Please email your completed form/s to info@bankfirst.com.au unless otherwise specified on the form.

Banking

Title Description
Add Power of Attorney to an Account (PDF) Use this form to add an attorney to your account. They will be able operate the account as if it were their own.
Add Signatory (PDF) Use this form to give another person the authority to operate on your accounts.
Change of Name (PDF) Use this form to inform us if you have changed your name. Please provide supporting documents.
Amend account ownership (PDF) Use this form to remove or add a secondary card holder.
Bank Transfer (PDF) Use this form to transfer money to an external account. Alternatively, this can be done through our Internet Banking or App.
Cancellation of Regular Authorised Payment (PDF) Use this form if you need to cancel a regular payment coming from one of your accounts.
Change of business/trust name (PDF) Use this form to inform us if you there has been a change to the name of your business or trust.
Cheque Book Application (PDF) Use this form to apply for a cheque book.
Credit Card Application
PDF or Online
Use this form to apply for a Bank First VISA Credit card. Alternatively, you can apply via our online form.
Crediting Pay or Income (PDF) Use this form to request that we arrange the electronic deposit of part or all of your income into your account/s on your behalf.
Change of Internet Banking Transfer Limit (PDF) Use this form to request a change to your transfer limit within Internet Banking.
Change of Account Details for Reccurring Payments (PDF) Use this form to notify us of a change of account details for recurring payments.
International Draft Application (PDF) Use this form to apply for foreign draft. You will require the payee's details before filling in this form.
International Funds Transfer (PDF) Use this form to transfer funds internationally.
Joint Savings Account Application
PDF or Online
Use this form to apply for a joint savings account. Alternatively, you can use our online form.
New Member Application
PDF or Online
Use this form to open an account for the first time with Bank First. Alternatively, you can use our online application form.
New Member Application - Under 18 years (PDF) Use this form to open an account for your child or teenager.
Notice of Variation of Account Details Form (PDF) Use this form to move direct debits and credits to your Bank First account.
Overdraft Application (PDF) Use this form to apply for an overdraft.
Removal of Signatory (PDF) Use this form to remove the authority of someone to operate account/s.
Pension Account Application
PDF or Online
Use this form to change your Everyday Account to a Pension Account. Alternatively, you can use our online form.
Regular Authorised Payment (PDF) Use this form to create a new, or amend an existing, regular authortised payment.
Savings Account Application
PDF or Online
Use this form to apply for a Bank First Savings Account. Alternatively you can use our online application form.
Self Certification - Overseas Residency for Tax Purposes (PDF) Use this form to inform us if you are a tax resident of any country other than Australia (also used when returning to Australia after residing overseas).
Self Certification - Overseas Residency for Tax Purposes (Non-Individual) (PDF) Use this form to inform us if you are a tax resident of any country other than Australia (also used when returning to Australia after residing overseas)
Switch of Regular Payments Arrangements (PDF) Use this form to switch your regular payments to Bank First. This gives us authority to obtain a list of regular payments from your other financial institution.
Term Deposit Application
PDF or Online
Use this form to apply for a Bank First Term Deposit. Alternatively you can use our online form.
Term Deposit Maturity Instructions (PDF) Use this form to instruct us on what to do with the proceeds of your Term Deposit upon maturity.
Term Deposit Notice of Early Withdrawal (PDF) Use this form to withdraw your term deposit before its maturity date. Please note this will result in an interest rate reduction.
Visa Transaction Dispute Form (PDF) Use this form to dispute a transaction on your Visa card.

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Loans

Title Description
Family Guarantee Guarantor Application (PDF) Use this form to apply to be Guarantor for a home loan.
Family Repayment Pause Request Form (PDF) Use this form to request a repayment pause on a loan.
First Home Bonus Saver Account Application Form
PDF or Online
Use this form to apply for a First Home Bonus Saver account. Alternatively, you can use our online form.
Guarantor Application Form (PDF) Use this form to apply for a guarantor as part of your home loan. Your guarentor will need to fill their details in, including income, assets and liability details.
Home Loan Application Form
PDF or Online
Use this form to apply for any of our home loan products. Alternatively, you can use our online form.
Personal or Car Loan Application Form
PDF or Online
Use this form to apply for a personal or car loan product. Alternatively, you can use our online form.
Redraw Letter (PDF) Use this letter to give authorisation for redraw to occur on your loan via internet banking.

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General

Title Description
Change of Name (PDF) Use this form to inform us if you have changed your name. Please provide supporting documents.
Change of Address (PDF) Use this form to update your residential or postal address. If you have any insurance products with us, this may impact your premium.
Proof of Identity (PDF) Use this form to get your documents certified when you are required to prove your identity.
Proof of Identity - non-individual (PDF) Use this form to get your documents certified when you are required to prove your identity for a non-individual account. This is for business/school accounts, joint accounts, etc.

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Financial Planning

Title Description
Fact Finder (PDF) Use this form to detail your expenses and and risk profile to assist Financial Planning.
Risk Profiler (PDF) Use this form to determine your risk profile for investments.

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School Accounts

Title Description
Authority for non-signatories to access school finance account details (PDF) Use this form to authorise non-signatory person/s to request statements, obtain maturity information, account balances and transaction details.
Add Signatory - Non-Individual Account (PDF) Use this form to give another person the authority to operate account/s. This is for business/school accounts etc.
Add Signatory - Preschool petty cash (PDF) Use this form to give another person the authority to your preschool petty cash account.
Change of Address (PDF) Use this form to update your residential or postal address. If you have any insurance products with us, this may impact your premium.
Change of Signatory/ies - Preschool Accounts (PDF) Use this form to give another person the authority to operate account/s. This is for preschool accounts.
Change of Signatory/ies - School Accounts (PDF) Use this form to give another person the authority to operate account/s. This is for school accounts.
Proof of Identity (PDF) Use this form to get your documents certified when you are required to prove your identity.
Proof of Identity - non-individual (PDF) Use this form to get your documents certified when you are required to prove your identity. This is for business/school accounts, joint accounts etc.
Preschool Account Application - Existing Members (PDF) Use this form if you are already a Bank First member and wish to open another account with us. This is for our preschool accounts.
Preschool Account Application - New Members (PDF) Use this form if you are a Preschool who wishes to open a new Bank First account.
Removal of Signatory - Non-Indvidual Account (PDF) Use this form to remove the authority of someone authorised to operate account/s. This is for business/school accounts etc.
Savings Account Application - Non-Individual (PDF) Use this form to apply for a savings account for a non-individual account. This is for business/school accounts etc.
School Account Application - New Members (PDF) Use this form if you are a School who wishes to open a new Bank First account.

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Superannuation

Title Description
Application for Superannuation Membership (PDF) Use this form to join the Bank First superannuation fund.
Change of details - Pension Account (PDF) Use this form to inform us of changes to your Pension payment details.
Change of Member Details (PDF) Use this form to change either your date of birth, or to cancel your insurance, associated with your supperannuation account.
Death Benefit Nomination - Lump Sum only (PDF) Use this form to advise us of who is to receive your supperannuation benefit in the event of your death.
Employer Contributions to Bank First Superannuation - BPAY, EFT & Cheque (PDF) Use this form if your employer contributions will be made by BPAY, EFT or Cheque
Employer Contributions to Bank First Superannuation - Direct Debit (PDF) Use this form if your employer super contributions will be made by direct debit
Intention to claim a tax deduction for personal contributions (PDF) Use this form to notify us of your intentaion to claim a tax deduction for personal contributions to your Superannuation.
Investment Application Form - Future Contributions (PDF) Use this form to direct us on how you would like your future Superannuation contributions invested - there are 5 investment options available.
Investment Form - Switching Existing Balance (PDF) Use this form to direct us on how you would like your existing Superannuation balance invested - there are 5 investment options available.
Notice of intention to claim a tax deduction for personal contributions (PDF) Use this form if you are 65 or over, employed and would like to make contributions to your superannuation
Pension Investment Form - Switching Existing Balance (PDF) Use this form to direct us on how you would like your existing Pension balance invested - there are 5 investment options available.
Superannuation contribution - cheque (PDF) Use this form if you or your spouse are making contributions by cheque to your Superannuation account.
Superannuation contribution - direct debit (PDF) Use this form if you or your spouse are making contributions by direct debit to your Superannuation account.
Super to Pension transfer request (PDF) Use this form to request to transfer your Superannuation to a Pension account.
Superannuation transfer request (PDF) Use this form if you are transferring your Superannuation from another fund to your Bank First Superannuation account in the CUBS Superannuation Fund.
Superannuation Withdrawal Request (PDF) Use this form to withdraw part or all of your Superannuation account, and to instruct us where to make the payments.
Transfer your transition to retirement income stream to an account based pension (PDF) Use this form to apply to transfer your transition to retirement income stream to an account based pension

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