Forms A-Z

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

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.

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.

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.

Apply Online for a BankSA personal credit card

Apply Online for a BankSA Amplify Business credit card

Apply online for personal loans

Apply online for transaction or savings accounts

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

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.

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.

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 wholly owned subsidiary of Westpac Banking Corporation.

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

Credit Card Balance Transfer Request Form
Existing BankSA 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 Assessment Form
Use this form when you would like to apply for a credit limit increase or where BankSA Margin Lending has requested an updated financial assessment from you.

Credit Limit Increase – Apply Online (personal)

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

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.

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

DIY Super Saver
Account closing form

DIY Super Saver
Change your linked account form

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

Home and Contents Insurance Claim Form (residential)
If you need to make a claim, call us on 1300 655 345, 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 BankSA Lender in your nearest branch.

How to apply for a home loan

Internet Banking
Register for Internet Banking by calling 1300 555 203, 24 hours, seven days a week (or +61 2 9155 7850 if overseas).

Issuer Sponsored Shares Change of Name Correction and Indemnification
Use this form when the name for your Issuer Sponsored shares you wish to lodge to your BankSA Margin Lending Facility is not an exact match to the name on your BankSA Margin Lending Application.

Issuer Sponsored Shares Change of Address Notification
Use this form when the address for your Issuer Sponsored shares you wish to lodge to your BankSA Margin Lending Facility is not an exact match to the address on your BankSA Margin Lending Application.

Landlord Building, Contents and Landlord Extras Quote

Landlord Insurance Claim Form (residential)
If you need to make a claim, call us on 1300 655 345, 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 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 Online Form

Phone and Internet Banking Loan Account Redraw Facility Registration
You can use Internet and Phone Banking to request redraws from your personal 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.

Phone and Internet Banking Loan Account Redraw Facility Registration (LIS loans only)
You can use Internet Banking to request redraws from your home loan and have your money transferred into your transaction account. Note that redraw is only available on variable rate loans, and each redraw request is subject to the Bank’s approval. A fee may be payable for each approved request.
To register for redraw, complete and print this form and return. You will need to be registered for Internet and Phone Banking. To register call 1300 555 203 24 hours, seven days, or visit your local BankSA branch.

Phone Banking
Register for Phone Banking by calling 13 33 22 (or +61 2 9155 7850 if overseas)

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

Residential Home and Contents Quote

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.

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.

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.