• We will be performing scheduled maintenance on Friday 23 October at 8am until Monday 26 October at 5am. Customers can still use our online banking services however may experience slower performance. We apologise for any inconvenience.

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Forms and Online Applications

Download a form or apply online

To make things easier, we’ve made a list of all the important forms you need to create and manage your accounts quickly and easily. 

You can download, print, complete and submit the relevant form by one of the methods listed below. If you can’t find what you’re looking for, contact us and we would be happy to assist. 

email Email 
info@bankfirst.com.au
(Unless otherwise stated on the form)

Product Application Post 
PO Box 338
Camberwell
VIC 3214

To view and complete the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.

Product Application

Individuals

Apply for a Transaction, Savings or Pension Account

(New Customers)

New Bank First Customers can apply for a Transaction, Savings or Pension account online.

Alternatively, download and submit a New Membership Application Pack or New Membership Application pack (Under 18 yrs)

Supporting forms you may require: 

Apply for a Transaction, Savings or Pension Account

(Existing Customers) 

Existing Bank First Customers can apply for a Transaction, Savings or Pension account online. 

Alternatively, download and submit a Savings Account Application form or Joint Savings Account Application form to open a range of accounts. 

Apply for a First Home Bonus Saver Account 

Apply for a First Home Bonus Saver account online.

Alternatively, existing Bank First customers can download and submit a First Home Bonus Saver Account Application form.

Supporting forms you may require:

Apply for a Term Deposit

Apply for a Term Deposit online. 

Existing Bank First customers can open a range of Term Deposit accounts via Internet Banking. Alternatively, download and submit a Term Deposit Application form.

Apply for a Credit Card

Apply for a Visa Credit Card online. 

Alternatively, download and submit a Credit Card Application form. 

Supporting forms you may require:

Apply for a Home Loan

Apply for a range of Home Loan Products online.

Alternatively, download and submit a Home Loan Application form.

Supporting forms you may require:

Apply for a Personal or Car Loan

Apply for a Personal Loan or Car Loan online.

Alternatively, download and submit a Personal or Car Loan Application form.

Supporting forms you may require:

Apply for an Overdraft Account

Apply for a Overdraft facility online.

Alternatively, download and submit an Overdraft Application form.

Apply to be a Guarantor or
have a Guarantor as a part of your loan

Download and submit a Guarantor Application form to have a Guarantor as part of your home loan. 

Download and submit a Family Guarantee Guarantor Application form to be a Guarantor on someones Home Loan. 

Supporting forms you may require:

Apply for Bank First Superannuation membership

(Existing Customers)

Download and submit a Application for Superannuation Membership form to apply for a Bank First Superannuation membership.

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Schools and Businesses

Open a School Membership
(New Members)

Download and submit a School Membership Application form to apply for a School Finance Membership with Bank First.

Supporting forms you may require:

Open a Preschool Membership
(New Members)

Download and submit a Preschool Membership Application form to apply for a Preschool Membership with Bank First.

Supporting forms you may require:

Apply for Transaction and Savings Accounts
(Business members)

 

Download and submit a Savings Account Application (Non Individual) form to open a range of Transaction and Savings Accounts for Businesses. 

Apply for Transaction and Savings Accounts
(Schools)

Download and submit a Everyday School Account and Term Deposit application form to open a range of Transaction and Savings Accounts for Schools. 

Apply for Transaction and Savings Accounts
(Existing Preschool members) 

Download and submit a Preschool School Account Application form to open a range of Transaction and Savings Accounts for Preschools.

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Switching Banks

New Customers

Request regular payments details from your other financial institution

Download and submit a Switch of Regular Payments Arrangements form to give us the authority to obtain a list of regular payments from your other financial institution.

Move your Direct Debit and Credit payments to Bank First

Download and submit Notice of Variation of Account Details form and we will arrange to move your direct debits and credits on your behalf.

Credit your Pay/Income into your Bank First Account

Download and submit a Crediting Pay or Income form to request that we arrange the electronic deposit of part or all of your income into your account/s on your behalf.

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Making account alterations

Individuals

Update your Residential or Postal Address

Update your address via Internet Banking or over the phone (Individual, Joint, Sole Trader and Partnership Account types only). All other membership types, and two-to-sign authority accounts must download and submit a Change of Address form.

Notify us of a Change of Name 

Download and submit a Change of Name form to inform us if you have changed your name. 

Add a Signatory 

Download and submit a Add Signatory form to give another person the authority to operate on your accounts.

Supporting forms you may need to provide: 

Remove a Signatory 

Download and submit a Remove Signatories to Account form to remove a signatories access on your account/s. 

Change Primary / Secondary Account Holder 

Download and submit a Amend account ownership Form to change your account from individual to joint or vice versa. 

Supporting forms you may need to provide: 

Add Power of Attorney

Download and submit a Add Power of Attorney to an Account form to your account.

Supporting forms you may need to provide:

Switch Everyday Savings Account to a Pension Account

Download and submit a Switch Everyday Account to Pension Account form to switch to a Pension Account. 

Reduce Overdraft facility limit

If you would like to reduce your existing Overdraft limit complete an Overdraft Limit Reduction form online.

Close Overdraft facility

To cancel your Overdraft complete an Overdraft Closure Application form online. 

Reduce Credit Card Limit

If you would like to reduce your Credit Card limit complete a Credit Card Reduce Limit Request form online.

Close Credit Card Contract

To cancel your Credit Card Contract complete a Credit Card Cancellation Request form online. 

Apply for a Loan Repayment Pause 

Download and submit a Family Repayment Pause Request form to request a repayment pause on a loan.

Term Deposit - early withdrawal notice

Download and submit a Term Deposit Notice of Early Withdrawal form to withdraw a term deposit before its maturity date. 

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Schools, Preschools and Business

Update your Residential or Postal Address

Update your address via Internet Banking or over the phone (Individual, Joint, Sole Trader and Partnership Account types only). All other membership types, and two-to-sign authority accounts must submit their request by completing a Change of Address form.

Add a Signatory (Business and School Accounts)

Download and submit a Add Signatory - Non-Individual Account form to add a signatory on a business/school account. 

Remove a Signatory (Business and School Accounts) 

Download and submit a Removal of Signatory - Non-Individual Account form to remove a signatory on a business/school account. 

Change of Signatory/ies - (School Accounts)

Download and submit a Change of Signatory/ies - School Accounts form to update a signatory/ies details on school accounts.  

Grant authority for non-signatories to access school finance account details

Download and submit a Authority for non-signatories to access school finance account details form to authorise non-signatory person/s to request statements, obtain maturity information, account balances and transaction details. 

Add a Signatory (Preschool)

Download and submit a Add Signatory - Preschool petty cash form to give another person the authority to your preschool petty cash account. 

Change of Signatory (Preschool Accounts) 

Download and submit a Change of Signatory/ies - Preschool Accounts form to give another person the authority to operate account/s. This is for preschool accounts. 

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Payment and Transaction Instructions

Apply for a Cheque Book facility

Download and submit a Cheque Book Application form to add a Cheque Book facility to your account. Additional Cheque Books can be ordered via Internet Banking.

Arrange an International Draft 

Download and submit a International Draft Application form to apply for foreign draft. You will require the payee's details before filling in this form.

Arrange an International Funds Transfer 

Download and submit a International Funds Transfer form to arrange an overseas transfer. You will require the payee's details before filling in this form.

Dispute a Transaction on your Visa card 

If you would like to dispute a transaction on your Visa card, complete a Visa Transaction Dispute online.

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Managing my superannuation

Update Superannuation Member details

Download and submit a Change of Member Details form to change personal details associated with your superannuation account.

Notify us of changes to your Pension payments

Download and submit a Change of details - Pension Account form to inform us of changes to your Pension payment details.

Make a Death benefit nomination

Download and submit a Death Benefit Nomination - Lump Sum only form to advise us of who is to receive your superannuation benefit in the event of your death. 

Notify us of your intention to claim a tax deduction

Download and submit a Intention to claim a tax deduction for personal contributions form to notify us of your intention to claim a tax deduction for personal contributions to your Superannuation. 

Investment options (switching existing balance and future contributions)

Download and submit a Investment Form - Switching Existing Balance form to direct us on how you would like your existing Superannuation balance invested.

For future contributions, download and submit an Investment Application - Future Contributions form.

Superannuation contribution eligibility 65yrs or over

Download and submit a Superannuation Contribution Eligibility form if you are 65 or over, employed and would like to make contributions to your superannuation.

Investing your existing Pension balance

Download and submit a Pension Investment Form - Switching Existing Balance form to direct us on how you would like your existing pension balance invested - there are 5 investment options available.

Superannuation contribution - direct debit and cheque

Download and submit a Superannuation contribution - direct debit form if you or your spouse are making contributions by direct debit to your Superannuation account.

Alternative, for contributions by cheque, download and submit Superannuation contribution - cheque form.

Super to Pension transfer request

Download and submit a Super to Pension transfer request form to transfer your Superannuation to a Pension account.

Superannuation transfer request to Bank First

Download and submit a Superannuation transfer request form if you are transferring your Superannuation from another fund to your Bank First Superannuation account in the CUBS Superannuation Fund.

Superannuation withdrawal request

Download and submit a Superannuation Withdrawal Request 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

Download and submit a Transfer your transition to retirement income stream to an account based pension form to apply to transfer your transition to retirement income stream to an account based pension.

Pension Tax File Number Notification

Download and submit a Pension Tax File Number Declaration form to declare your tax file number for your account based pension.   

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