Forms A-Z

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

Choose a BankSA personal credit card

Apply Online for a BankSA Amplify Business credit card

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.

Apply online for personal loans

Apply online for transaction or savings accounts

Authorised Signatory Form (PDF 172kb)
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.

Credit Limit Increase – Apply Online (personal)

Credit Limit Increase – Apply Online (business)

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 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.

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

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.

Fixed Loan
If you wish to fix your loan and prepay your interest complete and sign this form.

Get Set Limit Increase Online Form

Landlord Building and Contents Insurance Quote

Landlord Insurance Claim 

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

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 Claim

Motor Insurance: Third Party Property Damage Only Claim

Motor Insurance Quote

Nominated Adviser Form (PDF 187kb)
Complete this form to add/change or remove an adviser on your current margin loan facility.

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

Personal Overdraft Limit Increase

Residential Home and Contents Quote

Reduce Advance Repayment (Capitalisation)

Request for copies of Documents and Contracts

Savings Gearing Loan Application
If you have an existing BankSA Margin Loan simply download, complete and return this form to apply for a Savings Gearing Loan.

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.

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