Forms & Information


Many NAB Connect Amendments can be completed online by a Security Officer+ user.

 

Refer to the quick reference guides below, if you need to;

 

Alternatively, the NAB Connect Amendment Form can be used to:

  • Add a selection of Specialised Services
  • Upgrade existing Authorising users to Security Officer+ users
  • Add new Security Officer+ users
  • Change your Security settings
  • Add other Accounts or Entities

For more information on other self service functionality, head to the Admin section.

 

For Terms & Conditions, please refer to  NAB Digital Business Channels (NAB Connect)

Forms should be downloaded, rather than opened directly. Right-click and select Save As to download.

  •  
    The NAB Connect Amendment Form can be used to:
    • Add a selection of Specialised Services
    • Upgrade existing Authorising users to Security Officer+ users
    • Add new Security Officer+ users
    • Change your Security settings
    • Add other Accounts or Entities

    To request these changes, email your completed and signed form to NABConnect.Onboarding@nab.com.au

  • Credit User Application Form

    NAB Connect’s payment services allow you to process payments using the Bulk Electronic Clearing System (BECS) also known as Direct Entry (DE). BECS is commonly used to process payment files that have been prepared by accounting software and subsequently uploaded or imported into bank payments software.

    NAB Connect’s payment services allow you to upload and process Direct Credit, Payroll and Executive payroll files. To use these services you must be a registered Direct Entry Credit User, and have been supplied with a Direct Entry Credit User ID.

    The form allows us to sponsor you as a Direct Entry Credit User and obtain a Direct Entry Credit User ID on your behalf so you can process your payments with NAB Connect’s Direct Credit, Payroll or Executive Payroll services.

    To use NAB Connect’s Direct Credit, Payroll or Executive Payroll services, at least one Direct Credit User ID must be linked.

  •  Authorising User – 100 Point Identification form (PDF,174KB)

    We’re required by law (Anti-Money Laundering & Counter-Terrorism Financing Act 2006) to get 100 points of id from all users prior to them authorising value transactions in NAB Connect.

    To do this, fill out the form and take it to any NAB branch or give it to your business banker.

  • Transaction Signing Change Request

    NAB Connect offers a “Transaction Signing Limit” by payment service.

    This means that the last Authorising User to authorise a payment has additional security steps to perform with their security token when a payment is equal to or over the Transaction Signing Limit set.

    Used correctly, this capability can reduce Your exposure to fraud by imposing these additional payment verifications. This process generates a one-time password that is unique to the payment being authorised to amend the default limit this form would need to be completed and returned.

  • MT940 Registration Form

    An MT940 is a SWIFT messaging type used specifically for the purpose of transmitting account information between financial instiutions.

    If a financial institution sends MT940 messages containing your account information to NAB, it can be made available from viewing within NAB Connect.

    By completing this form, you are providing NAB with both the relevant information and authority to register your other bank account within NAB Connect.