Obc bank statement request form

Documents are a collection of electronic Statements and Letters. Statements and Letters are electronic versions of your statements and letters in Adobe PDF format that can be retrieved through OCBC Online Banking. These Documents will be available and stored securely and electronically for up to 3 years from the time you subscribe for them. Documents reduce clutter and eliminate time spent in organising or keeping your monthly paper statements and letters. You will also receive payment reminders for your credit card bills and letter advice. You can choose to have us alert you via OCBC Digital app and push notifications or emails when your Statements and Letters are ready. We can also email you electronic Statements and Letters when they are available.

How is an electronic statement sent to me?

An electronic (or soft copy) statement of your account or credit card can be sent to the email address you registered with us. The sender will be ‘OCBC Documents’ and the email address is documents@ocbc.com. This statement will also be available for viewing via OCBC Digital app/OCBC Online Banking.

How is an electronic letter sent to me?

An electronic (or soft copy) letter can be sent to the email address you registered with us. The sender will be ‘OCBC Documents’ and the email address is documents@ocbc.com. This letter will also be available for viewing via OCBC Digital app/OCBC Online Banking.

How can I change my email address to receive Statements and/or Letters by email?
  1. Log in to the OCBC Digital app with your Access Code and PIN/Biometrics
  2. Select “Settings” under Menu
  3. Select “Update phone number/email”
  4. Key in your email address

Note: You may need your Hardware Token to change your email address via the OCBC Digital app.

OCBC Online Banking:

  1. Log in to Internet Banking with your Access Code and PIN
  2. Select “Customer Service” in the top navigation bar
  3. Select “Change Personal Details”
  4. Key in your email address

Note: You may need your Hardware Token in order to change your email address via OCBC Online Banking.

OCBC ATM/ATM PLUS/New ATM/Service Kiosk:

  1. Insert your card and enter your PIN
  2. Select “Other Services” > “Other Services”
  3. Select “Update Contact Particulars”
How do I subscribe for Statements?
  1. Log in to the OCBC Digital app with your Access Code and PIN/Biometrics
  2. Select “Documents” under Menu
  3. Click on “Manage Documents”
  4. Decide how you wish to receive your Statements: Via “Online Banking” or “Online Banking and Email”
  5. Check the boxes for the account(s) you wish to receive Statements

OCBC Online Banking:

  1. Log in to OCBC Online Banking with your Access Code and PIN
  2. Select “View Accounts” in the top navigation bar
  3. Select “Manage Documents”
  4. Decide how you wish to receive your Statements: Via “Online Banking” or “Online Banking and Email”
  5. Check the boxes for the account(s) you wish to receive Statements

OCBC.com:

  1. Go to ocbc.com/estatements
  2. Enter your details
  3. Decide how you wish to receive your Statements: Via “Online Banking” or “Online Banking and Email”

Once you have subscribed to electronic Statements, you will no longer receive paper statements from the next statement cycle. Your Statements will be stored in Online Banking for up to 3 years from the time you subscribe for them.

Do note that if you subscribe for this service after 9pm, you can only make further changes after 9am the next day. You will still be able to view and download past Statements in the meantime.

How do I subscribe to Letters?
  1. Log in to the OCBC Digital app with your Access Code and PIN/Biometrics
  2. Select “Documents” under Menu
  3. Click on “Manage Documents”
  4. Click on the Letters tab
  5. Toggle on “Email” to receive Letters via Online Banking and Email

OCBC Online Banking:

  1. Log in to OCBC Online Banking with your Access Code and PIN
  2. Select “New Accounts” in the top navigation bar
  3. Select “Manage Documents” and click on the Letters tab
  4. Toggle on “Email” to receive Letters via Online Banking and Email

OCBC.com:

  1. Go to ocbc.com/Documents
  2. Enter your details
  3. Toggle on “Email” to receive Letters via Online Banking and Email

Do note that even if you have subscribed to Letters, the paper version of certain letters – such as changes made to your accounts and personal details, as well as notifications involving the OCBC Wealth Account – will continue to be sent by mail, for security reasons.

Your Letters will be stored in Online Banking for up to 3 years from the time you subscribe for them.

How can I view Documents which are sent via email?

You will be asked to enter an 11-character alphanumeric password (case-sensitive) when you click on the PDF. This password is made up of the last 4 characters of your NRIC or passport number, followed by your date of birth in the format of DDMmmYY. Both your Statements and Letters will share the same password. For example, if your NRIC is S1234567A and the date of birth is 08-08-1988, then your password will be 567A08Aug88.

How will I know when my Statements and/or Letters are available?

Once your Statements and/or Letters are available for viewing, we will notify you via email (if we have your email address in our records) and/or push notification (if you have enabled push notifications via the OCBC Digital app). You may provide us with your current email address via Internet Banking or the OCBC Digital app; or at an OCBC ATM, new ATM or Service Kiosk. To learn how to enable push notifications, visit OCBC Push Notifications Service. To view your Statements/Letters anytime, log in to Internet Banking or the OCBC Digital app > Documents > View Documents > Statements or Letters.

How do I change my password to open Documents which are sent via email?
  1. Log in to the OCBC Digital app with your Access Code and PIN/Biometrics
  2. Select “Documents” under Menu
  3. Click on “Change Documents Password”
  4. Enter the new password (8-16 alphanumeric characters), click Confirm and click Submit

OCBC Online Banking:

  1. Log in to OCBC Online Banking with your Access Code and PIN
  2. Select “Customer service” in the top navigation bar
  3. Click on “Change Documents Password”
  4. Enter the new password (8-16 alphanumeric characters), click Confirm and click Submit

OCBC.com:

  1. Go to ocbc.com/estatements
  2. Enter your details
  3. Select “Change Document Password” from the menu
  4. Enter your new password and click “Submit”

Your new password cannot be used to open Documents already sent to you. To open such Documents, you must use the older password(s).

How do I view Documents via OCBC Internet/Mobile Banking?
  1. Log in to the OCBC Digital app with your Access Code and PIN/Biometrics
  2. Select “Documents” under Menu
  3. Click on “View Documents”

OCBC Online Banking:

  1. Log in to OCBC Online Banking with your Access Code and PIN
  2. Select “View Accounts” in the top navigation bar
  3. Click on “View Documents”
Which products are electronic Statements available for?

You may subscribe for electronic Statements for your CPF Investment Account, SRS Account, loans, credit cards, EasiCredit, Extra Cash Loans, Child Development Account and current and savings accounts. However, Time Deposits, Passbook Savings and trust accounts and joint accounts operated with joint signing authority are not eligible for electronic Statements.

Which products are electronic Letters available for?

Please click here for the list of products that you can choose to receive electronic letters for. For your security, we will still send certain letters – such as those regarding changes made to your mailing address, or involving the OCBC Wealth Account – by mail. Do note that electronic letters are not available for joint accounts where all account holders must jointly perform any action.

Why am I still receiving hard copy letters? When does my subscription for Documents take effect?

Your Documents will be available from the next cycle if you opt for them before the Statement/Letter is generated. Due to processing time, Documents may take up to 2 working days from the date of generation to be available. We recommend that you subscribe to e-Alerts so you will receive SMS and/or email notifications when Documents are available.

How much does it cost to subscribe to Documents? This service is free for all customers. What software do I need to view Documents?

Adobe Acrobat Reader version 7.0 and above is required to view and print your Documents. This software is free and can be downloaded from http://get.adobe.com/reader/.

How do I go back to receiving paper Statements?
  1. Log in to the OCBC Digital app with your Access Code and PIN/Biometrics
  2. Select “Documents” under Menu
  3. Click on “Manage Documents”
  4. Uncheck the boxes for the corresponding account(s) to receive paper statements

Please note that paper statements are not available for FRANK, 360 and Monthly Savings Accounts.

OCBC Online Banking:

  1. Log in to OCBC Online Banking with your Access Code and PIN
  2. Select “View Accounts” in the top navigation bar
  3. Select “Manage Documents”
  4. Uncheck the boxes for the corresponding account(s) to receive paper statements
How do I go back to receiving paper Letters?
  1. Log in to Internet Banking with your Access Code and PIN
  2. Select “View Accounts” in the top navigation bar
  3. Select “Manage Documents” and click on the “Letters” tab
  4. Toggle off “Email” to receive letters via Online Banking and mail

Mobile Banking:

  1. Log in to the Mobile Banking app with your Access Code and PIN/biometrics
  2. Select “Documents” under Menu
  3. Click on “Manage Documents”
  4. Click on the “Letters” tab
  5. Toggle off “Email” to receive letters via Online Banking and mail

Via ocbc.com/Documents:

  1. Go to ocbc.com/Documents
  2. Enter your details
  3. Toggle off “Email” to receive letters via Online Banking and mail