NAB Super Pay application form: Guidelines for Plum clients

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1 The following information has been prepared to provide guidance for Plum clients filling out the Application form: NAB Super Pay (For Fund Employers). If you need more help, you can the Plum econtributions Onboarding team at Section A: Customer information Customer ( You ): This is the business name of the business entity that owns the payroll.* If you are submitting contributions on behalf of more than one business entity, each with a separate ABN, you will need to complete additional forms for each business entity. ABN, ACN or ARBN: Provide the ABN of the business entity that owns the payroll*. Contact information The contact whose details you give here should be the person who manages the day to day administration of your payroll (including ongoing employee super contributions), for example, the Payroll Manager. This person will receive administrative notifications once you start using NAB Super Pay. *the legal entity that employs the staff for whom you are going to be making super contributions. Version 1.0: May 2015

2 Business address and postal address You should provide the street address and postal address of the business headquarters (head office) of the business entity that owns the payroll*. Fax/ instructions So that you are able to receive fax or correspondence in relation to your use of NAB Super Pay, please tick the yes box and indicate your preference for fax/ by striking out the option which is NOT your preferred means of receiving correspondence. Section B: Payment options The payment options available include Direct Debit, Direct Credit (electronic funds transfer (EFT)) and BPAY. When you are registered for NAB Super Pay, you will be automatically registered for all three but you can indicate your default payment method here. We recommend you select Direct Debit as your default payment method as this allows for effective matching of your payment with your contribution file, which removes the need for follow ups that may delay the processing of your super payments. If you plan to use Direct Credit or BPAY, please contact the Plum econtributions Onboarding team prior to completing this form. If you have ticked to indicate you do not wish to be set up for direct debit, consider whether you need to fill out Section C, then you can go straight to Section E. *the legal entity that employs the staff for whom you are going to be making super contributions. 2

3 Section C: Related entity hierarchy (optional) This section gives you the option to link entities (eg payroll centres) in NAB Super Pay, providing access and visibility for a parent entity (eg your head office). If you would like to explore this option, please contact the Plum econtributions Onboarding team. Section D: Direct debit request If you have selected the Direct Debit payment option at Section B, please provide your bank account details in this section so that NAB can make direct debits for payment of your super contributions. Do not fill out this section if you have elected not to be set up for direct debit in Section B. Fee account As a client of Plum, subject to certain conditions*, Plum will pay for your use of NAB Super Pay. NAB will not charge you any fee. If you meet the conditions for Plum to pay for your fees*, you can tick Not Applicable in the box at the top of this section. Acknowledgements You should tick this box to activate the direct debit authority, in accordance with the Direct Debit Service Agreement (on page 13 of the NAB Super Pay Product Description Statement and Terms and Conditions). Returns Account You should tick this box to acknowledge that the Nominated account above will be used to refund any returned contributions. *Refer to Terms and Conditions: NAB Super Pay Clearing House Service. 3

4 Section E: Account details You should fill out this section to nominate an account into which NAB can refund returned contributions (eg: a contribution unable to be allocated to a member account by the receiving fund). You do not need to fill out this section if you completed Section D. Section F: NAB Super Pay users In this section, you can nominate the people who are able to log in and act as an Administrator. Administrators are responsible for setting up and managing your Authoriser, Submitter and Viewer accounts. You must nominate at least one Administrator, although we recommend nominating two where possible. User role Users may be set up in a variety of roles. Please indicate the Administrators user role/s selecting from the following: Administrator (where you want the person to be an Administrator only) Administrator/Submitter (where you want the person to be an Administrator and a Submitter) Administrator/Authoriser (where you want the person to be an Administrator and an Authoriser) Administrator/Submitter/Authoriser (where you want the person to be an Administrator, a Submitter and an Authoriser) Administrator/Viewer (where you want the person to be an Administrator and a Viewer) Please contact the Plum econtributions Onboarding team if you would like advice about how to allocate user roles. 4

5 Section G: Customer declaration and execution Please ensure this section is signed by either two Directors of your company, or a Director and a Secretary. If this is not possible, two duly authorised officers may sign, however you will need to provide a written delegated authority. Need more help? If you need more help completing your application, please contact the Plum econtributions Onboarding team at plum.onboarding@plum.com.au 5