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Macquarie Transfer Checklist | Estate Matters

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  • Macquarie Transfer Checklist | Estate Matters
Macquarie Transfer Checklist | Estate Matters
Category:
  • Bank Transfer Checklist
  • Bank Transfer Tips
  • Banks and Financial Institutions
Jarrod_McAleese
Moderator Jarrod_McAleese Moderator
Moderator
‎07-02-2020 12:19 PM
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Before processing an Estate Matter in PEXA, the request for consent or discharge must be received and assessed by Macquarie in writing (paper or email).


How to complete an Estate Discharge Matter:

  • Call 1800 087 820 to obtain a Discharge Authority Form
  • Complete the Discharge Authority Form and email to clientservicesupport@macquarie.com
  • If you have opened a workspace, please confirm the Workspace ID

How to complete a Consent to a Transmission Application or Survivorship Application:

  • Email clientservicesupport@macquarie.com to ask consent
  • Attach a copy of the PEXA Consent to a Transmission or Survivorship Application
  • If you have opened a workspace, please confirm the Workspace ID

 

Please note: You can only proceed with an Estate Matter (discharge or consent) once the assessment by Macquarie is complete. If there are outstanding documents required to assess a request, Macquarie will advise you.

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