Filling up the ExpressLink Enrollment Form

1.

Indicate the Company Name and the corresponding details, including the contact
person and his/her contact details (i.e. Email address, telephone and/or mobile
numbers).

Reminders:
The Company Name should be exactly the same as your Company Name in your
corporate documents (i.e., Secretarys Certificate, DTI).
The nominated contact person will receive email notifications every time an
enrollment request is implemented for the Company (E.q., additional
facility/user/account enrollment).
2. Facilities to be Enrolled Section:
Check all applicable facilities by marking the tick boxes that you will be enrolling in.
Reminders:
Additional information (e.g., Tax Identification Number, branch codes) should be
provided for enrollment to the Government Payments Solutions.
A separate document will be provided as reference for the SSS Locator code, Pag-ibig
branch code and Philhealth Regional code.
3. Accounts to be Enrolled to the Company:
List all the account number/s to be enrolled, their corresponding account name/s and
the account currency/ies.

4. Approval Workflow:
Specify the required number of approvals before a transaction is considered valid.
Reminders:
This is only applicable if you have a basic approval workflow (i.e, Your Company does
not require signature categories and/or signing limits to be implemented).
A different annex will be provided if you have a complex approval workflow
requirement.
5. Password Expiration Period:
Indicate your preferred expiration period. Minimum period is at 30 days while the
maximum is at 180 days.
Reminders:
The password expiration period with be the same across all users.
6. User Profiles:
a. List all your company users and their corresponding personal information.
b. In the Order a MiniKey column, please tick Yes if the company will be purchasing
a MiniKey device for the nominated user/s.
c. Specify the account number/s (and their corresponding currency/ies) that each
user will be given access to. ExpressLink access as wells as user functions
(whether Maker, Approver, or both) can be designated on a per account level.
d. Tick all the facilities that the user will be given access to and mark the
appropriate column depending on the function that will be assigned to the user
For transactional facilities, a user can be designated as:
This document is strictly confidential. It is made available to you on the strict understanding that it will not be shown or disclosed to
any other party.

1. Maker creates and sets up the payment instruction (e.g. uploads the payroll
file)
2. Approver authorizes the payment instruction that was setup by the Maker;
can no longer edit or amend a payment instruction created by the Maker
3. Maker and Approver can create and approve payment instructions
Reminders:
Provision of the nominated users mobile number/s and email address/es is
mandatory. The User ID will be sent via email to the users registered email address
while the default password will be sent in two halves. The first half will be sent to the
users registered email address and the second half will be sent via mobile number.
The nominated users should affix their signature on the forms for validation
purposes.
The company has the option of foregoing the MiniKey option for their nominated
Maker/s.
Elink approval requires user authentication via security devices. Approvers have to
purchase MiniKeys or enroll in Elink Mobile before they can proceed with the
authorization of any payment instruction. You may also avail to both options (i.e.
avail of MiniKey and enroll in Elink Mobile) for back-up purposes.

7. For MiniKey orders:

If you will be availing of MiniKeys, please specify the total number of MiniKeys to be
purchased as well as the BPI account number where the total fee will be debited.
Reminders:
Total number of MiniKey devices should tally with the ticked number of MiniKey orders
in the User Profiles Section.
The MiniKey costs Php 7,200. Breakdown is as follows:
o PrivateWire License Php 3,600
o MiniKey device Php 3,600
The MiniKey fee is non-refundable.
The MiniKey only works with Windows Operating Systems.
8. ExpressLink Enrollment Form should be signed by the nominated
signatories of the Company as prescribed in their Secretarys Certificate.

This document is strictly confidential. It is made available to you on the strict understanding that it will not be shown or disclosed to
any other party.