Get Savings Maximiser Application Form - Ing Direct

Filling out the Savings Maximiser Application Form for ING Direct online is a straightforward process that can be completed in several easy steps. This guide aims to provide users with clear, step-by-step instructions to ensure a smooth application experience.

Follow the steps to successfully complete your application

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your personal details in the 'Your details' section. Fill in the information for both Applicant 1 and Applicant 2, including first name, last name, and ING Direct Client Number if applicable. Ensure that you use capital letters and a black pen.
3. Complete the Residential Address fields accurately. Note that a PO Box is not accepted. If your mailing address is the same as your residential address, mark the corresponding box.
4. If you have moved in the last three years, provide your previous residential address. Use the format specified in the form.
5. Enter your Tax File Number (TFN) or indicate your exemption status. If not supplied, ING Direct may deduct tax at the highest marginal rate plus the Medicare levy.
6. Fill in your contact information, ensuring at least one phone number is provided.
7. In the next section, choose your preferred method for the opening deposit. Options include electronic transfer or cheque. Ensure to specify the amount and link to your bank account.
8. If you wish to set up an Automatic Savings Plan, indicate this and specify the frequency (weekly, fortnightly, or monthly) along with the amount.
9. Optionally, name your Savings Maximiser by selecting from the pre-defined options or entering your own.
10. Complete the Direct Debit Request and Declaration. Ensure both applicants sign and date this section.
11. Provide a supporting identification document as specified, either an original bank statement or a certified copy of an identification document. Ensure that it contains your full name and address.
12. Review the entire application form for accuracy, ensuring all sections are completed. After reviewing, save your changes, download, print, or share the form as needed.

Complete your Savings Maximiser Application Form online now to take advantage of this savings opportunity.