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Forms & Terms and Conditions
You may simply download the application forms, complete and submit it to any branches of OCBC Bank.

Please note that you can download and store the relevant terms and conditions of banking product and service applications via online channels in the Bank's website within 30 days during or subsequent to the online application. You may not be able to download and store such version of the information after the expiry of the specified timeframe.
 
General Banking Service
Account Opening Form
CRS Self-Certification Form
eBanking Services
Card Service
Revolving Credit
Overseas Property Financing
Greater Bay Area Residential Property Financing
Investment Services
Securities Trading Services
Bill Service
Consumer Credit
Auto Finance
Equipment Finance
HK Property Mortgage
Key Facts Statement
Remittance Services
Information on the Order Execution Policy
Foreign Exchange
   
 
General Banking Service
Change of Address Form
Easy Transfer Service Application Form (For Personal Customer)
Easy Account Management Service Application / Termination Form (For Business Customer)
Terms & Conditions for All Accounts and Related Services (Applicable for all personal customers and business customers with business accounts first opened before 6 September 2024)
Customer Declaration for Account Opening Application via OCBC Bank Mobile Banking (Applicable to Branch Visit Verification journey)
Terms and Conditions for Account Opening Application via OCBC Bank Mobile Banking (Applicable to Branch Visit Verification journey)
Business Account Terms and Conditions, Hong Kong Local Addendum & Hong Kong Product Addendum (Applicable for business customers with business accounts first opened on or after 6 September 2024 or subscription to OCBC Velocity Single Sign-On Service)
Notice to Customers and Other Individuals relating to the Personal Data (Privacy) Ordinance (the "Ordinance")
Opt In/ Out Request Form
Personal / Joint Deposit Account Opening Identification and Document Required
Foreign Account Tax Compliance Act (FATCA) Fact Sheet
Mis-transfer of Funds Report Form
ATM Card Transaction Discrepancy Enquiry Form
 
   
 
Account Opening Form
 
Corporate Account
Business Account Opening Form
Business Account Opening Form – Other Relevant Persons Information
Sole Proprietor or Partnership
Business Account Amendment Form
List of Documents Required to be Provided for new Business Account Opening
 
   
 
CRS Self-Certification Form
Self-Certification Form (Individual)
Self-Certification Form (Entity)
Self-Certification Form (Controlling Person)
   
 
eBanking Services
 
Personal eBanking Services
Personal eBanking Services Application / Alteration Request Form
eBanking Services - Telegraphic Transfer and CHATS Template Application / Alteration Request Form
eBanking Services - HK-Macau Instant Remittance Template Registration / Cancellation Request Form
eBanking Services - Standing Payment Order For Nominated Account Transfer Application / Cancellation Form
ATM Card Services Application / Alteration Request Form
Terms and Conditions for the Use of eBanking Services
Discontinuation / Resumption of Statements and Advices Mailing Service Form
Important Notes for OCBC Bank's Mobile App
Disclosure for eBanking Services
Terms and Conditions for the use of the Biometric Authentication Service
Terms and Conditions for the use of the Soft Token Service
Privacy Policy & Personal Information Collection Statement
Terms and Conditions for Account Opening Application via OCBC Bank Mobile Banking
Terms of Push Notifications Alert Service via OCBC Bank (Hong Kong) Limited Mobile App
Terms and Conditions for the Bank Services relating to Faster Payment System
Terms and Conditions for eStatement & eAdvice Service
Important Information for the Use of Algorithmic Assessments, Big Data Analytics and Artificial Intelligence
 
   
 
Card Service
OCBC Credit Card Application Form
OCBC Supplementary Card Application Form
OCBC Credit Card “One-to-Many” Octopus Automatic Add Value Service Application Form
The Priority Pass Lounge Directory
Direct Debit Authorization
OCBC Credit Card Cardholder's Declaration of Dispute
Major Terms and Conditions in OCBC Credit Card Cardholder Agreement
OCBC Premier / Bank of Singapore VOYAGE Rebate Redemption Form
Terms and Conditions Governing The VOYAGE Credit Card Program
Cardholder Agreement
Additional Services Request Form
MyMoment Credit Card (Cardface Change)
 
   
 
Revolving Credit
OCBC Revolving Credit Cardholder’s Declaration of Transaction Dispute
 
   
 
Overseas Property Financing
Non-Hong Kong Residential Property Financing Application From
Consent Relating to Mortgage Data
Australia Property Financing (Key Facts Statement)
United Kingdom Property Financing (Key Facts Statement)
 
   
 
Greater Bay Area Residential Property Financing
Non-Hong Kong Residential Property Financing Application From
Consent Relating to Mortgage Data
Greater Bay Area Residential Property Financing (Key Facts Statement)
 
   
 
Investment Services
Terms & Conditions of Investment Account (with effect from 16 August 2024)
Terms & Conditions of Investment Account (effective until 15 August 2024)
Supplement to Terms and Conditions of Investment Account (Schedule VI: Currency Switch)
Terms and Conditions of Preset Order Services for Securities Trading
Declaration and Agreement for Investment Account Opening (Internet Banking)
Declaration and Agreement for Investment Account Opening (Mobile Banking)
Customer Declaration for eAlert Service
Key Risks Specific involved in RQFII Funds in General
Agreement and Rules of 99 Gold Passbook Account
Agreement and Rules of Gold Maple Leaf Passbook Account
Agreement and Rules of Ounce Gold Passbook Account
Agreement and Rules of 9999 Gold Passbook Account
Currency-linked Deposit Terms and Conditions
Customer Declaration for Currency-linked Deposit Account (Internet Banking)
Customer Declaration for Currency-linked Deposit Account (Mobile Banking)
Structured Deposit (Currency Linked target Rate) Terms and Conditions
Customer Declaration for Structured Deposit Account (Mobile Banking)
 
   
 
Securities Trading Services
Terms & Conditions of Investment Account (with effect from 16 August 2024)
Terms & Conditions of Investment Account (effective until 15 August 2024)
Securities Margin Client Agreement
Terms and Conditions of Preset Order Services for Securities Trading
Terms and Conditions for OCBC Bank Stock eIPO Subscription Service ("eIPO Terms")
Disclaimer
Important Notes - eIPO
Important Notes – eBanking (eIPO)
Important Notes for Mobile Banking
Conditions for Application for Shares via eIPO Service
Terms & Conditions for Stock Quote Services
Consent for Transfer of Personal Data
 
   
 
Bills Service
 
Outward Bills Service
Application for Processing Export Transaction
Bill of Exchange
Irrevocable Letter of Indemnity
Application for Packing Loan
Application for Transfer of Credit
Application for Amendment to Transferred Credit
Application for Export Invoice Financing
 
 
Inward Bills Service
Application for Irrevocable Documentary Credit
Application for Amendment to Documentary Credit
Application for Standby Letter of Credit
Application for Amendment to Standby Letter of Credit
Application for Bank Guarantee/Bond
Application for Amendment to Bank Guarantee/Bond
Application for Shipping Guarantee or Endorsement of Transport Documents
Pledge and Trust Receipt
Settlement Instructions for Inward Collection
Application for Import Invoice Financing
 
 
Consumer Credit
Terms and Conditions for Hire Purchase Agreement
Terms and Conditions for Lease Agreement
 
 
Auto Finance
Direct Debit Authorization Form
Terms and Conditions for Hire Purchase Agreement
Terms and Conditions for Lease Agreement
Car Loan Calculator
 
 
Equipment Finance
Terms and Conditions for Hire Purchase Agreement
Terms and Conditions for Lease Agreement
 
 
HK Property Mortgage
Banker’s Report / Document Copies Application Form
Direct Debit Authorisation
Mortgage Loan Customer Services Request Form
 
 
Key Facts Statement
 
Auto Finance
Auto Finance
Mortgage
Home Sweet Home Mortgage Plan / HIBOR-linked Mortgage Plan / Mortgage Insurance Program
Home Ownership Scheme / Tenant Purchase Scheme
Village House Mortgage Plan
SuperFirst Mortgage Financing Program
Australia Property Financing
Greater Bay Area Residential Property Financing
United Kingdom Property Financing
Commercial Property Mortgage
Industrial Property Mortgage
 
 
Card
Credit Card
Business Debit Card
 
 
Overdraft Facility
Overdraft Facility Secured by Property
Overdraft Facility Secured by Time Deposits
Overdraft Facility Secured by Quoted Shares
Overdraft Facility Secured by Unit Trust
Overdraft Facility Secured by Paper Gold
Unsecured Overdraft Facility
 
 
Revolving Credit Facility
Revolving Credit Facility Secured by Time Deposits
Revolving Credit Facility Secured by Paper Gold
 
 
Premium Financing
Premium Financing Fixed Loan
 
 
Investment Services
Currency-linked Deposit Important Facts Statement
Structured Deposit (Currency Linked target Rate) Important Facts Statement
Currency Switch Important Facts Statement
 
 
Remittance Services
Application For Outward Remittance - Telegraphic Transfer/CHATS
Application for Draft/Mail Transfer
eBanking Services - Telegraphic Transfer and CHATS Template Application/ Alteration Request Form
Terms and Conditions of OCBC Bank Remittance Services
 
 
Information on the Order Execution Policy
Information on the Order Execution Policy
 
 
Foreign Exchange
OCBC FX Online Service Application / Maintenance Form
Standard Terms and Conditions Governing Foreign Exchange Transactions
FX Terms of Dealing
 
   
 
 
Important Notes:
Please read the following carefully before you retrieve, print or complete any application form on this web site: -
1. If any of our application forms shown or appear on screen (the "Visual Form") is retrieved and printed and any words or provisions contained in such application form in printed format(the "Printed Form"), when compared with the Visual Form, are howsoever mis-spelled or omitted, please review the Visual Form carefully and to ascertain the exact words or provisions so mis-spelled or omitted.
2. If there is any inconsistency, contradiction or difference of whatever kind between the Visual Form and the printed Form, the visual Form shall prevail.
3. Upon completing and signing the Printed Form, you shall be deemed to have read and understood the contents of the Visual Form and have agreed to all the provision contained therein and to have agreed and undertaken not to raise any objection whatsoever in connection with any inconsistency, contradiction or difference of whatever kind between the Visual Form and the Printed Form.
In case of discrepancies between the English and Chinese versions, the English version shall apply and prevail.