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Online Applications and Forms

All applications and forms detailed below can be completed and submitted online. Please read all accompanying information carefully. Please be advised some applications will require personal information be uploaded.

For further information, contact us on customerservices@sainthelenabank.com

PERSONAL ACCOUNT FORMS

Account Opening Application

Individual Account Opening Application

To be used when opening a new Individual Current Account

Joint Account Opening Application

To be used when opening a new Joint Current Account

Minor Account Opening Application

To be used when opening a new Minor Current Account

Account Package Application

Individual Package Application

To be used when applying for a Package on Individual Current Accounts

Joint Package Application

To be used when applying for a Package on Joint Current Accounts

BUSINESS ACCOUNT FORMS

Business Account Opening Application

To be used when opening a new Business Account

Business Package Application

To be used when applying for a Package on a Business Account

PERSONAL AND BUSINESS

Package Amendment / Close Account

Package Amendment

To be used when amending (i.e. upgrading or downgrading) an Account Package

Close Account

To be used when closing a Current Account

SAVINGS ACCOUNT FORMS

Child Bond Savings

Child Bond Savings Application

To be used when opening a new Child Bond Savings Account

Child Bond Savings Package Application

To be used when applying for a Package on a Child Bond Savings Account

New Life Savings

New Life Savings

To be used when opening a New Life Savings Account

Term Savings

Term Savings - Change an Existing Individual Account

To be used when changing an existing Current Account to a Term Savings Account

Term Savings - Change an Existing Joint Account

To be used when changing an existing Current Account to a Term Savings Account

Individual Account

To be used when opening an Individual Term Savings Account

Joint Account

To be used when opening a Joint Term Savings Account

Minor Account

To be used when opening a Minor Term Savings Account

Business/Organisation/Charity

To be used when opening a Business/Organisation/Charity Term Savings Account

STANDING ORDER

New Standing Order Request

To be used when applying for a new Standing Order

Standing Order Amendment

To be used when amending a Standing Order

Standing Order Cancellation

To be used when cancelling a Standing Order

CHEQUE BOOK

Cheque Book Application

To be used when applying for a new Cheque Book

CUSTOMER FORMS

Customer Details Form

To be used when updating Customer Details

Communications Preference

To be used when updating Communications Preference

Accounts Claim Form

To be used when claiming funds from a Dormant Account

Close Account Form

To be used when closing an Account