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Forms

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General Forms

Visa Debit Card and PIN Maintenance Form (PDF, 52 KB)

To undertake maintenance on your Visa Debit Card including:

  • ordering a new Personal Identification Number (PIN)
  • reporting a lost/stolen Visa Debit Card
  • ordering a replacement card.

Change of Customer Details Form (PDF, 97 KB)

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.

Changes to address or contact details can be made by calling us on 1300 308 008, by visiting any HSBC branch or via HSBC's Internet Banking.  

Transaction Dispute Form (PDF, 61 KB)

To dispute a transaction on your account including transactions made by credit card, debit card, internet, mobile or phone banking.

Customer Identification - Authorised Referee (PDF, 40 KB)

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.

Authority to Operate Amendment Form (PDF, 125 KB)

Use this form to add or delete an Authority to Operate arrangement on your account(s).

Funds Transfer Form (PDF, 2.6 MB)

To make a transfer of funds within Australia in Australian dollars or to make an international transfer of funds where a foreign currency is involved. This replaces the former form, known as a 'Telegraphic Transfer'.

Please note: HSBC may attempt to contact you regarding details of your Funds Transfer Form Request. Please ensure that your contact details are correct before sending your Request in order to minimise any delays in processing. 

Standing Instruction Application (PDF, 78 KB)

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.

Corporate/Commercial Customer - Individual Identification Form (PDF, 69 KB)

To verify individual identities for corporate and commercial customers.

Appointment of Verifying Officers / Identification by a Verifying Officer Form(PDF, 89 KB)
               

To verify multiple identities for corporate and commercial customers. Download Appointment of Verifying Officers / Identification by a Verifying Officer Form

Company Identification Form (PDF, 899 KB)

To verify the identity of all company types whether registered in Australia or not.

Client Identification Form (I-Form) (PDF, 1.9 MB)

To verify the identity of Domestic and Foreign Companies.

Government Body Identification Form (PDF, 57 KB)

To verify the identity of various Australian and Foreign Government Bodies including Local Councils and Universities.

Request for Information Form (PDF, 59 KB)

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. 

Statement of Financial Position (PDF, 107 KB)

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 best type of assistance to help your situation improve. Please ensure that your contact details are correct before sending your request.

Request for Refund of Unclaimed Monies from ASIC (Individuals) (PDF, 73 KB)

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).

Online/Phone Banking Forms - Personal Accounts

Online/Phone Banking Application Request (PDF, 53 KB)

To apply for HSBC's Online and Phone Banking Service.

Online/Phone Banking Service  Amendment Request Form (PDF, 64 KB)

To undertake maintenance for your HSBC Online and Phone

Banking Service including:

  • temporarily suspending your Online or Phone Banking Service
  • cancelling your Online or Phone Banking Service
  • amending your Online Banking service limits
  • adding or removing accounts accessed using Online or Phone Banking. 

Online Banking Service Pre-Designated Payee/Limit Request Form (PDF, 52 KB)

To undertake maintenance for your HSBC Online Banking including:

  • requesting the ability to make Online Banking transfers to pre-designated third party accounts
  • amending the daily transactional limit that applies to Online Banking pre-designated transfers

Phone Banking Service Options Form (PDF, 55 KB)

To amend your access to types of Phone Banking Service.

Physical Security Device Request (PDF, 49 KB)

To request a new or replacement of your Physical Security Device.

Monthly Emailed Bank Statements and Notification Form (PDF, 67 KB)

To receive your monthly banking statements (excluding Credit Cards) and notifications direct to your designated email address.

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

Internet/Phone Banking - New Administrator/User/Delegate (PDF, 71 KB)

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.

Phone Banking Service Options Form (PDF, 69 KB)

To amend your access to types of Phone Banking Service options or accounts linked for a Delegate.

Internet Banking Service Options (PDF, 82 KB)

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.

Internet Banking - Increase Limit for Regular Payees (PDF, 46 KB)

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

Online Security Device Request (PDF, 39 KB)

To request a new or replacement Online Security Device (OSD) for an Administrator or User.

Internet/Phone Banking Service (PDF, 57 KB) - Transactional Access Retail Banking Deposit Accounts for an Entity

To obtain transactional access for the Internet Banking Service and the Phone Banking Service.

Personal and Car Loan Forms

HSBC Personal Loans Direct Debit Request (PDF, 53 KB)

To set up automated monthly Personal Loan repayments from your nominated bank account. HSBC Personal Loans Direct Debit Request

Terms And Conditions (PDF, 262 KB)

HSBC Personal Loan Contract Booklet of Standard Terms and Conditions.

Australia Post Form (PDF, 50 KB)

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. 

 

Credit Card Forms - New Customers

HSBC Low Rate Credit Card Online Application

To apply for HSBC's Low Rate Credit Card.

Platinum Credit Card Online Application

To apply for HSBC's Platinum Credit Card.

Platinum Qantas Credit Card Online Application

To apply for HSBC's Platinum Qantas Credit Card.

Identification Reference Form (PDF, 50 KB)

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.

Credit Card Forms - Existing Customers

Credit Limit Increase Request Form (PDF, 53 KB)

To request a credit limit increase for your HSBC Credit Card.

Please note: HSBC's credit criteria, terms and conditions apply.

Product Transfer Form (PDF, 56 KB)

To upgrade to a HSBC Credit Card that offers even greater features and benefits to meet your changing needs.

EasyPay Direct Debit Request Form (PDF, 49 KB)

To set up automated monthly EasyPay Credit Card repayments from your nominated bank account.

Transaction Dispute Form (PDF, 61 KB)

To dispute a transaction on your account including transactions made by credit card, debit card, internet, mobile or phone banking.

For all Additional Cardholder requests, please visit your nearest Branch or contact our Call Centre on 132 152

For overlimit or withdrawals, please call us on 132 152 (or +61 2 9005 8511 from overseas), visit a branch, or log on to Credit Cards Online to process your request.

Visa Debit Card Forms - Personal Accounts

Visa Debit Card Application Form (PDF, 50 KB)

To apply for a Visa Debit Card to be linked to your existing HSBC Account.

Visa Debit Card Daily Limit Amendment Request Form (PDF, 52 KB)

To change the Daily Limits on your Visa Debit Card.

Visa Debit Card and PIN Maintenance Form (PDF, 69 KB)

To undertake maintenance on your Visa Debit Card including:

  • ordering a new Personal Identification Number (PIN)
  • reporting a lost/stolen Visa Debit Card
  • ordering a replacement card.          

Transaction Dispute Form (PDF, 61 KB)

To dispute a transaction on your account including transactions made by credit card, debit card, internet, mobile or phone banking.

Visa Debit Card Forms - Business Accounts

Business Visa Debit Card Activation Form (PDF, 127 KB)

To activate your Business Visa Debit Card if you are unable to use HSBC Phone Banking (1300 416 820).

Business Visa Debit Card & PIN Maintenance Form (PDF, 137 KB)

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.

Business Visa Debit Card Limits & Access Form (PDF, 145 KB)

To request changes to the Daily Limits, Cash Withdrawal Access or Account Balance Visibility Access on a card.

Business Visa Debit Card Transaction Dispute Form (PDF, 143 KB)

To dispute a transaction on your account - only to be used by an Authorised Signatory.

Business Visa Debit Notification of Claim Form (PDF, 140 KB)

To initiate a claim for Unauthorised Transaction Insurance in the event of unauthorised cardholder activity - only to be used by an Authorised Signatory.

Home Loan Forms

Home Loan Application (PDF, 647 KB)

To apply for an HSBC Home Loan.

Form Access - The file is not supported by the Chrome, Firefox, and Safari default PDF viewer. Please open using Internet Explorer or right click on the form and download it onto your computer. You will be able to open it in the free Adobe Reader tool. Once you have completed all required fields, you can save and print as appropriate.

Direct Debit Request - Loan Payments (PDF, 72 KB)

To set up or change automated repayments from your nominated bank account to your HSBC Home Loan.

Terms and Conditions (PDF, 868 KB)

HSBC Home and Investment Property Loans Booklet of Standard Terms and Conditions.

HSBC Fixed Rate Loan Break Cost Fact Sheet (PDF, 27 KB)

If you are considering a Fixed Rate Loan as part of your financial arrangements, there are some key facts you should be aware of concerning break costs.

Discharge Request

To request your property be discharged from HSBC please contact your Relationship Manager, local branch or phone 1300 308 008.

HSBC Premier Forms

HSBC Premier Deposit Account Application Form (PDF, 285 KB)

To apply for an HSBC Premier Deposit Account.

HSBC Premier Personal Economy brochure (PDF, 3.6 MB)

To find out more information about HSBC Premier.

HSBC Premier Credit Card Product Transfer Request (PDF, 74 KB)

To upgrade to a HSBC Premier Credit Card that offers even greater features and benefits to meet your changing needs.

Transaction and Savings Account Forms

Day to Day Account

Apply for an everyday bank account with no monthly account fee.

Flexi Saver Account

Apply for a savings account with a competitive interest rate and easy access to your money when you need it.

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

Everyday Global Account

Ideal for transacting in foreign currencies.

Personal Deposit Account Application (PDF, 253 KB)

Apply for a Personal Deposit Account including Day To Day, Serious Saver, Flexi Saver, Multi Currency, Offset Savings and Term Deposit Accounts.

SMSF, Non–Trading Entity and Formal Trust Application (PDF, 1.03 MB)

As part of your SMSF / Trust / Non-trading entity portfolio, apply for Day to Day, Flexi Saver, Term Deposit, Multi Currency and Online Share Trading* Accounts.

* A referral will be sent and a separate electronic application will be required for online share trading.

Easy Account Switching Request (PDF, 55 KB)

We'll arrange for your direct debits and direct credits on deposit accounts to be switched from your previous bank account over to your new HSBC account.

HSBC Account Switching Request (PDF, 67 KB)

We'll arrange for all your direct debits and direct credits to be switched from your previous HSBC account to your new HSBC account.

Account Switching Important Information (PDF, 26 KB)

Regular Payments List Authority (PDF, 62 KB)

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.

Product Disclosure Statement (PDS) (PDF, 583 KB)

Product Disclosure Statement (PDS) for Personal Deposit Accounts. 

Privacy Acknowledgment and Consent (PDF, 30 KB)

Privacy Acknowledgement and Consent Form.

Client Acknowledgement and Signature(s) (PDF, 82 KB)

This form is to be used for your recent personal account application. Please mail the completed form within 30 days of submitting your application.

Customer Identification - Authorised Referee (PDF, 40 KB)

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

HSBC Serious Saver - Nominated Account, Client Acknowledgement and Signature(s) (PDF, 53 KB)

Client Acknowledgement, Nominated Account and Signatures required for opening HSBC Serious Saver Accounts.

HSBC Serious Saver - Change Your Nominated Account (PDF, 44 KB)

Change your HSBC Serious Saver nominated account.

Funds Transfer Form (PDF, 2.6 MB)

To make a transfer of funds within Australia in Australian dollars or to make an international transfer of funds where a foreign currency is involved. This replaces the former form, known as a 'Telegraphic Transfer'.

Please note: HSBC may attempt to contact you regarding details of your Funds Transfer Form Request. Please ensure that your contact details are correct before sending your Request in order to minimise any delays in processing. 

Salary Credit Change Request  (PDF, 50 KB)

Complete this form and submit it to your HR department to have your salary/wages credited to your HSBC bank account.

Periodic Payment Cancellation Form (PDF, 58 KB)

Direct Debit Cancellation Form (PDF, 59 KB)

Direct Credit Cancellation Form (PDF, 59 KB)

Close Account Request Form (PDF, 67 KB)

Complete this form to request the closure of your HSBC bank account.

For Credit Card closures please call the contact centre on 132 152.

Further Assistance

If you require any further assistance with these forms, please call us on 1300 308 008 (or +61 2 9005 8220 from overseas).

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