| Affordability Statement |
To be lodged with all applications for an increase where existing home loans have been current for >12 months with excellent repayment record. Also to be lodged with all Low Doc Home Loans and Low Doc Portfolio Home Loans |
| Affordability Self Assessment |
To be lodged with all applications for an increase where existing home loans have been current for >12 months with excellent repayment record. Also to be lodged with all Low Doc Home Loans and Low Doc Portfolio Home Loans |
| Application for Exemption from Mortgage Duty: Refinancing of Loans - NSW only | This form is applicable for NSW only |
| Application for Refinance Exemption (SA Government) |
South Australia only: To be lodged when refinancing a mortgage. |
| Asset Access Application Form and Checklist |
Please complete this form if you wish to use equity available in your St.George Portfolio Loan to support your margin loan. The Asset Access Terms and Conditions |
| ATOMS Registration Form |
To be completed by Brokers requiring ATOMS access |
| Business Purpose Declaration |
To be used when loan is wholly or predominantly for business or investment purposes. |
| Certified Identification CID Form |
Lodge this form when a new customer to St.George can not being identified face-to-face, including non residents where the customer is outside Australia. |
| Cost Estimate Worksheet (Owner Builder loans) |
Cost Estimate Worksheet is to be complete and signed by all applicants and is to be lodged with every Owner Builder Home Loan Appplication. |
| Credit Card Automatic Payment Plan |
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| Direct Debit Request Authority for Automatic Transfer – Personal Loans |
Required when repayment is requested to be transferred from one St.George Account to a Standard Personal Loan or from an external Financial Institution. |
| Direct Debit Request Authority for Automatic Transfer - Portfolio Loans |
Required when repayment is requested to be transferred from one St.George Account to a Portfolio Loan sub account or from an external Financial Institution. |
| Direct Debit Request Authority for Automatic Transfer - Standard Loans |
Required when repayment is requested to be transferred from one St.George Account to a Standard Home Loan or from an external Financial Institution |
| Direct Debit Request Service Agreement |
To be handed to all customers completing a Direct Debit Request. |
| Essential documentation for lodging electronically (pdf, 150kb) | EL submission privacy declaration and supporting document checklist - ideal for mobile brokers. |
| Fast Track Bank Guarantee (pdf, 84kb) | This is a fillable pdf. please tick 'Highlight Fields' in tool bar |
| Foreign Currency Home Loan Checklist |
To be lodged with Non Resident and Foreign Currency Home Loan applications. |
| Financial Position |
Statements of Assets and Liabilities for Applicants. |
| Financial Workbook |
Incorporating Manual Income Calculation Worksheet, Liabilities statement and Funds to Complete to be lodged with all Home loan Applications. |
| First Home Owner Grant Application Forms |
- Guide and example of how to fill in NSW Application Form
NT - NSW Application Form |
| Funds to Complete Worksheet |
To be lodged with every Home Loan Application. |
| GOLD EasySwitch |
Easy Switch Application Form. |
| Home Loan Application |
To be completed and signed by all applicants/guarantors |
| Home Loan Application Checklist |
To be lodged with every Home Loan application |
| Home Loan Application Cover Sheet |
To be lodged with every Home Loan Application |
| Identification Verification Form |
Required for all new customers to St.George |
| Income and Employment |
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| Interest Offset |
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| St.George Low Doc Home/Portfolio Loan Affordability Self-Assessment |
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| Loan Switch Application Checklist |
To be lodged when switching between a Standard Loan and Portfilio and between Low Doc, including Low Doc Portfolio, and Standard Loan and between Low Doc and Low Doc Portfolio. |
| Logo Request Form |
To be filled out by Broker and signed by BDM |
| St.George Low Doc Home/Portfolio Loan Affordability Self-Assessment |
To be completed and retained by applicant. |
| Low Doc Portfolio Loan - Request to Vary Existing Structure/Add a Sub-Account |
To be completed for changes to existing Portfolio Loan sub-accounts |
| Non Resident and Foreign Currency Home Loan Checklist |
To be lodged with Non Resident and Foreign Currency Home Loan Application. |
| Notice to borrowers and guarantors regarding copy of valuations |
To be completed for copies of valuations. |
| Online Release of Security Request | Allows Solicitors to submit requests for a discharge of security or home loan. |
| Phone & Internet Banking Redraw Access |
Phone & Internet Banking Redraw Access Application. |
| Portfolio Loan - Request to Vary Exiting Structure/Add a sub-Account |
To be completed for changes to existing Portfolio Loan sub-accounts |
| Portfolio facility closure request |
To be completed for a closure request |
| Power of Attorney Notification |
To be completed for a Power of Attorney Notification |
| Power of Attorney Revocation |
To be completed for a Power of Attorney Revocation |
| Rate Lock Request Form |
To be completed for all new fixed rate applications where rate lock is requested. |
| Redraw request |
To be completed for Redraw requests |
| Repayment Pause - Variation request (LIS ONLY) |
To be completed when requesting a pause in home loan repayments |
| Request to Pay Interest in Advance |
To be completed when paying interest in adavance |
| Seniors Access Brokers Confirmation Checklist |
To be lodged with all Seniors Access Home loans. |
| Seniors Access Home Loan Financial Advice Certificate |
To be completed for all Seniors Access and Seniors Access Plus home loan applications. |
| Seniors Access Plus Home Loan - request for loan advance |
To be completed for all Seniors Access Home Loan Plus, Requests for Advance. |
| Rebate Form |
St.George up to $1000 switching cost rebate for Business Loan Refinance. |
| Third Party Agents Bank Account Change Request |
For any requests to change bank account details for third party agents with St George Bank, including brokers, referrers, mortgage connect licensees etc. The use of this form will assist us in ensuring that all compliance requirements are being met. |
| Verbal Product Disclosure Statement |
Information to be read out to customer about the essential feature of an FSRA regulated product. |
| Victoria: Construction Loan Owner Builder Cost Estimate |
For Victorian brokers only, use this worksheet in order to provide an up-to-date cost estimate worksheet to aid building inspector when compiling reports. |
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