Forms and resources
Note: Dynamic PDFs must be downloaded as they will not display correctly in a web browser. Please download these forms to your computer before use.
Equipment finance
AFC Generic Privacy Form (DOC 172KB)
Affordability and Financial Declaration (DOC 35KB)
ATO (Australian Tax Office) Residual Value Guidelines (PDF 39KB)
ATO Statement by Supplier (PDF 223KB)
Direct Debit Request & Service Agreement Form (current November 2023)
Goods Inspection Report (DOC 36KB)
Invoice – CLA Agreements (DOC 41KB)
Invoice Private Sale – No Tax File Number (DOC 28KB)
Tax Invoice Templates – All Products (DOC 92KB)
Vehicle Inspection Report (DOC 72KB)
Westpac Broker Accreditation Form – April 2023 (PDF 1MB)
Westpac Group Transfer of Accreditation Form – April 2023 (PDF 1MB)
Commercial broker
Assets and Liabilities Form (PDF 97KB)
Business Customer Exploration Guide (PDF 492KB)
Business Finance Consent Form (PDF 1MB) (download before use)
Westpac Business Privacy Consent Form (PDF 101KB)
Business Lending and Residential Loan Application Form – DYNAMIC (PDF 1MB)
Introducer Residential Application Form – June 2021
Westpac Broker Accreditation Form – April 2023 (PDF 1MB)
Westpac Group Transfer of Accreditation Form – April 2023 (PDF 1MB)