Expresslink Enrollment Form

Quick Reference Guide

How to fill out the Expresslink Enrollment form:
You have the option of filling this out manually or electronically, depending on your preference.
Before submitting this form, please make sure that all the authorized signatories have affixed their
signatures at the bottom of the page.

Facilities to be Enrolled:
Put a check mark on the tick box of the particular facility/ies you have chosen to avail of.
Additional information, such as the Tax Identification Number (TIN) for BIR Tax Payments, should be
indicated on the enrollment form.

Accounts to be Enrolled to the Company:

List all your account numbers and their corresponding account names and currencies.

Approval Workflow:
Specify the required number of approvals per transaction depending on your company requirements.

Password Expiration Period:

Indicate the expiration period of your users’ nominated passwords. Minimum period is at 30 days while
the maximum is at 90 days.

User Profiles:
List all your company users and their corresponding personal information. Please note that the provision of
mobile number/s and email address/es of your users is mandatory. The User ID and default password will
be sent to your nominated user/s via electronic means (I.e. electronic mail and SMS) only.
Their specimen signatures are also a requirement.

List the account numbers (and account currency) that each user will be given access to.

Mark the tick box specifying their function to the corresponding facility:
 Maker – creates/sets up the payment instruction
 Authorizer – approves or denies instruction; cannot amend instructions created by the maker

Users can be enrolled as both maker and authorizer, thus allowing them to perform both functions. Please
put X marks under columns M&A if a user is to be given both functions.

If you are enrolling more than five users, please make use of another copy/ies to accommodate your other
enrollees.