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Account alteration
Wealth Superannuation Master Trust & Investment Service
March 2016
Oasis Fund Management Limited (Trustee/Operator)
ABN: 38 106 045 050, ADSL: 274331, RSE License: L0001755
Client
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How to fill out account alteration
How to fill out account alteration
01
To fill out an account alteration, follow these steps:
02
Begin by opening the account alteration form.
03
Fill in your personal information accurately, including your name, address, and contact details.
04
Provide the necessary details about your current account, such as the account number and type.
05
Clearly state the changes you wish to make to your account, whether it's updating personal information, adding or removing account holders, or modifying account features.
06
If required, attach any supporting documents or identification proofs as specified in the form.
07
Double-check all the details you have entered to ensure accuracy.
08
Sign the form and date it.
09
Submit the completed form either by visiting the bank in person or by sending it via mail or email.
10
Wait for a confirmation or further instructions from the bank regarding your account alteration request.
11
Keep a copy of the filled-out form for your records.
Who needs account alteration?
01
Account alteration may be needed by individuals or businesses in various situations:
02
- If you have changed your name due to marriage, divorce, or legal reasons, you may need to alter your account information accordingly.
03
- If you have moved to a new address, updating your account details ensures that all communication reaches you correctly.
04
- In cases where you want to add or remove joint account holders, an account alteration request must be made.
05
- When you wish to change your account type, such as upgrading to a premium account or switching to a different banking package, an account alteration is necessary.
06
- If you need to update your contact information, such as phone number or email address, an account alteration form needs to be filled out.
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- Business entities undergoing rebranding, restructuring, or ownership changes may require account alteration to reflect the modified information.
08
It's advisable to check with your bank or financial institution for specific requirements and procedures regarding account alteration.
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