Forms catalogue

You’ll find the forms you need right here

Forms

Here’s a list of forms for our ubank customers still using original products including USave and USpend accounts, Term Deposits, Self-Managed Super Funds and UHomeLoans.

Audit request

Auditors should submit audit certificate requests via https://www.confirmation.com/ and select ubank (Australia) as the financial responder.

Note: A fee applies to Auditors submitting audit requests through Confirmation.

For any questions, please contact customer.support@confirmation.com

Change loan security form

Complete this form if you’d like to transfer your current UHomeLoan from one property to another, without the need to pay out and establish a brand new home loan.

Download form (92KB)

Consent form

Complete this form if you need consent for deceased estate matter, second mortgage, lease, easement or transfer of ownership.

Download form (69KB)

Direct debit request form

If you need to change the direct debit account for your UHomeLoan, complete this form. You’ll need to ensure all parties to the UHomeLoan have signed.

Download form (99KB)

Employment verification consent form

This form is to verify your employment as part of the UHomeLoan application.

Download form (105KB)

Loan increase and interest only form

Complete this form if you’d like to increase the limit of your UHomeLoan (minimum increase $20k), change your repayment to interest only or extend the interest only term.

Download form (338KB)

Manual ID form

If you are unable to complete your identity verification digitally, please complete this form with certified copies of your ID and send it to customersupport@ubank.com.au

Download form (301KB)

Nomination form

This form allows you to nominate one person to receive correspondence on behalf of any other borrower/guarantor.

Download form (73KB)

Personal access form

If you’d like access to your personal information held by ubank, fill out this form.

Download form (63KB)

Power of Attorney and Financial Management Order

This pack outlines the two types of Power of Attorney (POA) available at ubank and what we need when a customer appoints one or more people to act for them.

Download form (442KB)

Removing a borrower form

Complete this form if you’d like to remove a borrower from your UHomeLoan.

Download form (292KB)

UHomeLoan credit guide

This credit guide gives you important information about the credit assistance we provide for a UHomeLoan.

Download credit guide (28KB)

Variable home loan – repayment and loan split changes request form

Complete this form to change your variable rate UHomeLoan:

  • Change from ‘interest only’ to ‘principal and interest’
  • Reduce ‘interest only’ term
  • Split or consolidate splits

To change your repayments to ‘interest only’, please complete the Loan increase & interest only form instead.

Download form (128KB)

Variable to fixed rate change request form

You’ll need to complete this form if you wish to change all, or part, of your loan from variable to fixed.

If you’re converting to interest only or extending an interest only term as part of your request, you’ll need to complete the Loan increase & interest only form instead.

Download form (96KB)