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Employee Benefits Card Implementation checklist

  
 
1

Please check that you complete all sections of the EBC implementation process:

  • Employee Brochures titled "Employee Benefits Card" including the "Employee Benefits Card – Cardholder Request" form and accompanying explanation on the need for a direct debit
  • Direct entry system file specification (technical information)
  • Instructions on canceling a card.
2
 Distribute Employee brochures, accompanying explanation and Salary Sacrifice Agreement to eligible employees and have completed forms returned to you. (Note: Ensure that your employees provide a residential address, PO Box details cannot be used).
3
 Verify that employee application is in the employee's correct legal name by sighting their licence or passport.
4
 Complete Employer Details on "Employee Benefits Card – Cardholder Request" received from employees:
5
 Ensure that your direct entry procedure (through payroll or via online banking can make the salary sacrifice deposits to the card accounts. (Refer additional instructions headed: "Making direct entry deposits to card accounts".
6

Fax completed Cardholder Request form to Westpac:

Attention: Team Leader
Commercial Cards New Business Unit
Fax Number: (02) 9374 7916

If you prefer to mail the forms then mail to the following address:

Private and Confidential
Team Leader
Commercial Cards New Business unit
Level 2 12-22 Langston Place
EPPING NSW 2121

or

PBI Benefit Solutions Pty Ltd
Suite 406, Level 3, Westfield Tower
152 Bunnerong Road
EASTGARDENS. NSW 2036
7
 Card applicants will receive a letter from Westpac advising them that their Cards have been produced and are ready for collection at the nominated Westpac branch.
8
 Please also advise Cardholder to present identification when they go to collect their cards.
Make salary sacrifice deposits to employee card accounts via direct entry system. (Refer additional instructions headed "Making direct entry deposits to card accounts").
 
If you would like online access to the employee card accounts please contact us.
The card cancellation procedure is for later use if you need to cancel your card.
     
   
     
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