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Bank account forms

Manage account

Add/Delete a Signatory to Your Account – Direct Saver
Download, complete and return this Authority to Operate form to add or remove someone as a signatory to your Direct Saver.

Auto Savings Plan – Direct Saver
If you already have a Direct Saver Account, download, complete and return this form to start or update an Automatic Savings Plan.

Change Your Linked Account – Direct Saver
Download, complete and return this form to change the everyday or transaction banking account you have linked to your Direct Saver.

Proof of Linked Account Ownership – Direct Saver
For online applications only. For security reasons, before linking your non-Bank of Melbourne transaction banking account to your Direct Saver, we need proof that the transaction banking account belongs to you.

Verification Form – Direct Saver
For phone applications only. To finalise your account please review your information, sign, attach your Proof Of Ownership and return the form.

Add/Delete a Signatory to Your Account – DIY Super Saver
Download, complete and return this Authority to Operate form to add or remove someone as a signatory to your DIY Super Saver.

Auto Savings Plan / Additional Super Contributions – DIY Super Saver
If you already have a DIY Super Saver Account, download, complete and return this form to start or update an Automatic Savings Plan, or to make additional contributions to your super.

Change Your Linked Account – DIY Super Saver
Download, complete and return this form to change the everyday or transaction banking account you have linked to your DIY Super Saver.

Account Closure Form – DIY Super Saver
Download, complete and return this form to close your DIY Super Saver account.

ID

Certified Identification Form (CID)
Under current government legislation, customers of financial institutions need to provide personal identification when opening any account (including loan accounts), or when becoming signatories to accounts. If you cannot attend a branch to be identified, you can download, complete and return this form. Read more about Identification.

Switch to Bank of Melbourne account

Switch of Financial Institution and Account Details (recurring payments only)
You can list your regular payments on this form to advise relevant organisations your new bank account details via fax or mail. You can fax the forms to Bank of Melbourne1300 132 755. Bank of Melbourne will forward these forms to the relevant organisations on your behalf within 2 business days.

Salary Transfer Request Form
Fill out this form with your new BSB and account number and give it to your employer.

Account Closure Request Form
Non-Bank of Melbourne accounts only. Complete this form and send it to your old bank to close your other account.

Direct Credit Transfer Request Form
Complete this form to provide the relevant organisation with your new Direct Credit account details.

Direct Debit Transfer Request Form
Complete this form to provide your relevant service provider with your new Direct Debit account details.