Minimum Required Documents Checklist
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St.George Bank – A Division of Westpac Banking Corporation
ABN 33 007 457 141 AFSL and Australian credit licence 233714.
Minimum Required Documents Checklist
This form is to be lodged with your St.George Home Loan Application
This transmission is intended solely for the named addressee and may contain confidential or privileged information. The
copying or distribution of it by anyone other than the addressee is strictly prohibited. If you have received this transmission in
error please telephone us immediately and return it to us by mail. We will refund your costs of doing so.
DETAILS
Applicant/s Name
Date
No of pages transmitted: (inc. this lead sheet)
/
/
To
Fax
Email
BROKER MORTGAGE SERVICES
1300 305 964
.au
SUPER FUND HOME LOAN TEAM
1300 852 141
.au
NON-RESIDENT LENDING TEAM
1300 780 252
.au
ATOMS Reference Number
Proposed Settlement Date
/
/
NOTE: THE ITEMS IN THE SHADED BOXES ARE REQUIRED FOR COMMENCING AN ASSESSMENT
THIS SECTION IS TO BE COMPLETED FOR ALL APPLICATIONS
Notes provided in the online lodgement (purpose, product, any mitigants, etc)
Signed Privacy Act (Except for existing loan increases)
Completed St.George short or long form application
All tax file numbers removed from all documentation
Verification of Identity (Vol) Certificate with the certified copies of identification documents where a new QLD, VIC, SA,
WA or NSW mortgage is required.
Signed Identification Verification Form and/or Certified Identification Form with certified Copy of identification
documentation produced (new customers to St.George)
Rates Notices for all properties owned
Signed Business Purpose Declaration – to be used when loan is wholly or predominantly for business purposes, or non-
residential investment purposes. (If applicable)
Electronic Communications Consent (ECC) captured and customer email address confirmed and recorded in Electronic
Lodgement notes, where applicable
FSRA FOR OFFSET ACCOUNTS
Verbal Product Disclosure Statement given for offset account
Yes
No
“No Advice” given for offset account
Yes
No
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STGW0454 0516
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