Get Personal Account Opening Form Sole Applicant

Completing the Personal Account Opening Form for Sole Applicants online can be straightforward if you follow the provided guidance. This guide aims to help you understand each section and field of the form to ensure that your application is submitted successfully.

Follow the steps to complete your application easily.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with filling out the Account Name section. Enter your name in both English and, if preferred, in Chinese. Ensure that you confirm you are the principal and ultimate beneficiary of the account.
3. Next, select the desired Account Type. You can choose from various options including Hong Kong Dollar Account or Foreign Currency Account. Make sure to indicate the specific type of account you want, such as a Current Account or Savings Account.
4. Specify the Purpose of the Account. You may tick multiple boxes if necessary, indicating your intentions such as savings, investment, or others.
5. Detail your Source of Funds by selecting applicable sources like salary or business income. This helps the bank understand your financial background.
6. Provide Anticipated Monthly Volume and Type of Activity, including deposits and withdrawals. Select the corresponding options as per your estimated transaction frequencies.
7. Fill in the Applicant Information section. Include your gender, names, identification document details, nationality, and occupation. Make sure to read the Data Policy of the bank before providing personal details.
8. If applicable, detail any Authorized Person(s) in the section provided. Provide the necessary information for each individual you wish to appoint.
9. In the Signing Arrangement section, choose how you want to handle transaction sign-offs. This could vary based on whether you want personal authority or to authorize other persons.
10. Complete the optional sections related to ATM Card Services, DBS iBanking Services, and Phone Banking Services as per your requirements.
11. Finally, review the Customer Declaration to confirm that all information provided is accurate. Sign and date the application to complete the process.
12. Once finished, save your changes, and you may download, print, or share the form as necessary.

Start your application online today and fill out your Personal Account Opening Form Sole Applicant for a smooth banking experience.