IMB OFFICE USE ONLY First Home Saver Account Opening Form 2026

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The document is an IMB First Home Saver Account Opening Form, which outlines the process for individuals to apply for a First Home Saver Account (FHSA). It includes sections for personal details, tax file number, eligibility declaration, privacy notice, and instructions for transferring an existing FHSA. The form emphasizes the importance of providing accurate information and consent regarding personal data handling.

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Click ‘Get Form’ to open it in the editor.
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.
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.
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.
If transferring an existing FHSA, complete Sections 5 and 6 with details of your current provider and authorize the transfer by signing where indicated.
Finally, review all sections for accuracy before submitting the form through our platform for processing.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to fill out a savings deposit form?

Steps on How to Fill Out a Bank Deposit Slip: Provide personal information, including your name and your account number. Fill in additional details such as the date. If you are cashing the check or any part of the check, it is also required you sign the signature line. List the cash amount of your deposit, if any.

How to fill up a savings account form?

How to Fill a Bank Account Opening Form Offline? Please provide your full name, including any surnames or suffixes. Enter your date of birth in the format indicated on the form (DD/MM/YYYY). Enter your residential address, including the street name, city, state, and PIN code.

How to fill a savings account opening form?

To fill a bank account opening form, you must provide identifying documents such as a government-issued ID (e.g., passport, drivers license), proof of address (e.g., utility bill, bank statement), and other documents as requested by the respective bank.

How do I open my IMB account?

TO COMPLETE your application, a representative of IMB will complete the FICA process, and you will be contacted to inform you if your application was successful or not. The registration fee for the IMB Personal Account is R120. 00. The monthly fee for the account is R45.

What documentation is needed to open a savings account?

You need proper identification to open a savings account, including your drivers license or passport and your Social Security Number or Taxpayer Identification Number. Youll also need to provide some personal information, including your date of birth, proof of address and contact information.

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