DBS IDEAL Online Maintenance Form

DBS IDEAL Online Maintenance Form

All requests are made easy now with pre-filled
forms and other new features added.

DBS IDEAL Online Maintenance Form

All requests are made easy now with pre-filled
forms and other new features added.

At a Glance

With DBS IDEAL Online Maintenance Form, you can easily add, remove or update users, modify account settings, manage authorisation policies, upgrade access to IDEAL Transact* with prompts on mandatory fields, pre-filled information (i.e. authorized signatories list, company details, etc) to avoid errors; application status notifications and more. You’ll be able to submit your requests with ease!

By making the switch to DBS' digitised form, you’ll reduce the amount of physical paperwork and time spent waiting for approvals. It's time to cut out the paperwork and stay ahead of your requests!

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

Features & Benefits
Complete forms with ease

Complete forms with ease

Enjoy the ease of filling in forms with auto-populated fields such as company information and/or user information and prompts on mandatory fields during application when you log in with IDEAL.

Greater flexibility

Greater flexibility

Access your forms anytime, anywhere - making for greater flexibility to submit a new maintenance request or form amendment, save your current progress and resume later.

Application status notifications

Application status notifications

Email alerts to notify you on your current application status, when your application is created and processed successfully; or rejected due to the reasons stated.

How to Apply

Visit DBS IDEAL Online Maintenance form to fill up your maintenance application.

Alternatively, you can submit your requests using our DBS IDEAL Customer Self Administration (CSA). Our self-service features seamlessly integrate with DBS IDEAL, giving you a greater experience in managing your requests. Learn more on CSA or log in to DBS IDEAL to try out this function, if you have CSA access.

How it Works

Simply follow the steps below. You are encouraged to fill the form with DBS IDEAL log in entry mode to enjoy the full features & benefits of the online form. 

 

Step 01:
Login via IDEAL, ACRA or Click “Manually input”

Step 02:
Fill in Organisation details (if required) and select maintenance request

Step 03:
Authorise via IDEAL or Digisign

Step 04:
Done – Your request is successfully submitted!

See below for the full list of tasks you can complete with this online form: 

Update user Information: 

  • Add/Manage existing users’ services and roles 
  • Remove user(s) 
  • Update personal details for existing user(s) 
  • Nominate an administrator to manage your company's DBS IDEAL (CSA) 

Edit Accounts: 

  • Add/Remove accounts from IDEAL (CASA, FD and Securities) 
  • Manage Authorisation Policies
  • Add/Update Cash Authorisation Policy(ies) 
  • Add/Update Trade Authorisation Policy(ies) 
  • Add/Update Administrator Approval Policy (CSA) 
  • Add/Update Loan Authorisation Policy 
  • Add/Update Open Account Trade (OAT) Authorisation Policy 
  • Add/Update Securities & Fiduciary Services (SFS) Authorisation Policy 

Others: 

  • Add Risk Disclosure for transaction approvals (Single Control) 
  • Add/Update Parent & Subsidiary Company Linkage(s) 
  • Update Electronic Banking Board Resolution (EBBR) 
Training Course:

New to IDEAL Online Maintenance form? Join our online training here by selecting “Self Admin (CSA) & Online Maint Form (SG)” course today!”

FAQs:

For Frequently Asked Questions, you may refer to the answers below or FAQs for the complete questions and answers. You may also refer to our Step-by-Step Guides.

General
Do I need to be an authorised signatory or existing IDEAL user to complete this 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.

Where do I obtain Organisation ID & User ID?

You may login to IDEAL using your registered email, go to “Reports” tab under “Admin Report” sub tab, download the “User Setup Report” and look for your full name. If not, you may look for your company’s Customer Self Administration user (CSA).

Do I need to submit supporting documents? 

Supporting documents are required to be submitted for new transaction approver / new Customer Self Administration (CSA) user. 
If you are applying CSA modules on DBS IDEAL for the first time, please submit Electronic Banking Board Resolution (EBBR) if the previous form is version 2 and below. Please refer to the requirements below:
Please ensure that you submit the following supporting documents to avoid delays in your IDEAL maintenance application. The IDEAL application is valid only within 3 months upon submission. If your supporting documents are not in English language, kindly ensure that it is translated to English by a suitable translator before submission.

For all new approvers / CSA users who are Singapore Citizens or Permanent Residents:

  • Certified true copy of NRIC

For all new approvers / CSA users who are non-Singapore Citizens and non-Permanent Residents:

  • Certified true copy of Passport
  • Certified true copy Proof of Residential address within 3 months from the statement date e.g. Recent utility or phone bill, bank statement or correspondence from a government agency or National ID with residential address

For Clubs, Associations, Societies, Religious Organizations, Charities, MCST

  • Minutes of Meeting (MOM), to be signed-off and duly certified (on all pages) by any two from existing Chairman/ Treasurer/ Secretary

If foreign incorporated:

  • Original or Certified true Copy of Certificate of Incumbency (dated within last one year) / Certificate of Registration / Annual return / Register of Directors

Original copy required, otherwise a 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.

Where to find the application ID of the form that I have filled?

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 and authorised signatories’ email address and mobile number, 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.

Entry Methods
What is the difference between IDEAL, ACRA and Manual entry? Is it necessary to key in IDEAL user login credentials?

IDEAL entry requires applicant to have IDEAL account. This method is highly recommended with pre-filled company’s information and ability to retrieve authorised signatories list.ACRA entry requires applicant to provide UEN or registered business name. This will pre-fill some of the company’s information for the application.
Manually entry is more error prone, filling up the form without retrieving any pre-filled information. If you have an IDEAL account, creating an application via IDEAL entry will be highly recommended.

I have selected to fill the form with DBS IDEAL login, but I cannot log in. How do I retrieve my password?

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”. Key in your registered email address and an OTP will be sent to your registered mobile number.

Why am I not receiving the OTP after I have entered my personal details to start?

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.

Whose information do I fill in to apply for IDEAL maintenance at the start of the form?

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

Maintenance Requests
How do I update my company profile from enquiry to transact?

Begin your journey of transacting digitally with DBS IDEAL by upgrading* your access to IDEAL Transact.
Refer to DBS IDEAL Transact Upgrade Guide for step-by-step guidance on how you can apply via IDEAL Maintenance form.
*For customers with an existing DBS Corporate Account and existing IDEAL access. Apply for DBS IDEAL with the Application Pack. New customers may apply for a new account here.
 

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/Manage existing users’ services and roles
  • Add/Update Cash Authorisation Policy(ies)
  • Update Electronic Banking Board Resolution (EBBR)
How do I add a new CSA?

There are two methods you can add new CSA:
Method 1: Select the option “Add/manage existing user’s services and roles” if you are adding CSA role and other roles to a new or existing user. Add/manage existing user’s services and roles. 


Method 2: Select the option “Nominate an Administrator” if you are adding only CSA role to new or existing users. Nominate an Administrator to manage your company’s DBS IDEAL. Select this option only if you are adding CSA access to new or existing user only.


If you are applying CSA modules on DBS IDEAL for the first time, please submit Electronic Banking Board Resolution (EBBR) if the previous form is version 2 and below.

Company Mandates
What is the difference between Company mandate and Electronic Banking Board Resolution (EBBR)?

Company Mandate list the signatories that can authorise on behalf of the company for certain activities perform on company accounts with the bank. 


EBBR list the signatories that can authorise on behalf of the company for electronic banking services. For DBS IDEAL maintenance online form, signatories from Bank’s standard account opening board resolution (BRC09) or EBBR or company's highest mandate signatory can authorise the application. Take note that if you have EBBR, it will supersede BRC09.

When do I need to submit an Electronic Banking Board Resolution (EBBR)?

If you have an existing Bank's standard account opening board resolution (BRC09), EBBR or a customised board resolution with the Bank, and do not need to make changes to the Authorised Persons, you do not need to submit this form.


If you are applying for the Loan or Customer Self Administration (CSA) modules on DBS IDEAL for the first time, please submit EBBR if the previous form is version 2 and below.

Parent-Subsidiary
Can I update access for parent-subsidiary linkage?

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

How do I setup a cross-border parent-subsidiary linkage?

Two forms will be required for this linkage. Firstly, you will need to fill up IDEAL maintenance online form for parent company, selecting “Add/update Parent & Subsidiary company linkage(s)”. Indicate the information for parent and subsidiary company (Organisation name and company UEN/IDEAL Organisation ID). For subsidiary companies that is not based locally, please indicate the IDEAL Organisation ID. Authorised signatories according to parent company’s Electronic Banking Board Resolution (EBBR) will be required to authorise this submission. 


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 EBBR will be required to authorise this submission.

How do I add/manage users' setup on subsidiary company level?

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 Electronic Banking Board Resolution (EBBR) and not parent company’s EBBR.

Authorisation
What is the difference between the authorisation method (DBS IDEAL/DigiSign/Print & Send)?

By choosing DBS IDEAL as the authorisation method, authoriser will have to login to DBS IDEAL, go to “Files” tab and under “File Exchange” sub tab, they will be able to see the application for DBS IDEAL maintenance. Once approved by the required authorised signatories, it will be sent to the bank for processing. You may refer to the pictorial guide on how approval can be done via DBS IDEAL File Exchange.


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)

How many signers do I need to authorise this maintenance application?

It will depend on the number of signatories listed in your companies Electronic Banking Board Resolution (EBBR) or Bank’s standard account opening board resolution (BRC09). Please check and ensure that you indicated the correct number of signatories to authorise this DBS IDEAL maintenance request.

How do I open the pdf in the email received for my IDEAL maintenance?

If you are indicated as the authoriser in the submitted application (with the correct email address and mobile number), you will be receiving an email with the IDEAL maintenance form in pdf. In addition, you will receive a SMS containing the password required to open the pdf.

Application Status
How long does it take to process my IDEAL maintenance application?

DBS IDEAL maintenance application usually takes 7 working days to process upon successful submission with all required supporting documents.

How do I know if my application is successfully processed by the bank?

DBS IDEAL maintenance application usually take 7 working days to process upon successful submission with all required supporting documents. An email notification will be sent to the applicant when the application is successfully processed by then bank.