IMB OFFICE USE ONLY First Home Saver Account Opening Form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section 1, where you will enter your personal details. Fill in your name, title, residential address, date of birth, gender, and contact information. Ensure all fields are completed accurately.
3. Proceed to Section 2 to provide your Tax File Number (TFN). Remember that without a TFN, you cannot open an account. Confirm that you have provided this information as required.
4. In Section 3, read the eligibility criteria carefully and declare your eligibility by checking the appropriate boxes. Sign and date this section to confirm your understanding.
5. If transferring an existing FHSA, complete Sections 5 and 6 with details of your current provider and authorize the transfer by signing where indicated.
6. Finally, review all sections for accuracy before submitting the form through our platform for processing.

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