| Affordability Statement |
To be lodged with all applications for an increase where existing home loans have been current for >12 months with excellent repayment record. Also to be lodged with all Low Doc Home Loans and Low Doc Portfolio Home Loans |
| Affordability Self Assessment |
To be lodged with all applications for an increase where existing home loans have been current for >12 months with excellent repayment record. Also to be lodged with all Low Doc Home Loans and Low Doc Portfolio Home Loans |
| Application for Refinance Exemption (SA Government) |
South Australia only: To be lodged when refinancing a mortgage. |
| ATOMS Registration Form |
To be completed by Brokers requiring ATOMS access |
| Authority for Auto Transfer Portfolio Loans |
Required when repayment is requested to be transferred from one St George Account to Portfolio sub account. |
| Business Purpose Declaration |
To be used when loan is wholly or predominantly for business or investment purposes. |
| Certified Identification CID Form |
Lodge this form when a new customer to BankSA can not being identified face-to-face, including non residents where the customer is outside Australia. |
| Cost Estimate Worksheet (Owner Builder loans) |
Cost Estimate Worksheet is to be complete and signed by all applicants and is to be lodged with every Owner Builder Home Loan Appplication. |
| Credit Card Automatic Payment Plan |
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| Direct Debit Request Authority for Automatic Transfer |
Required when repayment is requested to be transferred from one BankSA Account to a Standard Personal Loan or from an external Financial Institution. |
| Direct Debit Request Authority for Automatic Transfer - Portfolio Loans |
Required when repayment is requested to be transferred from one BankSA Account to a Portfolio Loan sub account or from an external Financial Institution. |
| Direct Debit Request Service Agreement |
To be handed to all customers completing a Direct Debit Request. |
| Essential documentation for lodging electronically (pdf, 150kb) | EL submission privacy declaration and supporting document checklist - ideal for mobile brokers. |
| Financial Position |
Statements of Assets and Liabilities for Applicants. |
| Financial Workbook |
Incorporating Manual Income Calculation Worksheet, Liabilities statement and Funds to Complete to be lodged with all Home loan Applications. |
| First Home Owner Grant Application Forms |
- Guide and example of how to fill in NSW Application Form
NT - NSW Application Form |
| Funds to Complete Worksheet |
To be lodged with every Home Loan Application. |
| GOLD EasySwitch |
Easy Switch Application Form. |
| Home Loan Application |
To be completed and signed by all applicants/guarantors |
| Home Loan Application Checklist |
To be lodged with every Home Loan application |
| Home Loan Application Cover Sheet |
To be lodged with every Home Loan Application |
| Identification Verification Form |
Required for all new customers to BankSA |
| Income and Employment |
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| Low Doc Home/Portfolio Affordability Self Assessment form |
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| Loan Switch Application Checklist |
To be lodged when switching between a Standard Loan and Portfilio and between Low Doc, including Low Doc Portfolio, and Standard Loan and between Low Doc and Low Doc Portfolio. |
| Logo Request Form |
To be filled out by Broker and signed by BDM |
| Low Doc Home/Portfolio Affordability Self Assessment form |
To be completed and retained by applicant. |
| Low Doc Portfolio Loan - Request to Vary Existing Structure/Add a Sub-Account |
To be completed for changes to existing Portfolio Loan sub-accounts |
| Phone and Internet Banking Redraw |
Phone and Internet Banking Redraw Registration. |
| Portfolio Closure Request |
Portfolio Closure Request. |
| Portfolio Loan - Request to Vary Exiting Structure/Add a sub-Account |
To be completed for changes to existing Portfolio Loan sub-accounts |
| Rate Lock Request Form |
To be completed for all new fixed rate applications where rate lock is requested. |
| Redraw request |
To be completed for Redraw requests |
| Request to Pay Interest in Advance |
To be completed when paying interest in adavance |
| Seniors Access Brokers Confirmation Checklist |
To be lodged with all Seniors Access Home loans. |
| Seniors Access Home Loan Financial Advice Certificate |
To be completed for all Seniors Access and Seniors Access Plus home loan applications. |
| Verbal Product Disclosure Statement |
Information to be read out to customer about the essential feature of an FSRA regulated product. |
| SFHL Sample Custodian Deed |
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