Table of contents
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.
Connected Party form (PDF,85 KB)
Your web browser may not be able to display this Adobe PDF form. If you encounter this issue, first download and save the form onto your desktop and then open it with Adobe Reader.
Use this form to add or delete a Connected Party arrangement on your account(s).
Please note: Application of new form to existing customers who had signed a previous version of this form on or before 20/11/2023. The terms in this new form apply to Authority to Operate and Power of Attorney already established by a customer. The bank has the right to make changes for legitimate business reasons and can do so by way of this website update. Details of the change will be sent to the customer in a separate communication within 3 months of the change taking effect.
Funds Transfer Form (PDF, 2.6 MB) [Smart Form]
Your web browser may not be able to display this Adobe PDF form. If you encounter this issue, first download and save the form onto your desktop and then open it with Adobe Reader.
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.
Request for Access to Personal Information (PDF)
Complete this form if you are requesting access to your personal information held by HSBC Bank Australia Limited.
For more information on accessing your personal information visit - Important Information for HSBC Customers.
Consent to Disclosure your Personal Information to a Third Party Form (PDF)
Complete this form if you are consenting to disclose your personal information to a Third Party.
For more information on accessing your personal information visit - Important Information for HSBC Customers.
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.
Home Loan Product Suitability Form (PDF, 78 KB)
Complete this form to confirm product selection suitability for your loan variation, where you are changing repayment type from Principal and Interest (P&I) to Interest Only (IO).
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) for your transaction or savings account.
Online/Phone Banking Forms - Personal and SMSF, Trust & Non Trading Entities
Online/Phone Banking Application Request (PDF, 53 KB)
To apply for HSBC's Online and Phone Banking Service.
Online and Phone Banking for Entities – New User (PDF,59KB)
To set up a new user for Online and Phone Banking for SMSF, Trust and Non Trading Entity accounts.
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.
Phone Banking Service Options for Entities (PDF,64KB)
To amend your access to types of Phone Banking Service option for SMSF, Trust and Non Trading Entity accounts.
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.
Personal and Car Loan Forms
HSBC Personal Loan Direct Debit Amendment Request (PDF, 41 KB).
To set up automated monthly Personal Loan repayments from your nominated bank account. HSBC Personal Loans Direct Debit Request
Terms And Conditions (PDF, 684 KB)
HSBC Personal Loan Terms.
Request for Refund of Unclaimed Monies from ASIC (Individuals) (PDF, 52.6 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) for your personal loan account.
Personal Banking Booklet (PDF, 1.5 MB).
This booklet forms part of the personal loan agreement.
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, 46 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.
Request for Refund of Unclaimed Monies from ASIC (Individuals) (PDF, 52.6 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) for your credit card account.
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.
Home Loan Forms
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, 1.2 MB)
HSBC Home Loan Terms.
Break Cost Facts Sheet (PDF, 427 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.
Personal Banking Booklet (PDF,1.5 MB).
This booklet forms part of the home loan agreement.
HSBC Premier Forms
HSBC Premier Deposit Account Application Form (PDF, 261 KB)
To apply for an HSBC Premier Deposit Account.
HSBC Premier Service Guide (PDF, 3.8 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
Apply for an everyday bank account with no monthly account fee.
Apply for a savings account with a Monthly Bonus rate and easy access to your money when you need it.
Apply for an online savings account with introductory interest rate for the first 3 months.
Apply for a fee free everyday account for here and overseas.
Personal Deposit Account Application (PDF, 229 KB)
Apply for a Personal Deposit Account including Everyday Global, Day To Day, HSBC Everyday Savings, HSBC Bonus Savings, Offset Savings and Term Deposit Accounts.
SMSF, Non–Trading Entity and Formal Trust Application (PDF, 1.03 MB) [Smart Form]
Your web browser may not be able to display this Adobe PDF form. If you encounter this issue, first download and save the form onto your desktop and then open it with Adobe Reader.
As part of your SMSF / Trust / Non-trading entity portfolio, apply for Everyday Global, Day to Day, HSBC Bonus Savings, HSBC Everyday Savings, Term Deposit 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 Request (PDF, 62 KB)
This form is your request to HSBC to provide you with a list of all your regular direct debits, direct credits and periodical payments made to and from your HSBC account over the last 13 months.
Privacy Policy.
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 Everyday Savings - Change Your Nominated Account (PDF, 44 KB)
Change your HSBC Everyday Savings nominated account.
Funds Transfer Form (PDF, 2.6 MB) [Smart Form]
Your web browser may not be able to display this Adobe PDF form. If you encounter this issue, first download and save the form onto your desktop and then open it with Adobe Reader.
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)
Account Reactivation/Closure Request Form (PDF, 94 KB)
Complete this form to request to reactivate or close your HSBC transaction or savings account(s).
Close Account Request Form (PDF, 65 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.
Transaction and Savings Accounts Terms(PDF, 1.1 MB).
This document contains important information about Transaction and Savings Products.
Financial Services Guide for Transaction and Savings Accounts(PDF, 907 KB).
Financial Services Guide for Transaction and Savings Accounts
Personal Banking Booklet (PDF, 1.5 MB).
This booklet forms part of the Product Disclosure Statement for Transaction and Savings Products.
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).