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Bank account forms

Manage account

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

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

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

DIY Super Saver
Account closing form

ID

Certified Identification Form (CID)
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.

Switch to BankSA account

Easy Switch Forms
Includes the following forms:

  • Account Closure Request - Complete this form and send it to your old bank to close your other account.
  • Salary Transfer Request - Fill out this form with your new BSB and account number and give it to your employer.
  • Direct Credit Transfer Request - Complete this form to provide the relevant organisation with your new Direct Credit account details.
  • Direct Debit Transfer Request - Complete this form to provide your relevant service provider with your new Direct Debit account details.

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 1300 132 755. BankSA will forward these forms to the relevant organisations on your behalf within 2 business days.