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Forms A-Z
At BankSA 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 BankSA 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 13 76, 24 hours, seven days.
To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.
Account Closure Form |
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Add/Delete a Signatory to Your Account – Express Saver |
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Add/Delete a Signatory to Your Account – DIY Super Direct Saver |
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Before completing and submitting an application form to us , please ensure that you read our Guide to BankSA Margin Lending, the BankSA Margin Lending Margin Loan Product Disclosure Statement, the CHESS explanation, the Supplementary risk disclosure statement and Privacy disclosure and consent, the BankSA Margin Lending Facility Agreement and the BankSA Margin Lending Financial Services Guide. |
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Authorised Signatory Form (PDF 172kb) |
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Auto Savings Plan – Express Saver |
Customer Identification Form (CIF) |
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Change Your Linked Account – Express Saver |
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Credit Limit Increase Application Form (personal) |
Direct Debit Request / Authority for Automatic Transfer – Get Set Loan (product no longer for sale) |
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Drawdown Request |
Easy Switch Forms
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Fixed Loan |
Internet Banking |
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Issuer Sponsored Shares Change of Name Correction and Indemnification |
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Issuer Sponsored Shares Change of Address Notification |
Managed Funds Investment Form |
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Managed Fund Redemption Request |
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Margin Lending Direct Debit Request |
Nominated Adviser Form (PDF 187kb) |
Off Market Transfer Form |
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Options Plan Application |
Payee Account Information Form |
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Personal Loan Redraw Request Form |
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Phone and Internet Banking Loan Account Redraw Facility Registration |
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Phone and Internet Banking Loan Account Redraw Facility Registration (LIS loans only) |
Savings Gearing Loan Application |
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Statement of Position |
Tax File Number or Australian Business Number Form |
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Telegraphic Transfer Authorisation / Cancellation Request |
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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. |
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