DBS IDEAL Online Maintenance Form

You do not need to be an authorised signatory or existing IDEAL user to complete this form. The form may be completed by anyone from the company and will require approval from the authorised signatories before it can be processed by the bank.

Please refer to our step-by-step user guide.

If you are applying CSA modules on DBS IDEAL for the first time, please refer to the CSA Registration Guide.

For new approvers / CSA users, please submit the following supporting documents:

• Certified true copy of (i) ID / passport and (ii) residential address proof issued in the last 6 months (e.g. recent utility or phone bill, bank statement or correspondence from a government agency).
• Copy certified true by the following external certifiers (i.e. not a company's employee): Solicitor/Lawyer/Notary Public/Certified Public or Professional Accountant/Auditor/Chartered Secretary from a FATF member country OR a bank staff. Please refer to the list of FATF member countries here.

Application ID can be found on the left panel of the form, right below the process flow map. This is the same ID used to resume saved draft on the landing page.

If you have already submitted your application, application ID will be sent to applicant’s and authorised signatories’ email addresses and mobile numbers indicated in the form. Please check your inbox for any emails from [email protected]

Example: IDEALMAINT-000000-00-00000

All applications expire after 90 days.

IDEAL entry requires applicant to have DBS IDEAL account. This method is highly recommended with pre-filled company’s information and ability to retrieve authorised signatories list.

Manually entry is more error prone, filling up the form without retrieving any pre-filled information. If you have an DBS IDEAL account, creating an application via IDEAL entry will be highly recommended.

If you have forgotten your DBS IDEAL log in PIN or Password, you may reset your PIN via the DBS IDEAL Login page. Click on “Forgot Login PIN or password/Unlock Account”.

Please ensure that you have entered the correct email address and mobile number, and your mobile is having good network signals to receive the OTP.

If the issue persists, you may try to clear your cache on your browser or select your browser profile as “Guest” or use a different browser to try. You may click on “Resent OTP” if the OTP expired in 100 seconds or if you did not receive it. If you have accidentally keyed in an incorrect mobile number, please start a new application.

Please fill in your full name, email address and mobile number in this form.

Begin your journey of transacting digitally with DBS IDEAL by upgrading your access to IDEAL Transact*.

Refer to the section “Upgrade from Enquiry to Transact” here for step-by-step guidance on how you can apply via IDEAL Online Maintenance Form.

*For customers with an existing DBS Business Account and existing IDEAL access.

Below are critical for your company profile to be IDEAL transact:

• Ensure that you have at least one transaction maker and approver in the company setup
• Ensure that you have transaction authorisation policy setup for your company

If any of the criteria is not met, you may use the IDEAL Maintenance Form to perform the following updates:

• Add user(s) or edit existing users’ services and roles
• Add/ Update Cash Authorisation Policy(ies)
• Mandate / Board Resolution for CSA

If you have only one user, or you want to allow a payment authorizer to authorise a payment initiated by themselves, please ensure you acknowledge the “Risk Disclosure for Single Control” in the IDEAL Maintenance Form.

There are two methods you can add new CSA:

• Method 1: Select the option “Add user(s) or edit existing users’ services and roles” if you are adding CSA role and other roles to a new or existing user.
• Method 2: Select the option “Nominate Customer Self Administrator(s) (CSA)” if you are adding only CSA role to new or existing users.

If you are applying CSA modules on DBS IDEAL for the first time, please refer to the CSA Registration Guide.

Yes, you may update parent-subsidiary linkage using IDEAL Maintenance Form. Take note that two forms are required to be submitted, one of each from parent and subsidiary.

Two forms will be required for this linkage. Firstly, you will need to fill up IDEAL Maintenance Form for parent company, selecting “Add / update Parent - Subsidiary Linkage(s)”. Indicate the information for parent and subsidiary company (Organisation name and company’s IDEAL Organisation ID). For subsidiary companies that is not based locally, please indicate the IDEAL Organisation ID.

Secondly, you will need to fill up the DBS IDEAL Maintenance Form from the specific country that the subsidiary company is based in. Indicate the parent company details and authorised signatories according to subsidiary company’s signing arrangement will be required to authorise this submission.

If your DBS IDEAL user access is setup at parent company level, you will not be able to add/manage users on subsidiary company level with DBS IDEAL login entry mode at the start of the form.

You will have to fill the form with manual entry, indicate the parent organisation ID and subsidiary company name to add/manage this user.

Please take note that authorised signers should be according to subsidiary company’s signing arrangement and not parent company’s signing arrangement.

By choosing DigiSign as the authorisation method, authoriser can authenticate and sign digitally via a secured one-time email link and SMS one-time PIN. All authorised signatories, the applicant and DBS will receive the completed e-signed document via email. No hardcopy submission is required.

By choosing Print & Send as the authorisation method, the applicant and authorised signatories will be receiving an email containing the DBS IDEAL Maintenance Form, together with the password via SMS. Applicant can download the pdf and print for authorised signatories to sign (wet ink) before mailing it to us together with the required supporting documents (e.g. certified true copy of ID and proof of address).

The maintenance request will need to be authorised by the authorised signatories with the highest authority as per the CASA account mandate.

The applicant will be receiving an email with the submitted IDEAL Maintenance Form in PDF format. They will also receive an SMS containing the password required to open the PDF.

The application usually takes 7 working days to process after the bank receives your authorized submission with all the required supporting documents.

The application usually takes 7 working days to process after the bank receives your authorized submission with all the required supporting documents. An email notification will be sent to the applicant when the application is successfully processed by then bank.