Easy Access Form - Broker Channel - FORM - Southern Cross Credit Union

Easy Access with Offset Application Form

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Step 1 of 3

Account Details

Individual or Joint Account*

Individual Account

Joint Account

All withdrawals and other transactions on this account linked to your customer number may be authorised by*

Any ONE of us

Only by ALL of us

Each joint account holder is individually liable for the full amount to the Credit Union on a joint account. The authority of all joint account holders is required for the following transactions:

Change in account operation authority (except that any joint account holder may by written notice to the Credit Union withdraw any joint account operation authority, in which event the authority will become ‘Only by all of us’).
Termination of account.
Pledging all or any part of any monies standing to the credit of a joint account as security.

Customer Details

Customer 1 Details

Are you an existing customer?*

Yes

Please state Customer Number

Title

Specify Title

Name*

First Name Last Name

Date of Birth*

Drivers Licence No.

Residential Address*

Street Address Address Line 2 Suburb / Town State Postcode Country

Mailing Address*

Same as Residential Address

Street Address Address Line 2 Suburb / Town State Postcode Country

Email address

Enter Email Confirm Email

Daytime Phone*

Home Phone

Mobile

What day would you prefer to be contacted?*

What time of day suits you best?*

Occupation

Tax Details¹

I certify that*

I am a tax resident of Australia

I am a foreign tax resident of another country for tax purposes

Please note, you will be required to complete an individual Tax Residency Form prior to opening account

Section A - Tax File Number ¹

Tax file Number

Exemption Category

Under 16

Aged Pension

Centrelink benefit

Non-Resident

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