If You are a company, this Application Form must be signed by either two directors or a director and secretary, unless You are a single director and shareholder company, in which case it must be signed by that single director. If You are, for example, a partnership or association, this Application Form must be signed in accordance with Your partnership deed or association constitution. Please enter the name and title of the signatories.
A filled-in NAB Connect Application Form example: a company applies for NAB Connect
How to fill out NAB Connect Application Form, box by box
Customer information
Enter the full legal name of your business (including details of any trust, if acting as trustee) and the ABN, ACN or ARBN.
To assist with identification, list a NAB Business account that is in Your business name, with its BSB number and Account number. Do NOT list an account that is in a different business name to the one You provided (eg. associated with a different ABN).
Direct Entry required?
Indicate if you require access to Direct Entry (enables you to import payroll and other payment files from accounting systems). Direct Entry required? Yes No. If you require access to Direct Entry, complete the Credit User Application on page 6 by inserting Your business name and signing in Section C of the Credit User Application.
If You currently use National Online, enter Your current National Online Site ID. Do You wish to replicate the accounts and services as per Your National Online setup?
Business address
For the Business address, enter the Level/office number, Street number, Street name, Suburb, State, Postcode and Country.
Postal address (if different to business address)
For the Postal address (if different to business address), enter the Level/office number or PO Box, Street number, Street name, Suburb, State, Postcode and Country.
Receipt of Electronic Notices
By selecting Yes, You elect to receive important information (including changes to terms and conditions) from National Australia Bank Limited by having to retrieve it from the NAB Connect Channel or, at National Australia Bank Limited's election, by email instead of being sent it in paper form (eg mail or fax).
Enter the Work email address for electronic notices. The nominated email address should be checked regularly and any changes to it notified to National Australia Bank Limited promptly. Note: this must be a business email address. Internet-style accounts, eg. 'Hotmail', are not acceptable.
Section B Completion of NAB Connect Profile
Under You appoint and authorise, enter the Title, First name, Middle name, Last name, Job title, Work phone (including area code), Mobile phone and Work email address.
Please select a preferred day of the week (Monday - Friday) and select Morning or Afternoon for NAB to call Your Nominated Authority. If no preferred day and time is provided NAB will call your Nominated Authority at the first opportunity.
Your work email address and promotion code
Please provide Your work email address so NAB can send You a summary of Your NAB Connect Profile. It is important that You review this carefully to ensure that all selections match your intentions. This should be an email address for the receipt of correspondence intended for Directors. Please do not supply Your Nominated Authority's address.
Enter the Promotion code.
Signatories for the Applicant
For each signatory, enter the Name and Job Title, sign on the Signature line and enter the Date.
Each signatory for the Applicant acknowledges and declares that he or she has the necessary authority to bind the Applicant named in Section A in respect of which he or she executes this NAB Connect Application form.
Section D NAB use only
Section D NAB use only - to be completed by the Banker.
Section E Related party accounts
You may have related party accounts or cards in a different name to your main business listed in section A (such as personal accounts or other business accounts). If you wish to add these to NAB Connect please complete the details on page 5.
If you wish to add these to NAB Connect please list the details. Each account listed should be signed for by the relevant authorised signatory/s of that account. Enter the BSB number, Account number or card number and Account name. Each authorised signatory of the account enters the Name, signs on the Signature line and enters the Date.
Credit User Application
Banker Instruction: Section 9 must be completed only where Credit Users are Responsible Entities/Trustees/Managers of Trusts, Superannuation Funds etc. Before proceeding with this application the User FI (NAB) must undertake the requirements outlined in clause 6.11 of Bulk Electronic Clearing System (CS2) Procedures to ascertain whether this clause will apply. If this clause will apply, the Banker completes entity name/s in appropriate spaces and checks box 'Clause 9 applies'. If clause 9 does not apply, proceed to Part C.
Enter the Company name ('Credit User').
Enter the Date and the Signature, name and title.
More rules for NAB Connect Application Form
NAB Connect gives You the ability to establish payment authorisation rules and segregation of duties to suit Your business and risk profile. NAB strongly recommends that You set up all payments to be authorised by at least two people.
Common questions about NAB Connect Application Form
Where do I file it?
Please mail your completed and signed Application Form to: NAB Connect Reply Paid 87274 Knox City Centre, VIC 3152
Sources
[1] NAB Connect Application Form, National Australia Bank Limited (the Official source link on this page).