Forms A-Z

Account Closure Request Form 
Non-St.George accounts only. Complete this form and send it to your old bank to close your other account.

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

Apply online for personal loans

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.

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.

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.

Get Set Limit Increase Online Form

Landlord Building and Contents Insurance Quote

Landlord Insurance Claim

Motor Insurance: Comprehensive Insurance Quote

Motor Insurance: Comprehensive Insurance Claim

Motor Insurance: Third Party Property Damage Only Quote

Motor Insurance: Third Party Property Damage Only Claim

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.

Payee Account Information Form
Internet and Phone 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.

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)

Request for copies of Documents and Contracts

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.

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

Verification Form – Direct Saver For phone applications only. To finalise your account please review your information, sign, attach your Proof Of Ownership and return the form.