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.

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

Choose a St.George personal credit card

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

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 Limit Increase – Apply Online (personal)

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 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

Home and Contents Insurance Quote 

Home and Contents Insurance Claim 

Home Loan Online Enquiry Form

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

Managed Funds Transactions Form
Complete this form to request a managed fund transaction. Transactions include initial and additional applications, redemptions, switches and distribution amendments.

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

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

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.

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

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.

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.

Travel Insurance Quote

We are temporarily ceasing sales of Travel Insurance. 

Following the advice of the Australian Government not to travel overseas, our travel partner Allianz Global Assistance is temporarily ceasing sale of new domestic and international Travel Insurance policies, effective 27 March 2020. There may be other insurance options available to suit your requirements; please refer to the Insurance Council of Australia website for a list of alternative providers.

Travel Insurance Claim

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.