Help & Support
Have questions? Visit our Help & Support page for answers to your frequently asked questions.
Find out moreFrequently Asked Questions
Bank Code
All Forms
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
CRS Self-Certification Form
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 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)
Greater Bay Area Residential Property Financing
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
Bills Service
- Application for Transfer of Credit
- Application for Amendment to Transferred Credit
- Application for Export Invoice Financing
- 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
Personal Loan
- Instalment Loan Application Form (Applicable to “Interest-Free” Tax Loan, Personal Loan Under Tax Loan Program, Instalment Loan, “60-Day Interest-free Payment Holiday” Instalment Loan, Balance Transfer Personal Loan, Decoration Loan, Education Loan)
- Early Settlement Application Form - Applicable to Instalment Loan Account
- Enquiry Form for Loan Account Early Settlement
- Application for Deletion of Credit Data from the Database of Credit Reference Agency
Key Facts Statement
- SuperFirst Mortgage Financing Program
- Australia Property Financing
- Greater Bay Area Residential Property Financing
- United Kingdom Property Financing
- Commercial Property Mortgage
- Industrial Property Mortgage
- Credit Card
- Business Debit Card
- Easy Spending Interest-Free Installment Plan
- Flexi-Money Interest-free Installment Plan
- Premium Financing Fixed Loan
- Currency-linked Deposit Important Facts Statement
- Structured Deposit (Currency Linked target Rate) Important Facts Statement
- Currency Switch Important Facts Statement
