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.

Account Closure Form – DIY Super Direct Saver
Download, complete and return this form to close your DIY Super Direct Saver account.

Account Closure Form
Complete this form if you wish to terminate your margin loan account with us.

Add/Delete a Signatory to Your Account – DIY Super Direct Saver 
Download, complete and return this Authority to Operate form to add or remove someone as a signatory to your DIY Super Direct Saver.

Add/Delete a Signatory to Your Account – Direct Saver
Download, complete and return this Authority to Operate form to add or remove someone as a signatory to your Direct Saver.

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

Apply online for transaction or savings accounts

Apply Online for a St.George personal credit card

Before submitting a completed application form to us, please ensure that you read our Guide to St.George Margin Lending, the St.George Margin Lending Product Disclosure Statement, the CHESS explanation, the Supplementary risk disclosure statement and Privacy disclosure and consent, the St.George Margin Lending Facility Agreement (PDF 221kb) and the St.George Margin Lending Financial Services Guide.

Application Form for Margin Lending (PDF 1mb) 
Download, complete and return this form to apply for a St.George Margin Lending facility. These are the terms and conditions that cover the operation of your margin lending facility along with the Risk Disclosure Statement, Power of Attorney, Background on CHESS and Privacy Statement.

Application Details Confirmation Form
Use this form if your St.George Margin Loan facility has not been established within 90 days of approval, and you would still like to proceed with the facility.

Asset Access Application
Please complete this form if you wish to use equity available in your St.George Portfolio Loan to support your margin loan. The Asset Access Terms and Conditions are to be read and understood in conjunction with the St.George Margin Lending Facility Agreement (PDF 221kb).

Auto Savings Plan / Additional Super Contributions – DIY Super Direct Saver 
If you already have a DIY Super Direct Saver Account, download, complete and return this form to start or update an Automatic Savings Plan, or to make additional contributions to your super.

Authorised Signatory Form (PDF 124kb)
Complete this form to give a person other than your Adviser the authority to act on your existing margin lending facility in all matters as if they were you (except for the receipt of margin calls), or, if you wish to change/revoke this authority.

Apply Online for a St.George Amplify Business credit card

Auto Savings Plan / Additional Super Contributions – DIY Super Direct Saver
If you already have a DIY Super Direct Saver Account, download, complete and return this form to start or update an Automatic Savings Plan, or to make additional contributions to your super.

Apply online for personal loans

Auto Savings Plan – Direct Saver 
If you already have a Direct Saver Account, download, complete and return this form to start or update an Automatic Savings Plan.

Authority to Link SMA and IMA
Use this form if you would like to link a St.George Margin Loan to an investment in a Separately Managed Account or Individually Managed Account.

Cash Management Account Form
Complete this form to authorise the opening of a Cash Management Trust Account (CMA). The CMA will be opened in the name of Value Nominees Pty Limited, a fully owned subsidiary of St.George Bank.

Customer Identification Form (CIF)
Under current government legislation, customers of financial institutions need to provide personal identification when opening any account (including loan accounts), or when becoming signatories to accounts. If you cannot attend a branch to be identified, you can download, complete and return this form. Read more about Identification.

Change Your Linked Account – Direct Saver
Download, complete and return this form to change the everyday or transaction banking account you have linked to your Direct Saver.

Change Your Linked Account – DIY Super Direct Saver
Download, complete and return this form to change the everyday or transaction banking account you have linked to your DIY Super Direct Saver.

Credit Card Automatic Payment Plan Form

Credit Card Balance Transfer Request Form
Existing St.George Credit Card customers can simply complete this balance transfer request form and send it back to us. Or, you can also request a balance transfer by logging in to Internet Banking and selecting “Transfer & Payments” and then “Payout a Credit Card held with another Bank”.
New customers can request a balance transfer as part of the credit card application.

Credit Limit Increase – Apply Online (personal)

Credit Limit Increase Application Form (personal)
Download, complete and return this form to request an increase personal to your Credit Card limit. To be eligible for a St.George Credit Card limit increase you must be the primary or joint cardholder, not an additional cardholder, and have not requested a credit limit increase in the last six (6) months.

Credit Limit Increase – Apply Online (business)

Credit Limit Decrease Form
Use this form where you would like to decrease the credit limit on your St.George Margin Lending Facility.

Credit Limit Assessment Form
Use this form when you would like to apply for a credit limit increase or where St.George Margin Lending has requested an updated financial assessment from you.

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

Drawdown Request
Use this form to arrange cash withdrawals from your Margin Lending facility.

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

Home and Contents Insurance Claim Form (residential)
If you need to make a claim, call us on 1300 655 489, 24 hours a day, 7 days a week. Or download, complete and return this form.

Home Loan Online Enquiry Form

Home Loan Protection – PDS and Application Form
You can download and read the PDS and complete the attached Application Form to apply. Or you can ask a St.George Lender in your nearest branch.

Home Loan Redraw Request Form
Redraw is generally available on our variable rate home loans. For fixed rate loans, redraw is available only for loans fixed prior to 30 November 2009. 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. A fee may be payable for each approved request.

How to apply for a home loan

Landlord Building, Contents and Landlord Extras Quote

Landlord Insurance Claim Form (residential)
If you need to make a claim, call us on 1300 655 489, 24 hours a day, 7 days a week. Or download, complete and return this form.

Managed Funds Investment Form
Complete this form to make a new or subsequent contribution towards your managed funds investment.

Managed Fund Redemption Request
Complete and return this form if you wish to sell part or all your managed fund investment(s).

Managed Fund Standard Transfer Form
Provide Managed Funds as security for your Margin Lending Account.

Margin Lending Direct Debit Request
Debit your monthly interest charges directly from your bank account. In completing the direct debit form request you are accepting the terms and conditions of the Direct Debit Request Service Agreement.

Motor Insurance: Comprehensive Insurance Quote

Motor Insurance: Fire, Theft and Third Party Property Damage Quote

Motor Insurance: Third Party Property Damage Only Quote

Multipurpose Request Form - Car Finance
Download, complete and return this form for any requests relating to car finance.

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 (Currently not available online)

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

Phone and Internet Banking Loan Account Redraw Facility Registration
For personal and home loans. You can use Internet and Phone Banking to request redraws from your personal or home loan and have the money transferred into your transaction account. If you aren’t already registered, you need to first register for Internet and Phone Banking. Then complete and return this form.
Home loans - note that redraw is available only on variable rate loans and loans fixed prior to 30 November 2009 for up to $10,000 per annum. Each redraw request is subject to the Bank’s approval. A fee may be payable for each approved request.

Phone Banking 
Register for Phone Banking by calling 13 33 22 (or +61 2 9155 7800)

Proof of Linked Account Ownership – Direct Saver
For online applications only. For security reasons, before linking your non-St.George transaction banking account to your Direct Saver, we need proof that the transaction banking account belongs to you.

Refinance Authority

Residential Home and Contents Quote

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

Share Transfer Form
Use this form to lodge your Issuer Sponsored and CHESS Sponsored shares onto your margin lending facility.

Statement of Position
You will need to complete this form if you wish to write call options using your margin loan facility. You may also need to complete this form if we require further information from you to set up or maintain your margin loan facility.

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.

Tax File Number or Australian Business Number Form
Complete this form if you wish to provide your Tax File or Australian Business Number and have not already done so. Please note you do not have to provide these details but if you choose not to, tax may be withheld on any interest earned on your Cash Management Trust Account at the highest marginal rate plus the Medicare levy.

Telegraphic Transfer Authorisation / Cancellation Request
Download, complete and return this form to set up the functionality to transfer money to an international bank account via Internet Banking. Or, you can complete this request online through Internet Banking. Please allow up to 2 business days for the request to be processed.
Once processed you will have access to this function the next time you logon to Internet Banking, using the ‘Transfer to an International Account’ function located within the Transfers and Payments menu.

Third Party Security Provider
Use this form to provide details of a person or company whose shares or managed fund investments you will be using as security.

Travel Insurance Quote

Update my details
Please use this form to ensure we have the correct and most up-to-date contact details for you.

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.