Useful Documents and Information | Bank of St Helena Ltd

Useful Forms and Documents

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

Completed Application Forms must be returned to the Bank, either in the main branch, remote banking sites or kiosks. Click here for opening hours.

Click here to view all applications that can be completed online

Banking Brochures

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

Individual Application Form

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

Apply for an Individual Account Online

This Online application requires Photo ID and further supporting documentation

Joint Application Form

To be used for opening a new Joint Current Account

Apply for a Joint Account Online

This Online application requires Photo ID and further supporting documentation

Minor Application Form

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

Apply for a Minor Account Online

This Online application requires Photo ID and further supporting documentation

Account Package Application (Individual)

Account Package Application

For existing individual account holders opting for a new Account Package

Local Debit Card Appendix

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

Online Banking Appendix*

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

Apply for an Individual Package Online

This Online application requires Photo ID and further supporting documentation

Account Package Application (Joint)

Account Package Application

For existing joint account holders opting for a new Account Package

Local Debit Card Appendix

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

Online Banking Appendix*

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

Apply for a Joint Package Online

This Online application requires Photo ID and further supporting documentation

*For Premium Customers only

BUSINESS ACCOUNT FORMS

Service Terms and Conditions

New Account Application

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

Apply for a Business Account Online

This Online application requires Photo ID and further supporting documentation

Account Package Application

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

Local Debit Card Appendix

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

Online Banking* Appendix

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

Cheque Book* Appendix

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

Apply for a Business Package Online

This Online application requires Photo ID and further supporting documentation

*For Standard and Premium Customers only

St Helena Pay Service Application

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

St Helena Pay Service

Terms and Conditions

PERSONAL AND BUSINESS PACKAGE AMENDMENT / ACCOUNT CLOSING

Package Amendment

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

Amend your Package Online

This Online application will require Photo ID if requesting Online Banking

Local Debit Card Replacement

To be used when requesting a replacement Local Debit Card

Close Account Form

To be used when wanting to close your account

Close Account Online Form

To be used when wanting to close your account

SAVINGS ACCOUNT OPENING FORMS

Account Terms and Conditions

Child Bond

Child Bond Savings Account Opening Form

To be used when opening a new Child Bond Savings Account

Apply for a Child Bond Account Online

This Online application requires Photo ID and further supporting documentation

Child Bond Savings Package Application Form

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

Apply for a Child Bond Package Online

This Online application requires Photo ID and further supporting documentation

Supporting Information

New Life

New Life Application Form

To be used when opening a New Life Savings Account

Apply for a New Life Savings Account Online

This Online application requires Photo ID and further supporting documentation

Supporting Information

Term Savings

Change an Existing Account

Change an Existing Account - Individual

Change an existing Individual Current Account into a Term Savings Account

Change an Existing Account - Joint

Change an existing Joint Current Account into a Term Savings Account

Change an Existing Individual Account Online

This Online application requires Photo ID and further supporting documentation

Change an Existing Joint Account Online

This Online application requires Photo ID and further supporting documentation

Open a New Term Savings Account

Individual Application Form

To be used when opening a new Individual Term Savings Account

Apply for an Individual Term Savings Account Online

This Online application requires Photo ID and further supporting documentation

Joint Application Form

To be used when opening a new Joint Term Savings Account

Apply for a Joint Term Savings Account Online

This Online application requires Photo ID and further supporting documentation

Minor Application Form

To be used when opening a new Minor Term Savings Account

Apply for a Minor Term Savings Account Online

This Online application requires Photo ID and further supporting documentation

Business/Organisation/Charity Application Form

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

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

This Online application requires Photo ID and further supporting documentation

Supporting Information

EVERYDAY BANKING

Direct Debits

Customer Terms and Conditions

Customer Mandate Forms

Customer Mandate Amendment

Customer Cancellation Form

Billing Organisation Terms and Conditions

Direct Debit Service Registration Form

Standing Order

New Standing Order

New Standing Order Online Form

Standing Order Amendment

Standing Order Amendment Online Form

Standing Order Cancellation

Standing Order Cancellation Online Form

Cheque

Terms and Conditions

Pay-in Itemisation

Information for Drawers

Information for Acceptors

Cheque Book Application Form

Apply for a Cheque Book Online

Foreign Exchange

Issues Surrounding Foreign Exchange

Account Detail Additions and Amendments

Change Customer Details

To be used when updating customer details

Change Customer Details Online Form

To be used when updating customer details

Communications Preferences

To be used when updating communication preference

Communications Preferences Online Form

To be used when updating communication preference

Account Claims Form

To be used when claiming funds from a dormant account

Accounts Claim Online Form

To be used when claiming funds from a dormant account

Close Account Form

Close Account Online Form

Per Pro Signatory Authority

LENDING

Personal Lending

Terms and Conditions

Secured/Unsecured Personal Loan

Secured Housing Loan

Commercial Lending

Terms and Conditions

Sole Trader or Partnership Application

Companies and other Registered Organisations 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

Community Projects Fund

REPORT AN ISSUE

Customer Complaints Form

FINANCIAL REPORTS

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

RECRUITMENT

Please note the Bank of St Helena does not process application forms received unsolicited, i.e. where there is no advertised vacancy.