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Key Account Services Forms

The forms below are for use by those with a current RaboDirect Intermediary Agreement in place

Application forms


A separate Tax Residency Self Certification Form - Personal will needed to be completed with all personal, joint, children's, and sole trader applications. 


A separate Tax Residency Self Certification Form - Non-Personal will need to be completed with all business (including partership) and trust applications. 

Transactional forms

Intermediary Authorisation form - for clients who have existing RaboDirect accounts that you would like linked to your RaboDirect relationship (allows you to receive reporting on those accounts and assist clients with the processing of transactions).

Transfer of funds form - to transfer funds between accounts

Term Deposit set up form - to set up a new Term Deposit

Change of nominated account form - for your clients to change the account to which money can be transferred out from their RaboDirect accounts

Open a PremiumSaver or PurposeSaver account - for your clients wishing to open additional on-call savings accounts (used if a standard RaboDirect account is already open) 

Any Questions?

Call us on 0800 564 672 (9am to 5pm, Monday to Friday)

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