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HSBC Form Centre

HSBC Form Centre

Overview

If you require any assistance with these forms, please call us on 1300 308 008 (or +61 2 9005 8187 from overseas).

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General Forms

Visa Debit and ATM Card and PIN Maintenance Form
To undertake maintenance on your Visa Debit Card or ATM Card including:
- ordering a new Personal Identification Number (PIN)
- reporting a lost/stolen Visa Debit Card or ATM Card
- ordering a replacement card.
Download ATM and Visa Debit Card Maintenance Form
Change of Customer Details Form
To change your personal details including::
- updating your Address
- updating your Contact Preferences
- updating your Residency Status (for Tax Purposes)
- notification of Tax File Number.
Download Change of Customer Details Form
Transaction Dispute Form
To dispute a transaction on your account including transactions made by credit card, debit card, internet, mobile or phone banking.
Download Transaction Dispute Form
Customer Identification - Authorised Referee
To verify your identity when you are unable to visit a HSBC Branch including: - opening a new account if you are not an existing HSBC Australia customer
- adding an authorised signatory to your existing HSBC Australia account who is not an existing HSBC Australia customer.
Download Customer Identification Form
Local Telegraphic Transfer Application
To make a transfer of funds within Australia in Australia dollars only (no foreign currency conversion).

Please note: HSBC may attempt to contact you regarding details of your Telegraphic Transfer Request. Please ensure that your contact details are correct before sending your Request in order to minimise any delays in processing.
Download Local Telegraphic Transfer Form
Foreign Telegraphic Transfer Application
To make an international transfer of funds where a foreign currency applied to the debit or credit amount.

Please note: HSBC may attempt to contact you regarding details of your Telegraphic Transfer Request.  Please ensure that your contact details are correct before sending your Request in order to minimise any delays in processing.
Download Foreign Telegraphic Transfer Form
Standing Instruction Application
To arrange fixed transfer of funds from your existing HSBC Account to occur at regular intervals.

Please note: HSBC may attempt to contact you regarding details of your Standing Instruction Request. Please ensure that your contact details are correct before sending your Request in order to minimise any delays in processing.
Download Standing Instruction Application Form
Customer Identification - 100 Point Check Form
To be used as a guide when you need to provide 100 Points of Identification at an HSBC Branch.
Download Customer Identification - 100 Point Check
Corporate/Commercial Customer - Individual Identification Form
To verify individual identities for corporate and commercial customers.
Download Corporate/Commercial Customer - Individual Identification Form
Appointment of Verifying Officers / Identification by a Verifying Officer Form
To verify multiple identities for corporate and commercial customers.
Download Appointment of Verifying Officers / Identification by a Verifying Officer Form
Company Identification Form
To verify the identity of all company types whether registered in Australia or not.
Download Company Identification Form
Government Body Identification Form
To verify the identity of various Australian and Foreign Government Bodies including Local Councils and Universities.
Download Government Body Identification Form
Request for Information Form
To request access to your personal information held by HSBC Bank Australia Limited.

Please note: This form is not to be used to request copies of transactional information such as statements, policy documents, disclosure documents and card vouchers.
Download Request for Information Form
Statement of Financial Position
To request assistance if you are having trouble repaying your HSBC credit card or loan.

Please note: You may be asked to provide some supporting documentation to help us understand your financial position and consider the the best type of assistance to help your situation improve. Please ensure that your contact details are correct before sending your request.
Download Request for Information Form
Request for Refund of Unclaimed Monies from ASIC (Individuals)
Complete this form to allow HSBC Bank Australia Limited (HSBC) to process your claim for unclaimed monies from the Australian Securities and Investments Commission (ASIC).
Download Request for Refund of Unclaimed Monies from ASIC (Individuals) Form

Internet/Phone Banking Forms - Personal Accounts

Internet/Phone Banking Service Application Form
To apply for HSBC's Internet and Phone Banking Service.
Download an application
Internet/Phone Banking  Amendment Request Form
To undertake maintenance for your HSBC Internet and Phone Banking Service including:
- requesting a replacement Internet or Phone Banking Access Code
- temporarily suspending your Internet or Phone Banking Service
- amending your Internet Banking service limits
- adding or removing accounts accessed using Internet or Phone Banking.
Download an application
Internet Banking Pre-designated Payee and Limit Request Form
To undertake maintenance for your HSBC Internet Banking including:
- requesting the ability to make Internet Banking transfers to pre-designated third party accounts
- amending the daily transactional limit that applies to Internet Banking pre-designated transfers
Download an application
Phone Banking Service Options Form
To amend your access to types of Phone Banking Service.
Download an application
Online Security Device Request
To request a new or replacement Online Security Device (OSD).
Download an application
Internet Banking Service Password Reset Request
To request your Internet Banking Service Password to be reset.
Download an application

Internet/Phone Banking Forms - SMSF's Trust & Non Trading Entities

Internet/Phone Banking - New Administrator/User/Delegate
To set up a new Administrator, User or Delegate OR if you are an Internet Banking Administrator and you have set up a new User on Internet Banking and have been instructed to complete this form.
Download an application
Phone Banking Service Options Form
To amend your access to types of Phone Banking Service options or accounts linked for a Delegate.
Download an application
Internet Banking Service Options
To amend the linked accounts, limits, service level and authorisation controls for the Entity as a whole, OR to change the type of access available to existing Administrators/Users.
Download an application
Internet Banking - Increase Limit for Regular Payees
To undertake maintenance for your HSBC Internet Banking including:
- increasing the Daily Limit for transfer to regular payees (pre-designated third party accounts)
- increase the limit for Administrators/Users for this transaction type
Download an application
Online Security Device Request
To request a new or replacement Online Security Device (OSD) for an Administrator or User.
Download an application
Internet/Phone Banking Service - Transactional Access Retail Banking Deposit Accounts for an Entity
To obtain transactional access for the Internet Banking Service and the Phone Banking Service.
Download an application

Car and Personal Loan Forms

Terms And Conditions
HSBC Personal Loan Contract Booklet of Standard Terms and Conditions.
Personal Loans Terms And Conditions
Australia Post Form
To provide 100 points of identification at an Australia Post Office when you are applying for a new personal lending facility with HSBC and you are not an existing HSBC customer.
Download Australia Post Form

Credit Card Forms - New Customers

HSBC Credit Card Application Form
To apply for HSBC's Credit Card.
HSBC Credit Card - Apply online now Download HSBC Credit Card Application Form
Platinum Credit Card Application Form
To apply for HSBC's Platinum Credit Card.
Platinum Credit Card Application Form - Apply online now Download Platinum Credit Card Application Form
Platinum Qantas Credit Card Application Form
To apply for HSBC's Platinum Qantas Credit Card.
Platinum Qantas Credit Card - Apply online now Download Platinum Qantas Credit Card Application Form
Signature Form for Online Applications
To assist us in the processing of your online application, a signature form must be completed and return to the bank.
Download Signature Form for Online Applications
Signature Form for Phone Applications
To assist us in the processing of your phone application, a signature form must be completed and return to the bank.
Download Signature Form for Phone Applications
Identification Reference Form
To provide 100 points of identification at an Australia Post Office when you are applying for a new HSBC Credit Card and you are not an existing HSBC customer.
Download Identification Reference Form

Credit Card Forms - Existing Customers

Credit Limit Increase Request Form
To request a credit limit increase for your HSBC Credit Card.

Please note: HSBC's credit criteria, terms and conditions apply.
Download Credit Limit Increase Request Form
Product Transfer Form
To upgrade to a HSBC Credit Card that offers even greater features and benefits to meet your changing needs.
Download Product Transfer Form
Multiple Additional Cards for Family or Friends Over 16 years - Application Form
To set up multiple additional cardholders at no charge to your HSBC Credit Card account.
Download Multiple additional cards for family or friends over 16 years - Application Form
EasyPay/CallPay Direct Debit Request Form
To set up automated monthly EasyPay or CallPay Credit Card repayments from your nominated bank account.
Download EasyPay/CallPay Direct Debit Request Form
Transaction Dispute Form
To dispute a transaction on your account including transactions made by credit card, debit card, internet, mobile or phone banking.
Download Transaction Dispute Form
Overlimit Consent Form Overlimit Consent Form
Credit Limit Increase Invitation Consent Form Credit Limit Increase Invitation Consent Form

Visa Debit Card Forms - Personal Accounts

Visa Debit Card Application Form
To apply for a Visa Debit Card to be linked to your existing HSBC Account.
Download Visa Debit Card Application Form
ATM and Visa Debit Card Daily Limit Amendment Request Form
To change the Daily Limits on your Visa Debit Card.
Download ATM and Visa Debit Card Daily Limit Amendment Request Form
Visa Debit and ATM Card and PIN Maintenance Form
To undertake maintenance on your Visa Debit Card or ATM Card including:
- ordering a new Personal Identification Number (PIN)
- reporting a lost/stolen Visa Debit Card or ATM Card
- ordering a replacement card.
Download ATM and Visa Debit Card Maintenance Form
Transaction Dispute Form
To dispute a transaction on your account including transactions made by credit card, debit card, internet, mobile or phone banking.
Download Transaction Dispute Form

Visa Debit Card Forms - Business Accounts

Business Visa Debit Card Activation Form
To activate your Business Visa Debit Card if you are unable to use HSBC Phone Banking (1300 416 820).
Download Business Visa Debit Card Activation Form
Business Visa Debit Card & PIN Maintenance Form
To undertake maintenance on your Business Visa Debit Card including:
- ordering a new Personal Identification Number (PIN)
- reporting a lost/stolen Business Visa Debit Card
- ordering a replacement card.
Download Visa Debit Card Activation Form
Business Visa Debit Card Limits & Access Form
To request changes to the Daily Limits, Cash Withdrawal Access or Account Balance Visibility Access on a card.
Download ATM and Visa Debit Card Daily Limit Amendment Request Form
Business Visa Debit Card Transaction Dispute Form
To dispute a transaction on your account - only to be used by an Authorised Signatory.
Download Business Visa Debit Card Transaction Dispute Form
Business Visa Debit Notification of Claim Form
To initiate a claim for Unauthorised Transaction Insurance in the event of unauthorised cardholder activity - only to be used by an Authorised Signatory.
Download Business Visa Debit Notification of Claim For

Home Loan Forms

Home Loan Application
To apply for an HSBC Home Loan.
Download Home Loan Application Form
Direct Debit Request - Loan Payments
To set up or change automated repayments from your nominated bank account to your HSBC Home Loan.
Download Direct Debit Request Loan Payments Form
Terms and Conditions
HSBC Home and Investment Property Loans Booklet of Standard Terms and Conditions.
Download Home Loans Terms and Conditions

HSBC Premier Forms

HSBC Premier Deposit Account Application Form
To apply for an HSBC Premier Deposit Account.
Download HSBC Premier Deposit Account Application Form
HSBC Premier Service Guide
To find out more information about HSBC Premier.
Download HSBC Premier Service Guide
HSBC Premier Credit Card Product Transfer Request
To upgrade to a HSBC Premier Credit Card that offers even greater features and benefits to meet your changing needs.
Download HSBC Premier Credit Card Product Transfer Request Form

Transaction and Savings Account Forms

Day to Day Account
Apply for an everyday bank account with no monthly account fee.
Day to Day Account - Online application for an everyday account
Flexi Saver Account
Apply for a savings account with a competitive interest rate and easy access to your money when you need it.
Flexi Saver Account - Online application
Serious Saver
Apply for an online savings account with competitive interest every month^ you don't make a withdrawal.
^ Generally, withdrawals made between the 28th of the month and 27th of the subsequent month (inclusive) will result in no interest being applied for that month.
Serious Saver - Online application for a high interest savings account
Multi Currency Account
Ideal for transacting in foreign currencies.
Multi Currency Account - Online application
Personal Deposit Account Application
Apply for a Personal Deposit Account including Day To Day, Serious Saver, Flexi Saver, Multi Currency and Term Deposit Accounts.
Download Personal Deposit Account Application
Easy Account Switching Request
We'll arrange for all your direct debits and direct credits to be switched from your previous bank account over to your new HSBC account.
Download Easy Account Switching Request Form
HSBC Account Switching Request
We'll arrange for all your direct debits and direct credits to be switched from your previous HSBC account to your new HSBC account.
Download HSBC Account Switching Request Form
Account Switching Important Information
Download Account Switching Important Information
Partial Account Switching Authority
Complete this form to use our Account Switching Service to switch over only some of your regular direct debits and direct credits to your new HSBC account, and cancel some direct debits, direct credits or periodical payments.
Download Partial Account Switching Authority Form
Regular Payments List Authority
This form gives HSBC the authority to ask your previous bank to provide us with a list of all your regular direct debits, regular credits and periodical payments made to and from your old account over the last 13 months.
Download Regular Payments List Authority Form
Product Disclosure Statement (PDS)
Product Disclosure Statement (PDS) for Personal Deposit Accounts.
Download Personal Savings and Deposit PDS
Privacy Acknowledgment and Consent
Privacy Acknowledgement and Consent Form.
Download Privacy Acknowledgment and Consent
Client Acknowledgement and Signature(s)
This form is to be used for your recent personal account application. Please mail the completed form within 30 days of submitting your application.
Download OSA - Client Acknowledgement and Signature(s)form
Customer Identification - Authorised Referee
To verify your identity when you are unable to visit a HSBC Branch including:
- opening a new account if you are not an existing HSBC Australia customer
- adding an authorised signatory to your existing HSBC Australia account who is not an existing HSBC Australia customer
Download Customer Identification - Authorised Referee form
HSBC Serious Saver - Nominated Account, Client Acknowledgement and Signature(s)
Client Acknowledgement, Nominated Account and Signatures required for opening HSBC Serious Saver Accounts.
Download Serious Saver - Client Acknowledgement and Signature(s) form
HSBC Serious Saver - Change Your Nominated Account
Change your HSBC Serious Saver nominated account.
Download Serious Saver - Change Your Nominated Account form
Local Telegraphic Transfers
Make a transfer of funds within Australia in Australian dollars only (no foreign currency conversion).

Please note: HSBC may attempt to contact you regarding details of your Telegraphic Transfer Request. Please ensure that your contact details are correct before sending your Request in order to minimise any delays in processing.
Download Local Telegraphic Transfer form
Foreign Telegraphic Transfers
Make an international transfer of funds where a foreign currency applied to the debit or credit amount.

Please note: HSBC may attempt to contact you regarding details of your Telegraphic Transfer Request. Please ensure that your contact details are correct before sending your Request in order to minimise any delays in processing.
Download Foreign Telegraphic Transfer form
Periodic Payment Cancellation Form
Download Periodic Payment Cancellation Form
Direct Debit Cancellation Form
Download Direct Debit Cancellation Form
Direct Credit Cancellation Form
Download Direct Credit Cancellation Form