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.

Applications for the new Premier Fixed Savers are now available!

Scroll to the Savings Account section to apply.

Click here to view all applications that can be completed online

Rates, Fees and Charges

How long will your application take? Click here for our Customer Service Charter

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

Apply for Start Smart Account Online

A Parent / Legal Guardian applying for a Start Smart Accounts for their 13 – 17 year old

Download Start Smart Application

A Parent / Legal Guardian applying for a Start Smart Accounts for their 13 – 17 year old

Inactive and Dormant Accounts

A bank account that has had no customer-initiated transactions for a prolonged period.

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 an Non-Profit Organisation Account Online

This Online application requires Photo ID and further supporting documentation

Download Non-Profit Organisation Account Application Form

To be used for new account opening for a Non-Profit Organisation Account

Apply for a Charity Account Online

This Online application requires Photo ID and further supporting documentation

Download Charity Account Application Form

To be used for new account opening for Charity Account

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

Account Features – Online Banking, Local Debit Card and Overdraft

To cancel any of these services, please use Account Amendment Form below

Apply for Account Features Online

To be used when requesting Online Banking, Local Debit Cards and Overdraft for existing accounts

Download Individual Account Features Application

Download Joint Account Features Application

Download Business, Organisation or Charity Account Features Application

Account Amendment / Close Account / Request Replacement Card

Amend your Account Features Online

To request an amendment to your account features

Download Account Amendment Form

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

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 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 Online Banking for a Child Bond Account

This Online application requires Photo ID and further supporting documentation

Download Child Bond Savings Online Banking Application Form

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

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

Fixed Saver

(Previously 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 Fixed Saver 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 Fixed Saver Account

Open a New Fixed Saver Account

Apply for an Individual Fixed Saver Account Online

This Online application requires Photo ID and further supporting documentation

Download Individual Application Form

To be used when opening a new Individual Fixed Saver Account

Apply for a Joint Fixed Saver Account Online

This Online application requires Photo ID and further supporting documentation

Download Joint Application Form

To be used when opening a new Joint Fixed Saver Account

Apply for a Minor Fixed Saver Account Online

This Online application requires Photo ID and further supporting documentation

Download Minor Application Form

To be used when opening a new Minor Fixed Saver Account

Apply for a Business/Organisation/Charity Fixed Saver 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 Fixed Saver Account for a Business/Organisation/Charity

Premier Fixed Saver

Apply for an Individual Premier Fixed Saver Account Online

Three Saver options to choose from

Download Individual Application Form

To be used when opening a new Individual Premier Fixed Saver Account

Apply for a Joint Premier Fixed Saver Account Online

Three Saver options to choose from

Download Joint Application Form

To be used when opening a new Joint Premier Fixed Saver Account

Easy Saver

Easy Saver Individual Application

All online applications require a signature and photo ID.

Download an Easy Saver Individual Application

All online applications require a signature and photo ID.

Apply for a Joint Easy Saver Account Online

All online applications require a signature and photo ID.

Apply for a Minor Easy Saver Account Online

All online applications require a signature and photo ID.

Download a Joint Easy Saver Application

All online applications require a signature and photo ID.

Download a Minor Fixed Saver Application Form

All online applications require a signature and photo ID.

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

Online POA Signatory Authority

Download Per Pro Signatory Authorisation Form

Customer Information Update Form Online

Download Customer Information Update 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

Student Assistance Loan

Terms and Conditions

Apply for a Student Assistance Loan Online

Download Student Assistance Loan Application Form

With Parent or Guardian

Download Student Assistance Loan Application Form

With Business or Organisation

How Your Loan Works

How your Loan Works

Business Loan Guide

Understanding Overdrafts

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 Suggestions Online

Download Customer Feedback and Suggestion Form

REPORT AN ISSUE

Submit Customer Complaint Online

FINANCIAL REPORTS

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