HSBC Bank Australia
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Internet Banking
Commonly Used Forms
Forms and Documents
Welcome to our forms centre. Here you can download or print out our commonly used forms and documents.
If you require any assistance with these forms, please call us on 1300 308 880 (or +61 2 9005 8187 from overseas).
All forms are in Adobe PDF Format. If you haven't already you will need to download Adobe Acrobat Reader FREE to open and view these forms.
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General Forms
| ATM and Visa Debit Card Maintenance Form | To order a PIN, report a lost/stolen ATM or Visa Debit card, or order a replacement Card. |
| Change of Customer Details Form | To change your personal details including update of: address, contact preferences, residency status or notification of Tax File Number, complete this form and mail or fax it to HSBC. |
| Transaction Dispute Form | To dispute a transaction on your HSBC Card, complete this form and mail it to HSBC. Please also include any supporting documentation. |
| Customer Identification - Authorised Referee | Complete this form if you are: a) Not an existing HSBC (Australia) customer and you are opening a new account OR b) Adding an authorised signatory to your existing HSBC (Australia) account who is not an existing HSBC (Australia) customer. |
| Local Telegraphic Transfer Application | This form is to be used for payments within Australia and in Australian dollars only (no foreign currency conversion). To request a transfer of funds from your existing HSBC account, complete this form and mail it to HSBC. 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. |
| Foreign Telegraphic Transfer Application | This form is to be used for payments where a foreign currency applies to the debit or credit amount. To request an international transfer of funds from your existing HSBC account, complete this form and mail it to HSBC. 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. |
| Standing Instruction Application | This form can be used to arrange fixed payments from your existing HSBC account to occur at regular intervals. To request a Standing Instruction, complete this form and mail or deliver it to a HSBC branch. 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. |
| Switch of Financial Institutions and Account Details | To transfer regular payments and direct debits to your new HSBC account, simply provide us with your old account details as well as a list of all regular payments to & from the old account. |
| Customer Identification - 100 Point Check Form | This form can be used as a guide when you need to provide 100 points of identification at an HSBC branch. |
| Corporate / Commercial - Identification for Individuals | This form can be used as a guide when you need to provide 100 points of identification. |
| Request for Information Form | To request access to your personal information held by HSBC Bank Australia Ltd, please complete this form and mail it to HSBC. This form is not to be used to request copies of transactional information including statements, policy documents, disclosure documents, card vouchers etc. |
Internet Banking Forms - Request Forms
| Online Security Device Request | To request a new or replacement Online Security Device, complete this form and mail or fax it to HSBC. |
| Internet Banking Service Password Reset Request | To request your Internet Banking Password to be reset, complete this form and mail or fax it to HSBC. |
Internet/Phone Banking Forms - Personal Accounts
| Internet/Phone Banking Service Application Form | To apply for HSBC's Internet and Phone Banking Service. |
| Internet/Phone Banking Amendment Request Form | To: - request a replacement Internet/Phone Banking Access Code - temporarily suspend your Internet or Phone Banking Service - amend your Internet Banking Service limits - add or remove accounts accessed using Internet or Phone Banking |
| Internet Banking Pre-designated Payee and Limit Request Form | To: - request the ability to make Internet Banking transfers to pre-designated third party accounts - amend the daily transactional limit that applies to Internet Banking pre-designated transfers |
| Phone Banking Service Options Form | To amend your access to types of Phone Banking services. |
Internet/Phone Banking Forms - Business Accounts
| Internet/Phone Banking Service Application - Small Business Accounts | To apply for HSBC's Business Internet and Phone Banking Service and to nominate a new Business Administrator or delegate/user, complete this form and mail or fax it to HSBC. |
| Internet/Phone Banking Service Account Suspension or Access Code Request - Small Business & Corporate Banking Deposit Accounts | To temporarily suspend your Business Internet or Phone Banking Service or to request a replacement Access Code for Business Phone Banking, Business Administrators/users or delegates/users should complete this form and mail or fax it to HSBC. |
| Internet Banking Service Limits Amendment Request - Small Business Accounts | To amend your Business Internet Banking Service limits, complete this form and mail or fax it to HSBC. |
| Internet/Phone Banking Service Transactional Access - Small Business & Corporate Banking Deposit Accounts | To obtain transactional access for Business Internet and Phone Banking, complete this form and mail or fax it to HSBC. Please note: If you are NOT an existing HSBC customer or an Authorised Signatory, you also need to complete a "Customer Identification - Authorised Referee" form. |
| Internet Banking Service Pre-designated Payee and Limit Request - Small Business Accounts | Complete and mail or fax this form to HSBC to: a) Request the ability to make Business Internet Banking transfers to pre-designated third party accounts OR b) Amend the daily transactional limit that applies to Business Internet Banking transfers to pre-designated third party accounts. |
| Internet/Phone Banking Service Amendment Request - Small Business & Corporate Banking Deposit Accounts | Complete this form to make changes to your Business Internet and Phone Banking Service, including: a) Add or delete accounts b) Change account names c) Change the types of access held by existing users (for Internet Banking only). Mail or fax the completed form to HSBC. |
| Phone Banking Service Limits Amendment Request - Small Business Accounts | To amend the limits applying to your Business Phone Banking Service, complete this form and mail or fax it to HSBC. |
Car and Personal Loan Forms
| Car & Personal Loan Direct Debit Form | To set up or change automated repayments from your nominated bank account to your HSBC Personal or Car Loan, complete this form and mail it to HSBC. |
| Australia Post Form | Complete this form if you are applying for a new personal lending facility with HSBC and you are not an existing HSBC customer. This form should be only used when providing 100 points of identification at an Australia Post Office. |
Credit Card Forms
| HSBC Credit Card Application Form | Download application form for HSBC's Credit Card. |
| Classic Credit Card Application Form | Download application form for HSBC's Classic Credit Card. |
| Gold Credit Card Application Form | Download application form for HSBC's Gold Credit Card. |
| Platinum Credit Card Application Form | Download application form for HSBC's Platinum Credit Card. |
| Balance Transfer Request Form | Transfer your balances from other credit and store cards to your HSBC Credit Card. |
| Credit Limit Increase Request Form | Request a credit limit increase for your HSBC Credit Card. HSBC's credit criteria, terms and conditions apply. |
| Additional Cardholder Application Form | Add an additional cardholder to your HSBC Credit Card account. |
| Identification Reference Form | As part of our application process, you will be required to complete this form and take it, along with your identification documentation to any HSBC Branch or Australia Post outlet. |
| EasyPay/CallPay Direct Debit Request Form | Set up automated monthly EasyPay or CallPay Credit Card repayments from your nominated bank account. |
| Transaction Dispute Form | To dispute a transaction on your Credit Card account, complete this form and return it to HSBC with any relevant documentation. |
| Signature Form for Online Applications | To assist us in the processing of your online application, a signature form must be completed and returned to the bank. |
| Signature Form for Phone Applications | To assist us in the processing of your phone application, a signature form must be completed and returned to the bank. |
Visa Debit Card Forms
| Visa Debit Card Application Form | To apply for a Visa Debit Card which links to your existing HSBC account, complete this form and mail or fax it to HSBC. |
| ATM and Visa Debit Card Maintenance Form | To order a PIN, report a lost/stolen ATM or Visa Debit card, or order a replacement Card. |
| Transaction Dispute Form | To dispute a transaction on your HSBC Card, complete this form and mail it to HSBC. Please also include any supporting documentation. |
| Visa Debit Card Activation Form | Complete this form to activate your Visa Debit card if you are unable to use HSBC Phone Banking (1300 308 008). Simply sign and return it to HSBC Card Services (mail to GPO Box 4263, Sydney NSW 2001 or fax to +612 8987 5923). |
Home Loan Forms
| Direct Debit Request - Loan Payments | To set up or change automated repayments from your nominated bank account to your HSBC loan, complete this form and mail it to HSBC. |
| Home Loan Application | To apply for an HSBC Home Loan, complete this form and mail it to HSBC. Please also include any supporting documentation. |
HSBC Premier Forms
| HSBC Premier Deposit Account Application Form | Download the HSBC Premier Deposit Account Application form and return it to a HSBC branch providing the 100 points of identification. |
| HSBC Premier Service Guide | To find out more information about HSBC Premier download the HSBC Premier Service Guide. |
Savings and Deposit Account Forms
| Personal Deposit Account Application | Download the Personal Deposit Account Application (Cash Management Account, Savings Cheque Account, PowerVantage Cash Management Account, Foreign Currency Savings Account and Term Deposit Account). |
| Multi Currency Account Application | Download the Multi Currency Account Application Form. |
| Online Savings Account - Client Acknowledgement and Signature(s) |
Download the Client Acknowledgement and Signature(s) Form for an Online Savings Account. |
| Customer Identification - Authorised Referee | Download the Customer Identification - Authorised Referee Form for an Online Savings Account and Serious Saver Account. |
| Serious Saver - Nominated Account, Client Acknowledgement and Signature(s) |
Download the Nominated Account, Client Acknowledgement and Signature(s) Form for HSBC Serious Saver Accounts. |
| HSBC Online Savings & Serious Saver Account Client Acknowledgement & Signature(s) | Download the HSBC Online Savings & Serious Saver Account Client Acknowledgement & Signature(s) Form. |
| Serious Saver - Change Your Nominated Account |
Download the Change Your Nominated Account Form for HSBC Serious Saver Accounts. |
| Serious Saver - Product Disclosure Statement |
Download the Product Disclosure Statement for HSBC Serious Saver Accounts. |
| Product Disclosure Statement | Download the Product Disclosure Statement for Personal Savings and Deposit Accounts. |
| Supplementary Product Disclosure Statement | Download the Supplementary Product Disclosure Statement for Personal Savings and Deposit Accounts. |
| Privacy Acknowledgment and Consent | Download the Privacy Acknowledgment and Consent Form. |
| Local Telegraphic Transfers | Download the Local Telegraphic Transfer Form. |
| Foreign Telegraphic Transfers | Download the Foreign Telegraphic Transfer Form. |
