Skip to main content Skip to accessibility page Skip to search input

Forms A-Z

At St.George we want to help you apply for and manage your accounts quickly and easily. That’s why we have collected all our personal banking forms onto one page for you. You can download, print and complete any form easily any time of the day or night.

If you are an existing St.George Internet Banking customer and cannot find the form you are looking for on this page, it might be available online through your Internet Banking. If you still can’t find what you’re looking for, call 13 33 30 seven days, 24 hours.

To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.

A | C | D | F | G | H | I | L | M | N | O | P | R | S | T | U | V |

A

Additional cardholder application form

Complete this form to add an additional cardholder to your St.George credit card.

Amend a mortgage security with St.George – online request
Information you will need to complete the request.

Apply online for transaction or savings accounts

Amplify Card Reward Program Switch Request
You can request bank to change the rewards program linkage of your Amplify card(s) and credit card account to the new Program. Complete this form and send it back to us.

Choose a St.George personal credit card

Apply Online for a St.George Amplify Business credit card

C

Credit Limit Increase – Apply Online (personal)

Credit Card Automatic Payment Plan (Autopay)
You can set up an automatic payment plan so that your Credit Card repayment is taken out of your nominated account. Complete this form and hand in at any branch.

D

Direct Credit Transfer Request Form
Complete this form to provide the relevant organisation with your new Direct Credit account details.

Direct Debit Request / Authority for Automatic Transfer – Get Set Loan (product no longer for sale)
You can set up an automatic payment plan so that your Get Set loan repayment is taken out of your nominated account on a weekly, fortnightly or monthly basis. Just complete this form and fax it back to us.

Direct Debit Request / Authority for Automatic Transfer – Personal Loan
You can set up an automatic payment plan so that your Personal loan repayment is taken out of your nominated account on a weekly, fortnightly or monthly basis. Complete this form and fax it back to us.

Direct Debit Request / Authority for Automatic Transfer – Standard Home Loan
You can set up an automatic payment plan so that your Standard Home Loan repayment is taken out of your nominated account on a weekly, fortnightly or monthly basis. Complete this form and send it back to us.

Direct Debit Transfer Request Form
Complete this form to provide your relevant service provider with your new Direct Debit account details.

F

Fixed Loan
If you wish to fix your loan and prepay your interest complete and sign this form.

Form of Acknowledgement From Client
Use this form if you have already been approved to use Call Options and would like to nominate a new broker.

G

Get Set Limit Increase Online Form

H

Home and Contents Insurance Quote 

A target market determination has been made for this product. Please visit https://www.stgeorge.com.au/tmd for the target market determination.

Home Loan Category Switch Request
To switch the loan category between owner occupier and residential investment loan, complete this form and send it back to us.

Home and Contents Insurance Claim

Home Loan Redraw Request Form
Download, complete and return this form to access any additional money that you have paid into your loan, above your standard repayments. Each redraw request is subject to the Bank’s approval.

Home Loan Online Enquiry Form

How to apply for a home loan

I

Internet Banking
Register for Internet Banking by calling 1300 555 203, 24 hours, seven days a week (or +61 2 9155 7800 if overseas).

Interest Offset – Establishment / Cancellation / Change of Transaction Accounts
An Interest Offset facility for an eligible loan account allows you to have more than one linked transaction account such as Mortgage Equaliser Offset or Repayment Offset. To apply for an offset account, complete this form and send it back to us.

L

Landlord Building and Contents Insurance Quote

A target market determination has been made for this product. Please visit https://www.stgeorge.com.au/tmd for the target market determination.

Landlord Insurance Claim

M

Motor Insurance: Comprehensive Insurance Quote

A target market determination has been made for this product. Please visit https://www.stgeorge.com.au/tmd for the target market determination.

Motor Insurance: Comprehensive Insurance Claim

Motor Insurance: Third Party Property Damage Only Quote

A target market determination has been made for this product. Please visit https://www.stgeorge.com.au/tmd for the target market determination.

Motor Insurance: Third Party Property Damage Only Claim

N

Nominated Adviser Form (PDF 323kb)
Complete this form to add/change or remove an adviser on your current margin loan facility.

O

Off Market Transfer Form
Use this form to lodge/release your Issuer Sponsored and CHESS Sponsored shares onto your margin lending facility when there will be a change to the beneficial ownership.

Options Plan Application (PDF 43kb)
Please download and complete this form to write call options using your margin lending facility. The Call Options terms and conditions are to be read and understood in conjunction with the St.George Margin Lending Facility Agreement.

P

Payee Account Information Form
Internet Banking – Payee Account Information (also known as “Third Party”).
There is a cumulative limit of $5000 per account, per day, on accounts set up via Internet Banking. There is a maximum limit of $25,000 per day. For example: if you have 5 different accounts you can transfer $5,000 to each account per day.
To increase the daily limit to $100,000, please download, complete and return this form. Allow up to 2 business days for the form to be processed.

Personal Overdraft Limit Increase

Personal Loan Redraw Request Form
Access your additional repayments using redraw.

R

Refinance Authority
Download, complete and return this form with a completed Application Form to refinance your existing margin loan to St.George Margin Lending.

Reduce Advance Repayment (Capitalisation)

Repaid Loan Advice

Request for copies of Documents and Contracts

S

Salary Transfer Request Form
Fill out this form with your new BSB and account number and give it to your employer.

Switch of Financial Institution and Account Details (recurring payments only)
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 1300 132 755. St.George will forward these forms to the relevant organisations on your behalf within 2 business days.

T

U

Update my details
Complete this form to add or amend the contact details or name of a borrower, third party security provider or guarantor.