A Hero rate or Zero fees at selected ATMs.

A Hero rate
or Zero fees
at selected
ATMs.
It’s easy to open your
Bankwest Hero Transaction
account or Bankwest Zero
Transaction account.
Here’s how:
Now that you have downloaded the Bankwest
Hero Transaction and Bankwest Zero Transaction
Application form, complete the privacy statement
and application form and place them into an
envelope addressed to:
ankwest New Accounts Team
B
Reply Paid 2072
PERTH WA 6846
If you are a new Bankwest customer you will need
to take the Bank@Post 100 Point ID Check form
to your nearest Bank@Post Australia Post outlet,
along with your completed Application Form
(in the envelope as described above).
Australia Post will process your 100 Point ID Check
forms (and any opening deposit), and then forward
all documents to Bankwest so we can open your
account/s.
Your account/s could take up to 15 days to open,
depending on where you live, and how long it
takes us to get your documents.
If you are an existing Bankwest customer who
has completed a 100 point ID check, you can
simply return your application directly to us at
the above address.
Please note that if you only hold a Bankwest Smart
eSaver, TeleNet Saver and/or Bankwest tddirect
account with us, you will need to complete a 100 Point
ID Check as described above.
It’s that simple! If you have any questions, just call
us on 13 17 18.
What you need:
What you need to enclose with the
application form:
• Tax File Number
• Employer phone number, as listed in White Pages
(or Accountant phone number if self-employed)
• Income details
• Asset details (value of property/ car/ household
effects/ savings/ other)
• Liability details (for debts such as home loans and
credit cards, the lender/ monthly repayments/
balance/ limit of each debt)
• If you’re new to Bankwest, complete the
“100 Point Identification Check” and attach it to
your application.
What you need to enclose with
the application form:
• Evidence of ability to deposit $2,000 per month into
the account (e.g. 2 recent consecutive payslips or a
recent bank statement showing sufficient credits to
the account)
Application Form
Bankwest Hero Transaction Account & Bankwest Zero Transaction Account
Application form
Bankwest Hero Transaction Account & Bankwest Zero Transaction Account
Bank Use Only
BSB
Service Ctr
Account Number
LendNetNumber
ABN 22 050 494 454
Fin Inst 12
This account is for customers 18 years of age or older who do not already hold a Bankwest Hero Transaction Account or a Bankwest Zero
Transaction Account. There is a limit of one Bankwest Hero Transaction OR Bankwest Zero Transaction Account per person, whether as a
single or joint account holder.
Please complete all the details in BLOCK CAPITALS using an ink or ball point pen and tick where applicable.
Part 1: Personal Details
Title & Family Name (Applicant 1)
Title & Family Name (Applicant 2 - if applicable)
Given Names in full
Given Names in full
Date of Birth
Gender
Date of Birth
Postal Address
Postal Address
Postcode
Residential Address
Postcode
Previous Address
Postcode
Previous Address
Postcode
Time at Current Address
Years
Home Telephone
Time at Previous Address
Months
)
Mobile Phone
(
Postcode
Residential Address
(
Gender
Years
Work Telephone
(
Time at Current Address
Months
)
Years
Home Telephone
(
Email Address
Postcode
Time at Previous Address
Months
)
Mobile Phone
)
(
CIF Keys (Bank use only)
Years
Work Telephone
(
Months
)
Email Address
)
CIF Keys (Bank use only)
Part 2: Further Information
Applicant 1
Existing Bankwest customer? Yes
No
If you are not an existing Bankwest customer, please specify
a password for your account (between 6 and 10 characters)
Applicant 2 (if applicable)
Existing Bankwest customer? Yes
No
If you are not an existing Bankwest customer, please specify
a password for your account (between 6 and 10 characters)
Password - 1st Applicant (can contain alpha-numeric and/or punctuation characters.
Password - 1st Applicant (can contain alpha-numeric and/or punctuation characters.
This password is important for identification purposes
This password is important for identification purposes
Same characters cannot be repeated consecutively e.g. aa 11)’’
Same characters cannot be repeated consecutively e.g. aa 11)’’
Please note that you are required to deposit a minimum of $2,000 into your Bankwest Hero Transaction Account/Bankwest Zero Transaction Account per calendar
month. You must submit evidence of your ability to meet this deposit requirement with this application (e.g. 2 recent pay slips or bank statements). If this evidence is
not provided, this application will be rejected. Because this account has a credit component, please also note that you will be subject to a credit check as part of this
application. Bankwest reserves the right to reject this application on the basis of the credit check.
Please select a product - Hero or Zero (tick one box only):
Bankwest Hero Transaction Account
(interest paid on balances up to $5,000)
B
ankwest Zero Transaction Account
(no interest and no ATM fees at selected ATMs)
If you haven’t already supplied us with your Tax File Number (TFN), please fill in the below section.
Tax File Number* or Exemption
Applicant 1
Title First Name/s
Date of Birth
Applicant 2
(If applicable)
Surname
Tax File Number-
Title First Name/s
Date of Birth
Surname
Tax File Number-
Part 3: Financial Information
Residential Status (Applicant 1)
Residential Status (Applicant 2)
Owner
Mortgage
Living with parents
Renting
Boarding
Other
Employment Details (Applicant 1)
Owner
Mortgage
Living with parents
Renting
Boarding
Other
Employment Details (Applicant 2 - if applicable)
Occupation
Employer
Occupation
Employment Status
Employer
Employment Status
Full Time Part Time Casual
Full Time Part Time Casual
Self Employed Unemployed
Student
Self Employed Unemployed
Student
Time with current employer
Years
Months
Time with current employer
Years
Months
If less than 2 years, time with previous employer
If less than 2 years, time with previous employer
Years
Months
Employer Phone Number (if self employed provide phone no. of Accountant)
( )
(As listed in the White Pages)
You agree that we may contact your Employer/Accountant to confirm details
( )
(As listed in the White Pages)
You agree that we may contact your Employer/Accountant to confirm details
Income (Applicant 1)
Income (Applicant 2 - if applicable)
Annual Gross Income
Years
Months
Employer Phone Number (if self employed provide phone no. of Accountant)
Partner’s Annual Gross Income
$
Other Regular Income
$
Annual Gross Income
Partner’s Annual Gross Income
$
Other Regular Income
$
$
$
Dependents supported by this income (don’t forget yourself!)
Dependents supported by this income (don’t forget yourself!)
Number of Adults
Number of Adults
Number of Children
Assets (Applicant 1)
Assets (Applicant 2 - if applicable)
Property Car
$
Other $
Household Effects
$
Savings
$
$
Monthly
Repayments
Car
$
$
Household Effects
$
Savings
$
$
Liabilities (Applicant 2 - if applicable)
Balance
Limit
Housing Loans
Lender
Monthly
Repayments
Balance
Limit
Housing Loans
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Other Loans
Other Loans
Credit Cards/ Store Cards/ Charge Cards
Credit Cards/ Store Cards/ Charge Cards
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Monthly Rent/ Board Payable
$
Property Other Liabilities (Applicant 1)
Lender
Number of Children
Monthly Family Maintenance
$
$
Monthly Rent/ Board Payable
$
Monthly Family Maintenance
$
* Collection of Tax File Number information is authorised and its use and disclosure are strictly regulated by the tax laws and the Privacy Act. You don’t have to provide
your Tax File Number (“TFN”) or exemption, but if you don’t, tax may be taken out of your interest at the highest marginal tax rate plus the Medicare levy. This section
will be securely destroyed immediately after your account has been opened.
It is the customer’s responsibility to provide a valid TFN. If an invalid TFN is provided, Bankwest is under no obligation to investigate the issue nor refund any subsequent
tax deducted from the customer’s account as a result of the error.
Part 4: Facilities
Applicant 1
Applicant 2 (if applicable)
MasterCard Debit Card or
Colour Choice
(Black, Blue, Green, Orange, Pink, Red)
MasterCard Debit Card or
Bankwest Debit Card
Bankwest Debit Card
Cheque Book
Cheque Book
Colour Choice
(Black, Blue, Green, Orange, Pink, Red)
Part 5: Privacy Statement & Consent to Use Your Information
This statement explains how the Bank (“we/us”) collects, uses and discloses personal information. Personal information is information about, and which identifies, an
individual, including information about credit worthiness, standing, history and capacity.
When you give us personal information about another person, you represent that you are authorised to do so and agree to inform that person who we are, that we will
use and disclose that information for the relevant purposes set out below and that they can access the information we hold about them.
A) Purposes for which we collect and use personal information
You agree that personal information about you provided to us at any time in regard to a facility may be held and used by us to assess and process the application for
the facility, establish, provide and administer the facility, execute your instructions and, as relevant, comply with legislative/regulatory requirements, consider other
applications you make, perform administrative tasks including systems development, testing, credit scoring and training, manage our rights/obligations regarding
external payment systems, conduct market/customer satisfaction research, develop and administer arrangements with organisations for the promotion, administration
and use of our and their products/services, develop and identify products/services that may interest you, and tell you about them (unless you ask us not to). You also
consent to our collection of sensitive personal information (e.g. about health, religion or criminal record).
You agree that in assessing your application we may seek and obtain personal information about you from a credit reporting agency, other financial institutions or credit
providers and may give personal information about you to other financial institutions or credit providers. We are required by law to collect information to identify and
verify you. Also, without your information, we may not be able to provide a facility.
B) Disclosure of personal information
You agree we may collect personal information about you from, and disclose it to, as appropriate, credit reporting agencies, debt collecting agencies, our related
bodies corporate, assignees, agents, contractors and external advisers, organisations for verifying your identity, your agents, advisers, referees, executor,
administrator, trustee, guardian or attorney, law enforcement, regulatory and government bodies, anyone who introduces you to us, your franchisor, payment systems
operators, your and our insurers or prospective insurers and their underwriters, your current and prospective coborrowers and guarantors, any person we consider
necessary to execute your instructions, other organisations with whom we have arrangements (including our related bodies corporate) and their agents for the supply
and (unless you tell us not to) marketing of our respective products and services and any person considering purchasing the loan and their advisers and
representatives. You also agree to such disclosure to an organisation overseas which is not subject to privacy obligations equivalent to those applying to us.
C) Access to your personal information, contacting us and contacting you
You may access information we hold about you at any time in accordance with the Privacy Act 1988. Unless you ask us, by calling 13 17 18, not to contact you about
products and services and not to disclose your information to others for that purpose, you consent to us contacting you by telephone while you hold any facility with us
notwithstanding registration at any time of your telephone number on the Do Not Call Register.
D) Receiving commercial electronic messages
You consent to us sending commercial electronic messages (including messages about our products and services and the products and services of any third party) to
any electronic address which you provide or for which you are responsible. You warrant that you have authority, either as or on behalf of the electronic account holder,
to provide this consent and agree that until you withdraw your consent by providing written notice to us or using an unsubscribe facility in the message, we may continue
to send commercial electronic messages to those addresses.
Part 6: Acceptance of conditions
I/We agree to the conditions of the Bankwest Hero Transaction Account / Bankwest Zero Transaction Account which are contained in the relevant Product
Disclosure Statement.
Unless I/we agree otherwise, I/we confirm that the postal address of the first applicant will be the nominated address for the issue of all written correspondence.
This document forms part of my/our agreement with Bankwest in relation to the account I/we open.
I/We confirm I am/we are 18 years of age or older.
I/We agree to the terms of the Privacy Statement and Consent to Use Your Information in Part 5 of this form.
I/We acknowledge this is an application for credit and consent to a credit check as part of this application.
Signature - 1st Applicant Date Once complete, place all pages into an envelope addressed to:
Bankwest New Accounts Team
Reply Paid 2072
PERTH WA 6846
Signature - 2nd Applicant (if applicable) Date
Bank of Western Australia ltd. ABN 22 050 494 454 AFSL 236872
Customer Identification Check
for Bankwest Personal Accounts
If you are a new Customer to Bank of Western Australia Ltd. (Bankwest) you will need to
provide identification.
This is a legislative requirement that needs to be completed when accounts are opened or when certain designated
services are requested. You can visit your local Bankwest Customer Service Centre or alternatively an Australia
Post Bank@PostTM outlet in person to be identified.
Using your local Australia Post Bank@Post outlet
Step 1: Take your completed form along with your original documentation to an Australia Post Bank@Post outlet.
Step 2: The Australia Post outlet will confirm your details and forward the form to us.
Step 3: Once the form is received and verified we will send you your account details.
Documents used must be current, contain your full name and either, or both of, your residential
address &/or date of birth.
Types of Identification
It is a legislative requirement that signatories obtaining a designated service are fully identified. The
information we collect from you will be verified by the information contained in the documents you produce
in support of your application.
To verify the details you have provided through Australia Post you will need to achieve 100 points of
identification. The ID documents which may be used are listed below.
Please Note: One Primary Document must be provided and/or a secondary document with a
photograph and supported with secondary documents to total 100 points.
Primary Documents 70 Points
Australian Passport (Current or less 2 Years Expired)
Current Foreign (International) Passport
Birth Certificate
Australian Birth Certificate or Extract
Australian Citizenship Certificate
* If you are a child under the age of 18 (non-signatory), you need only provide a birth certificate to reach 100 points.
Secondary Documents with a photograph 40 Points
Current Australian Driver’s Licence
Secondary Documents 40 Points
Current Interim Australian Driver’s Licence / Learners Permit (without photo)
Secondary Documents 25 Points
Current Australian Government issued Benefits Card (eg Social Security, Health Care or Pension Card)
Government Authority ID Card (e.g. Government issued Proof of Age Card or NSW Photocard)
Council Rates Notice (e.g. Shire) (less than 12 months old)
Utility Bill (e.g. Electricity, Gas, Water, Telephone) (less than 3 months old)
The documents you provide must be valid and clearly show your full name plus either, or both of, your residential address and/or date
of birth. Your signature and photograph (as applicable to the document type) will also be clearly shown.
If you have any questions about completing this form please call 13 17 18
Bank of Western Australia Ltd.
ABN 22 050 494 454 AFSL 236872
1 Customer Details
Applicant
Name
(BLOCK LETTERS PLEASE)
PLEASE USE BLACK INK
Surname
Date of Birth (DOB)
/
Dr Mr Mrs
Ms Miss
Gender
/
M
F
Middle Name
Unit/Street Number
Street Name
Suburb/City
Mailing
Address
Agency Banking
Applicant 1
First Name
Residential
Address
Bank@Post
TM
100Point
Point Identification
Identification Check
100
Check
forBankWest
Bankwest Personal
for
PersonalAccounts
Accounts
Unit/Street/PO Box Number
State
Postcode
State
Postcode
Street Name
(if different)
Suburb/City
Telephone
Numbers
Home
Work
Fax No. Work
(
(
(
)
)
)
2 Customer Identification Details - Sight original documents only - not copies. All documents must be in the current name of the applicant.
Primary or First Document
Second Document
Third Document
Fourth Document
Document Type
Document
Issued by:
Document No.
Date of Issue
Place of Issue
Expiry Date
Photo or
Signature on ID
Yes
Date of Birth
Yes
If shown, does
DOB match above?
Does Residential
Address match
above? (if shown)
Australia Post
Use Only
/
/
/
/
/
/
/
/
/
/ 20
/
/ 20
/
/ 20
/
/ 20
No
Yes
No
Yes
Not shown
Not shown
Yes
No
Yes
Yes
Not shown
No
Yes
Not shown
Yes
Not shown
Where shown, the Date of Birth must be the same across all documents
Yes
Yes
Not shown
Not shown
Yes
Not shown
Where shown, the Residential Address must be the same across all documents
Points
$
Points
Points
Total
Points
Points
3 Customer Signature
I certify the above particulars to be correct
/
/
Date
Applicant's Signature
Australia Post Use Only
Please check each of the boxes to indicate that all actions have been completed:
100 Point Identification Check completed (if 100 points are not scored, do not
accept application)
Customer's signature above matches signature on ID documents
Deposit slip has been completed
*977 012
Name of Checking
Officer (BLOCK LETTERS)
Amount
deposited
Record details of application under *977 012
Signature
Name of
Postal Outlet
Give the customer a copy of the EPOS receipt
Attach the other EPOS transaction receipt and the deposit slip to this
application form and mail to BankWest as per address on the receipt
Postcode
(BLOCK LETTERS)
Date
/
/
Australia Post Disclaimer
Australia Post is acting as an agent for
BankWest to identify you under
requirements set out by the Financial
Transaction Reports Act.
BankWest Customer Reference Number
Your application will be forwarded to
BankWest who will determine whether an
account will be established.
BankWest is required to provide account holders
with certain information. This information will be
sent to you when and if your application is
approved.
Bank of Western Australia Ltd.
ABN 22 050 494 454 AFSL 236872
1 Customer Details
Applicant
Name
(BLOCK LETTERS PLEASE)
PLEASE USE BLACK INK
Surname
Date of Birth (DOB)
/
Dr Mr Mrs
Ms Miss
Gender
/
M
F
Middle Name
Unit/Street Number
Street Name
Suburb/City
Mailing
Address
Agency Banking
Applicant 2
First Name
Residential
Address
Bank@Post
TM
100Point
Point Identification
Identification Check
100
Check
forBankWest
Bankwest Personal
for
PersonalAccounts
Accounts
Unit/Street/PO Box Number
State
Postcode
State
Postcode
Street Name
(if different)
Suburb/City
Telephone
Numbers
Home
Work
Fax No. Work
(
(
(
)
)
)
2 Customer Identification Details - Sight original documents only - not copies. All documents must be in the current name of the applicant.
Primary or First Document
Second Document
Third Document
Fourth Document
Document Type
Document
Issued by:
Document No.
Date of Issue
Place of Issue
Expiry Date
Photo or
Signature on ID
Yes
Date of Birth
Yes
If shown, does
DOB match above?
Does Residential
Address match
above? (if shown)
Australia Post
Use Only
/
/
/
/
/
/
/
/
/
/ 20
/
/ 20
/
/ 20
/
/ 20
No
Yes
No
Yes
Not shown
Not shown
Yes
No
Yes
Yes
Not shown
No
Yes
Not shown
Yes
Not shown
Where shown, the Date of Birth must be the same across all documents
Yes
Yes
Not shown
Not shown
Yes
Not shown
Where shown, the Residential Address must be the same across all documents
Points
$
Points
Points
Total
Points
Points
3 Customer Signature
I certify the above particulars to be correct
/
/
Date
Applicant's Signature
Australia Post Use Only
Please check each of the boxes to indicate that all actions have been completed:
100 Point Identification Check completed (if 100 points are not scored, do not
accept application)
Customer's signature above matches signature on ID documents
Deposit slip has been completed
*977 012
Name of Checking
Officer (BLOCK LETTERS)
Amount
deposited
Record details of application under *977 012
Signature
Name of
Postal Outlet
Give the customer a copy of the EPOS receipt
Attach the other EPOS transaction receipt and the deposit slip to this
application form and mail to BankWest as per address on the receipt
Postcode
(BLOCK LETTERS)
Date
/
/
Australia Post Disclaimer
Australia Post is acting as an agent for
BankWest to identify you under
requirements set out by the Financial
Transaction Reports Act.
BankWest Customer Reference Number
Your application will be forwarded to
BankWest who will determine whether an
account will be established.
BankWest is required to provide account holders
with certain information. This information will be
sent to you when and if your application is
approved.