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Switch to St.George
Switch to St.George with ease
Switching to St.George is simple and we can make it easy to switch your regular payments to your new St.George account. Say goodbye to your old bank and experience truly great service with St.George.
There are 5 easy steps to assist you with changing regular payments to your St.George account. Click on any one of the steps below to find out more.
- Step 1. Open a new St.George account
- Step 2. Stop using the bank account you wish to close
- Step 3. Arrange to have your salary paid into your new St.George account
- Step 4.Transfer direct credits and debits
- Step 5. Transfer periodical payments
There are a number of useful forms to help you switch to St.George:
1. St.George can arrange for the following Switching Financial Institution form to be sent to other financial institutions on your behalf
| Switching Financial Institutions | You can list your regular payments on this form to advise relevant organisations your new bank account details via fax or mail. You can fax the forms to St.George Bank 1300 132 755. St.George will forward these forms to the relevant organisations on your behalf within 2 business working days |
| Completing the switch forms | This is a useful guide on how to complete the "Switching Financial Institutions" form |
Please note that St.George will not be able to follow up any form that has been forwarded to the other financial institution. A separate form must be completed for each Direct Entry User, for example if you have a direct debit to Telstra and MBF, a seperate form must be completed for each.
2. You can use any of the following forms if you would prefer to arrange on your own the switching of your regular payments to your St.George account.
| Activity Summary | Use this form to list all the regular and periodical payments that come out of your other bank account |
| Salary Transfer Request | Fill out this form with your new BSB and account number and give it to your employer |
| Direct Credit | Complete this form to provide the relevant organisation with your new Direct Credit account details |
| Direct Debit | Complete this form to provide your relevant service provider with your new Direct Debit account details |
| Account Closure Request | Complete this form and send it to your old bank to close your other account |
Enjoy convenience, great service and a range of accounts to suit your banking style. Find the right account and then open it online, by phone or at a branch near you.
Maintain sufficient funds to cover any outstanding cheques or automatic payments you have set up.
Identify regular payments to and from your old account. Ask your other bank to provide a list of regular payments, as well as periodical payments, or use our Activity Summary to make a list. These are the organisations you'll want to tell about your new account.
Provide your employer with your new BSB and account number. Use the Salary Transfer Request Form or the Online Easy Switch Service and provide a copy to your employer.
These are payments set up with a particular organisation and might include your telephone bill, electricity bill, insurance payments etc. There are a number of ways to transfer direct credits and debits:
- Contact your service provider by telephone and give them your new account details
- Use the Online Easy Switch Service to generate and print letters that can be mailed to your service providers
- Complete the Direct Credit or Direct Debit transfer request form and mail or fax it to your service provider
- If you have a list of recurring payments from your old bank, you can use the Switching Financial Institutions Form to advise your service provider of your new banking details by mail or fax. For help completing the form refer to our guide, or visit your local branch
These are recurring payments you may have set up yourself to pay expenses such as your rent, a loan or a credit card.
To transfer to another account in Australia, you will need the following details:
- BSB Number,
- Account Number
- Account Name
Please be aware that when administering a transfer to an account in Australia, we only use the BSB and Account Number. We will not check the Account Name you provide. Please ensure the BSB and Account Number you provide are correct.
In some cases, the financial institution receiving the funds may check the Account Name, and may reject the payment if the Account Name is incorrect. However, the receiving institution is not obliged to verify the Account Name.
Before requesting your old bank to close your other account, check that all your regular and periodical payments and salary deposit have transferred to your new St.George account.
- Call 13 33 30, 8am - 9pm (AEST), 7 days a week
Please note: To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.
