Useful Documents and Forms | Bank of St Helena Ltd

Useful Forms and Documents

Customers are reminded applications available to submit online will not be accepted via email, however, hard copies can be dropped at any Bank location.

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

Click here to view all applications that can be completed online

Rates, Fees and Charges

TELLER SERVICES

Please be advised the Bank does not accept these completed instructions via email

Account Transfers

Single

Form for transferring money from one account to another

Account Transfers

Multiple

Form for making up to 25 transfers from your account

Paying-in Slip

SHP

Form for paying in cash in St Helena Pounds (SHP)

Paying-in Slip

GBP

Form for paying in cash in UK Pound Sterling (GBP)

Cash Withdrawal

Form for withdrawing cash from your account

Authorisation Form

Form to authorise a third party to undertake transaction on your behalf

PERSONAL ACCOUNT FORMS

Service Terms and Conditions

New Account Application

Apply for an Individual Account Online

This Online application requires Photo ID and further supporting documentation

Download Individual Application Form

To be used for opening a new Current Account for an Individual

Apply for a Joint Account Online

This Online application requires Photo ID and further supporting documentation

Download Joint Application Form

To be used for opening a new Joint Current Account

Apply for a Minor Account Online

This Online application requires Photo ID and further supporting documentation

Download Minor Application Form

To be used for opening a new Current Account for a Minor

Account Package Application (Individual)

Apply for an Individual Package Online

This Online application requires Photo ID and further supporting documentation

Download Account Package Application Form

For existing individual account holders opting for a new Account Package

Download Local Debit Card Appendix Form

To be used when applying for a FREE Local Debit Card on your Account

Download Online Banking Appendix Form*

To be used when applying for Online Banking service on your Account(s)

Account Package Application (Joint)

Apply for a Joint Package Online

This Online application requires Photo ID and further supporting documentation

Download Account Package Application Form

For existing joint account holders opting for a new Account Package

Download Local Debit Card Appendix Form

To be used when applying for a FREE Local Debit Card on your Account

Download Online Banking Appendix Form*

To be used when applying for Online Banking service on your Account(s)

*For Premium Customers only

BUSINESS ACCOUNT FORMS

Service Terms and Conditions

Apply for a Business Account Online

This Online application requires Photo ID and further supporting documentation

Download New Account Application Form

To be used for new account opening for Business, Organisation or Charity Account

Apply for a Business Package Online

This Online application requires Photo ID and further supporting documentation

Download Account Package Application Form

For existing account holders opting for a Business Account Package on their Account

Download Local Debit Card Appendix Form

To be used when applying for a Local Debit Card on your Business Account

Download Online Banking* Appendix Form

To be used when applying for Online Banking service on your Business Account

Download Cheque Book* Appendix Form

To be used when applying for a Cheque Book on your Business Account

*For Standard and Premium Customers only

Apply for St Helena Pay Online

To be used when opting to provide the St Helena Pay Service to your customers at your Business Establishment

Download St Helena Pay Service Application Form (St Helena)

To be used when opting to provide the St Helena Pay Service to your customers at your Business Establishment on St Helena

Download St Helena Pay Service Application Form (Ascension)

To be used when opting to provide the St Helena Pay Service to your customers at your Business Establishment on Ascension Island

St Helena Pay Service

Terms and Conditions

Complete Change of Signatory Form Online

To be used when changing the Signatories on an Account

Download Change of Signatory Form

To be used when changing the Signatories on an Account

PERSONAL AND BUSINESS PACKAGE AMENDMENT / ACCOUNT CLOSING

Amend your Package Online

This Online application will require Photo ID if requesting Online Banking

Download Package Amendment Form

To be used when you require a change to your account package

Replace your Card Online

This Online application can be used when requesting a replacement Local Debit Card

Download Local Debit Card Replacement Form

To be used when requesting a replacement Local Debit Card

Close Account Online

To be used when wanting to close your account

Download Close Account Form

To be used when wanting to close your account

SAVINGS ACCOUNT OPENING FORMS

Account Terms and Conditions

Child Bond

Apply for a Child Bond Account Online

This Online application requires Photo ID and further supporting documentation

Download Child Bond Savings Account Opening Form

To be used when opening a new Child Bond Savings Account

Apply for a Child Bond Package Online

This Online application requires Photo ID and further supporting documentation

Download Child Bond Savings Package Application Form

To be used when applying for Online Banking for an existing Child Bond Savings Account

Supporting Information

New Life

Apply for a New Life Savings Account Online

This Online application requires Photo ID and further supporting documentation

Download New Life Application Form

To be used when opening a New Life Savings Account

Supporting Information

Term Savings

Change an Existing Account

Change an Existing Individual Account Online

This Online application requires Photo ID and further supporting documentation

Download Change an Existing Individual Account Application Form

Change an existing Individual Current Account into a Term Savings Account

Change an Existing Joint Account Online

This Online application requires Photo ID and further supporting documentation

Download Change an Existing Joint Account Application Form

Change an existing Joint Current Account into a Term Savings Account

Open a New Term Savings Account

Apply for an Individual Term Savings Account Online

This Online application requires Photo ID and further supporting documentation

Download Individual Application Form

To be used when opening a new Individual Term Savings Account

Apply for a Joint Term Savings Account Online

This Online application requires Photo ID and further supporting documentation

Download Joint Application Form

To be used when opening a new Joint Term Savings Account

Apply for a Minor Term Savings Account Online

This Online application requires Photo ID and further supporting documentation

Download Minor Application Form

To be used when opening a new Minor Term Savings Account

Apply for a Business/Organisation/Charity Term Savings Account Online

This Online application requires Photo ID and further supporting documentation

Download Business/Organisation/Charity Application Form

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

Supporting Information

EVERYDAY BANKING

Direct Debits

Customer Terms and Conditions

Apply for Direct Debit Online

Download Direct Debit Customer Mandate Form

Amend Existing Direct Debit Online

Download Direct Debit Amendment Form

Cancel Direct Debit Online

Download Direct Debit Cancellation Form

Billing Organisation Terms and Conditions

Apply for Direct Debit Service Registration Online

Download Direct Debit Service Registration Form

Standing Order

Apply for Standing Order Online

Download New Standing Order Form

Amend Standing Order Online

Download Standing Order Amendment Form

Cancel Standing Order Online

Download Standing Order Cancellation Form

Cheque

Terms and Conditions

Pay-in Itemisation

Information for Drawers

Information for Acceptors

Apply for a Cheque Book Online

Download Cheque Book Application Form

Foreign Exchange

Issues Surrounding Foreign Exchange

Account Detail Additions and Amendments

Change Customer Details Online

To be used when updating customer details

Download Change Customer Details Form

To be used when updating customer details

Submit Communications Preferences Online

To be used when updating communication preference

Download Communications Preferences Form

To be used when updating communication preference

Apply for Accounts Claim Online

To be used when claiming funds from a dormant account

Download Account Claims Form

To be used when claiming funds from a dormant account

Close Account Online

Download Close Account Form

Download Per Pro Signatory Authorisation Form

LENDING

Personal Lending

Terms and Conditions

Apply for a Secured/Unsecured Personal Loan Online

Download Secured/Unsecured Personal Loan Application Form

Apply for a Mortgage (Housing) Online

Download Mortgage (Housing) Application Form

Commercial Lending

Terms and Conditions

Apply for a Sole Trader or Partnership Loan Online

Download Sole Trader or Partnership Loan Application Form

Apply for a Limited Company Loan Online

Download Limited Company Loan Application Form

Short-Term Contract Finance

Terms and Conditions

Apply for Sole Trader or Partnership - Short-Term Contract Finance Online

Download Sole Trader or Partnership - Short-Term Contract Finance Application Form

Apply for Limited Company - Short-Term Contract Finance Online

Download Limited Company - Short-Term Contract Finance Application Form

Financial Support for Young Entrepreneurs

Terms and Conditions

Apply for Sole Trader or Partnership - Young Entrepreneur Support Online

Download Sole Trader or Partnership - Young Entrepreneur Support Application Form

Apply for Limited Company - Young Entrepreneur Support Online

Download Limited Company - Young Entrepreneur Support Application

How Your Loan Works

How your Loan Works

Business Loan Guide

Understanding Overdrafts

Loan Calculator

Cash Flow Template

INTERNATIONAL PAYMENTS

UK Beneficiary Form

Outside of UK Beneficiary Payment

COMMUNITY PROJECTS FUND

Submit Community Projects Application Online

Community Projects Fund Guide

CUSTOMER FEEDBACK AND SUGGESTIONS

Submit Customer Feedback and Suggestion Form Online

Download Customer Feedback and Suggestion Form

REPORT AN ISSUE

Customer Complaints Form

FINANCIAL REPORTS

Directors Report and Audited Financial Statement. Signed copied may be inspected in any office.

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