From here you can download many documents that will be useful in accessing the services provided by the bank. Click on the icon to download. All documents provided here can also be obtained in person from any of our offices.
Where documents are in PDF format, to read them you will need a PDF reader (Version 6.0 or later). If you do not have one you can obtain one (free) from www.adobe.com. If you need information regarding visual impairment issues please consult the Adobe Accessibility website at http://access.adobe.com/. (The Bank of St. Helena takes no responsibility for external sites.)
The Terms and Conditions for Accounts form an integral part of any application. Please download and read these before completing an application form. Completed application forms should be brought to one of our offices, with the necessary identification.
Current Account Form - Personal
Download, print and complete this form if you want to open an Current Account for an individual. You can also use this form to open a joint account or an ordinary child's account.
Current Account Form - Business
Download, print and complete this form if you want to open an Current Account for a business.
Current Account Form - Organisation
Download, print and complete this form if you want to open an Current Account for an organisation (but not for a Registered Charity).
Current Account Form - Registered Charity
Download, print and complete this form if you want to open an Current Account for a Registered Charity (registered in St. Helena under the Charities Ordinance 2005).
Child Savings Bond Account Form
Download, print and complete this form if you want to open a Child Savings Bond Account.
New Life Savings Account Form
Download, print and complete this form if you want to open a New Life Savings Account.
Terms and Conditions
This document details the Terms and Conditions under which the Bank of St. Helena offers Accounts. This information is liable to change without notice. Please contact us if you have any queries.
Lending: General
The Terms and Conditions for Lending form an integral part of any application. Please download and read these before completing an application form.
How Your Loan Works
Information about borrowing
Loan Calculator
This Microsoft Excel® worksheet helps you calculate how much a Bank of St. Helena loan will cost you. Please read the instructions and conditions before use.
Terms and Conditions
This document details the terms and conditions under which the Bank of St. Helena offers personal and business loans. This information is liable to change without notice. Please contact us if you have any queries.
Lending: Business
The Terms and Conditions for Lending form an integral part of any application. Please download and read these before completing an application form.
Starting your Business
Read how you can get funds to start your new business, with a loan or overdraft from the Bank of St. Helena
Growing your Business
Read how you can get funds to grow your business, with a loan or overdraft from the Bank of St. Helena
Business loan application guide
The Bank is the first point of call for all applications for loans of a business nature. This document explains the information that is required in, and provides guidance for the creation of, an application for a business loan.
Cash Flow Forecast Example
This Microsoft Excel® worksheet shows you how to prepare a cashflow forecast, as you would to accompany a business loan application. It also has a template for you to adapt. Please read the instructions and conditions before use.
Understanding Overdrafts
An easy guide to Overdrafts, as a tool for business financing. Please note: at present, overdrafts are only available for business lending.
Lending: Personal
The Terms and Conditions for Lending form an integral part of any application. Please download and read these before completing an application form.
Application Form: Personal Loan
Download, print and complete this form if you want to apply for a Personal Loan, for any purpose other than house purchase, construction or improvement. For housing-related loans please use the Housing Loan form. Please return the completed form to the Lending Department at our Head Office in Jamestown, St. Helena (or hand it in at any office for forwarding).
Application Form: Housing Loan
Download, print and complete this form if you want to apply for a Housing Loan, i.e. for house purchase, construction or improvement. For other Personal Loans please use the Personal Loan form. Please return the completed form to the Lending Department at our Head Office in Jamestown, St. Helena (or hand it in at any office for forwarding).
Direct Debit
Please note that this is currently a Pilot Scheme
Scheme Rules, for Customers
Rules defining the operation of the Direct Debit scheme, as they apply to customers
Scheme Rules, for Billing Organisations
Rules defining the operation of the Direct Debit scheme, as they apply to billing organisations
Bank of St. Helena Cheques
Terms & Condition for Cheque Issue
Terms & Conditions for the issue and use of cheques This information is liable to change without notice. Please contact us if you have any queries.
Information for Drawers
If you are issued with a cheque book, please read these notes, which provide useful guidance on the correct use of your cheques.
Information for Acceptors
If you are planning to accept cheques, please read these notes, which provide useful guidance on the correct handling of cheques.
Cheque Pay-In Itemisation Form
This form can be used to itemise cheques for banking. Use of this form is recommended but is not mandatory.
Cheque Pay-In Itemisation Form (Excel®)
This is an electronic version of the form that can be used to itemise cheques for banking. Use of this form is recommended but is not mandatory.
Cheque Book Application Form
Form to apply for a cheque book
Transfers to St. Helena
Transferring money to St. Helena
This document gives details on how to transfer money from anywhere in the world to an account held at the Bank of St. Helena. The information is valid for single and regular transfers.
Various Bank Forms
Sterling External Payment - to UK
Form for making a Sterling (GBP) External payment to a UK Beneficiary See separate forms for 'Sterling External Payment - to NON-UK' and 'Non-Sterling External Payment'. For regular payments please see 'UK Standing Order Payment'.
Sterling External Payment - to NON-UK
Form for making a Sterling (GBP) External payment to a NON-UK Beneficiary See separate forms for 'Sterling External Payment - to UK' and 'Non-Sterling External Payment'.
Non-Sterling External Payment
Form for making a Non-Sterling External payment See separate forms for 'Sterling External Payment - to UK' and 'Sterling External Payment - to NON-UK'.
UK Standing Order Payment
Form for making regular External Payments in Sterling (GBP) to a UK Beneficiary For one-off payments please see 'Sterling External Payment - to UK'.
Local Standing Order Payment
Form for making regular payments to another Bank of St. Helena account