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• Online Banking
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Table of contents

General forms.

Online/Phone Banking Forms – Personal and SMSF, Trust & Non Trading Entities

Personal and Car Loan Forms

Credit Card Forms

Visa Debit Card Forms - Personal Accounts

Home loan forms, hsbc premier forms.

Savings and Deposit Account Forms

• HSBC Australia Account Opening Guide  

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]

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.

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.

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)

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 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)

• ordering a replacement card.           

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 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

Day to Day Account

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

HSBC Bonus Savings Account

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

HSBC Everyday Savings Account  

Apply for an online savings account with introductory interest rate for the first 3 months.

Everyday Global Account

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]

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 (PDF, 104 KB) .

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.

• 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.

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

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).

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This website is designed for use in Singapore.  Cross-border disclaimer

New safety measure for Android device

Beware of apps from sources other than your phone’s official app stores which may contain malware. From 26 Feb 2024, new safety measure in the Android version of the HSBC HK App will be launched to protect you from malware. Learn more .

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• HSBC Online Banking
• Register for Personal Internet Banking
• Stock Trading
• Business Internet Banking

Forms and Documents Download of Other Accounts

• General Terms and Conditions [PDF] General Terms and Conditions [PDF] Download
• Account Rules for Hong Kong Dollar Statement Savings Account for Children [PDF] Account Rules for Hong Kong Dollar Statement Savings Account for Children [PDF] Download
• Combinations Statement Savings Account Rules [PDF] Combinations Statement Savings Account Rules [PDF] Download
• Conditions of Lease of Safe Deposit Locker (Individual) [PDF] Conditions of Lease of Safe Deposit Locker (Individual) [PDF] Download
• Conditions of Lease of Safe Deposit Locker (Joint Lessees) [PDF] Conditions of Lease of Safe Deposit Locker (Joint Lessees) [PDF] Download
• Super Ease Account Terms and Conditions [PDF] Super Ease Account Terms and Conditions [PDF] Download
• (Effective 1 Jun 2024) Bank Tariff guide for HSBC Wealth and Personal Banking Customers [PDF] (Effective 1 Jun 2024) Bank Tariff guide for HSBC Wealth and Personal Banking Customers [PDF] Download
• (Effective 1 Aug 2024) Bank Tariff guide for HSBC Wealth and Personal Banking Customers [PDF] (Effective 1 Aug 2024) Bank Tariff guide for HSBC Wealth and Personal Banking Customers [PDF] Download
• Hong Kong Dollar Savings Account Rules [PDF] Hong Kong Dollar Savings Account Rules [PDF] Download
• Hong Kong Dollar Statement Savings Account Rules [PDF] Hong Kong Dollar Statement Savings Account Rules [PDF] Download
• Renminbi Current Account Rules [PDF] Renminbi Current Account Rules [PDF] Download
• Renminbi Savings Account Rules (For Personal Renminbi Savings Account, Renminbi Trade Settlement Savings Account and Renminbi Savings Account (for Designated Business Customer)) [PDF] Renminbi Savings Account Rules (For Personal Renminbi Savings Account, Renminbi Trade Settlement Savings Account and Renminbi Savings Account (for Designated Business Customer)) [PDF] Download
• Time Deposits - General Terms and Conditions [PDF] Time Deposits - General Terms and Conditions [PDF] Download
• University Student Account Terms and Conditions [PDF] University Student Account Terms and Conditions [PDF] Download
• Change of Address/Telephone Number/Fax Number/Email Address Instruction Form (For Personal Customer) [PDF] Change of Address/Telephone Number/Fax Number/Email Address Instruction Form (For Personal Customer) [PDF] Download
• Change of Address and / or Customer Information Instructions Form (For Personal Customer) [PDF] Change of Address and / or Customer Information Instructions Form (For Personal Customer) [PDF] Download
• Documents to be Mailed in Chinese (For Personal Customer) [PDF] Documents to be Mailed in Chinese (For Personal Customer) [PDF] Download
• Documents to be Mailed in Chinese (For Personal Customer) – Simplified Chinese Version [PDF] Documents to be Mailed in Chinese (For Personal Customer) – Simplified Chinese Version [PDF] Download
• Sanctions External Policy - Full Written Attestation [PDF] Sanctions External Policy - Full Written Attestation [PDF] Download
• HSBC’s Global Sanctions Policy Statement HSBC’s Global Sanctions Policy Statement Download

Personal Integrated Account

We will no longer accept any new application for Personal Integrated Account from 27 Oct 2020 as we have launched a new enhanced integrated account – HSBC One, to meet your everyday banking needs. HSBC One does not have any minimum balance requirements or monthly account fees.

For existing Personal Integrated Account holders, you may apply to convert your account to HSBC One effective from 29 Oct 2020.

• Personal Integrated Account Welcome Pack [PDF] Personal Integrated Account Welcome Pack [PDF] Download
• Integrated Account Terms and Conditions [PDF] Integrated Account Terms and Conditions [PDF] Download
• Personal Integrated Account Summary of Key Terms [PDF] Personal Integrated Account Summary of Key Terms [PDF] Download
• HSBC Personal Banking Hotline [PDF] HSBC Personal Banking Hotline [PDF] Download

Deposits and accounts

• HKD Accounts Consolidation and Closure Form (for personal sole accounts only) [PDF] HKD Accounts Consolidation and Closure Form (for personal sole accounts only) [PDF] Download
• Foreign Currency Cheque Deposit Form [PDF] Foreign Currency Cheque Deposit Form [PDF] Download
• Personal Account Opening Form [PDF] Personal Account Opening Form [PDF] Download
• Time Deposit / Deposit Plus Maturity Instructions Form [PDF] Time Deposit / Deposit Plus Maturity Instructions Form [PDF] Download

Banking Service

• Instruction from Hospitalised Account Holder [PDF] Instruction from Hospitalised Account Holder [PDF] Download
• Service Fee Waiver Application Form [PDF] Service Fee Waiver Application Form [PDF] Download
• Certificate of Balance / Certificate of Interest / Statement / Cheque Copy / History Report Request Form (For Personal Customer) [PDF] Certificate of Balance / Certificate of Interest / Statement / Cheque Copy / History Report Request Form (For Personal Customer) [PDF] Download

This is an interactive Adobe PDF form that cannot be viewed in browser. Please download the form to your local drive and open it with Adobe Reader.

• Bank Reference Letter Application Form (For Personal Customer) [PDF] Bank Reference Letter Application Form (For Personal Customer) [PDF] Download
• Request for "Chat With Us" / "HSBC HK RM Chat" Transcript [PDF] Request for "Chat With Us" / "HSBC HK RM Chat" Transcript [PDF] Download
• Authorisation Form for Items to be Collected by Third Party [PDF] Authorisation Form for Items to be Collected by Third Party [PDF] Download
• Request for Receiving / Not Receiving Direct Marketing Contact and/or Information (Applicable for Personal Customer) [PDF] Request for Receiving / Not Receiving Direct Marketing Contact and/or Information (Applicable for Personal Customer) [PDF] Download
• Individual Tax Residency Self-Certification Form [PDF] Individual Tax Residency Self-Certification Form [PDF] Download
• Overseas ATM Withdrawal Limit Activation/Modification/Cancellation Form (for HSBC Premier Junior Pack Cash Card / Cash Card Beneficiary Card / Business Debit Card / Company ATM Card / Company Credit Card Only) [PDF] Overseas ATM Withdrawal Limit Activation/Modification/Cancellation Form (for HSBC Premier Junior Pack Cash Card / Cash Card Beneficiary Card / Business Debit Card / Company ATM Card / Company Credit Card Only) [PDF] Download
• Close Account Request Form (Integrated Account) [PDF] Close Account Request Form (Integrated Account) [PDF] Download
• Customer Information Sheet for Requesting Personal Account Document Authentication at HSBC Overseas Branch [PDF] Customer Information Sheet for Requesting Personal Account Document Authentication at HSBC Overseas Branch [PDF] Download
• Integrated Account Conversion Form [PDF] Integrated Account Conversion Form [PDF] Download
• Enquiry for the outstanding balance of the deceased's account request [PDF] Enquiry for the outstanding balance of the deceased's account request [PDF] Download
• Close Account Request Form (For Personal Customer) [PDF] Close Account Request Form (For Personal Customer) [PDF] Download
• Integrated Account Conversion Form (From Hong Kong Dollar Current Account or Hong Kong Dollar Current Account with Hong Kong Dollar / Foreign Currency Time Deposits Account / Wayfoong Statement Gold Account to Integrated Account) [PDF] Integrated Account Conversion Form (From Hong Kong Dollar Current Account or Hong Kong Dollar Current Account with Hong Kong Dollar / Foreign Currency Time Deposits Account / Wayfoong Statement Gold Account to Integrated Account) [PDF] Download
• Checklist for HSBC Premier/HSBC One/Personal Integrated Account/Business Integrated Customers to take action after Consolidating/Closing Accounts [PDF] Checklist for HSBC Premier/HSBC One/Personal Integrated Account/Business Integrated Customers to take action after Consolidating/Closing Accounts [PDF] Download
•   FATCA Supplementary Information Sheet FATCA Supplementary Information Sheet download the form from www.fatca.hsbc.com Modal

GBA Wealth Management Connect Account

• (Southbound) HSBC GBA Wealth Management Connect Account Closure Request Form (Southbound) HSBC GBA Wealth Management Connect Account Closure Request Form Download
• (Northbound) GBA Wealth Management Connect Designated RMB Savings Closure Form (Northbound) GBA Wealth Management Connect Designated RMB Savings Closure Form Download