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Completing the Standard Financial Statement (SFS)

The SFS is a twelve page document used across all Irish banks that captures information about a customer's financial circumstances – essentially this means capturing all their household's income and expenditure. It is a useful tool to help your bank understand your financial position. The series of videos below relate to specific sections of the form and contain useful tips and prompts on how to complete the form. It is a good idea to have a look at these as you are completing the form.

The completed financial statement should be returned to your local EBS office. Once received we will arrange to review it with you to make sure we fully understand your financial circumstances.



Section A-B


Section C


Section D


Section E-G

Useful documents for completing the SFS:

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