Forms

At Your Service

Forms and Guidelines	Information
● Application - Amendment Form	Change of details (contact details, plan details , asset choices, cancellation, etc.) of Application before issuance.
● Application - Signature Page for Deed	For Applicant(s) to sign and to be submitted to complete the Application.
● Payment Application - Credit Card Authorisation Form	To apply for payment of first contribution via credit card. (For SapphirePRO Only)
● Payment Application - Interbank Giro Form	To apply for payment of regular contributions via Giro. (For SapphirePRO Only)
● Service Request - Third Party Payor Form	For submission of Third Party Payor information
● Service Request - Additional Regular / Single / Top-Up Contribution Form	To request for increase in contribution(s).
● Service Request - Amendments to Contingent Investment Adviser Form	Service Request - Amendments to Contingent Investment Adviser Form
● Service Request - Amendments to Beneficiaries or Letter of Wishes Form	Service Request - Amendments to Beneficiaries or Letter of Wishes Form
● Service Request - Asset Switching and Redirection Form	To request for asset switch or change in asset allocation.
● Service Request - Change of Personal Information Form	To request for change of personal details (contact details, personal particular, signature and PEP Status) and including personal data use statement and servicing adviser).
● Service Request - Insurance Policy Assignment Request Form	To request for assignment of insurance policy into the Trust Plan.
● Service Request - Insurance Policy Application Request Form	For submission of Insurance Policy Application Request Form
● Service Request - Insurance Policy Nomination Request Form	To request for nomination of insurance policy into the Trust Plan.
● Service Request - Plan Alteration Form (For existing Plan use)	To request for change of payment method, contribution frequency/amount, reinstatement, settlement of outstanding contribution, etc.
● Service_Request - Provident_Fund_Nomination_Request_Form	To request for nomination of Provident Fund into the Trust Plan.
● Service Request - Will Nomination Request Form	To request for nomination of Will into the Trust Plan.
● Service Request - Withdrawal / Encashment Request Form	To request for withdrawal / encashment from Trust Plan.
● Service Request - Notification of Death of Trust Relevant Party	To inform Metis of the death of a Trust Relevant Party.
● Service Request - Notification of Incapacitation of the Settlor	To inform Metis of the Incapacitation of Settlor.
● Service Request - Beneficiary Information Form	For submission of Beneficiary information.
● Service Request - CIA Information Form	For Activation of Contingent Investment Adviser (CIA).
● Guideline - Letter of Wishes	Guide and requirement for different options of Letter of Wishes
● Guideline - Payment Method	Guide on how payment of contribution(s) can be made via Giro , Cheque, Credit Card , Telegraphic Transfer and PayNow.
● Guideline - Supporting Documents for Large Amount Contribution	Guide on the necessary documents needed for application involving large contribution amount. (Large Amount is defined as regular contribution amount > S$50,000 per annum or one lump sum contribution >S$500,000).
● Guideline - Supporting Documents Required Under Specified Events	Guide on the necessary documents to be submitted in the events of deceased or incapacitation the settlor(s) and/or beneficiaries.
● Others - Business Reply Envelope	To be used as a prepaid envelope for documents to be mailed to Metis SG.
● Common Reporting Standard - CRS Self Certification Form (Individual)	For individual to submit any changes in tax and residency status to Metis SG.

Forms and Guidelines	Information
● Appointment Request Form	For Applicant(s) to request for Appointment for Application Submission.
● Application - Amendment Form	Change of details (contact details, plan details , asset choices, cancellation, etc.) of Application before issuance.
● Payment Application - Credit Card Authorisation Form	To apply for payment of contribution via credit card. (For JadePRO Only)
● Service Request - Third Party Payor Form	For submission of Third Party Payor information.
● Service Request - Additional Regular Single Top-Up Contribution Form	To request for increase in contribution(s).
● Service Request - Amendments to Beneficiaries & Letter of Wishes Form	Service Request - Amendments to Beneficiaries or Letter of Wishes Form.
● Service Request - Asset Switching and Redirection Form	To request for asset switch or change in asset allocation.
● Service Request - Change of Personal Information Form	To request for change of personal details (contact details, personal particular, signature and PEP Status) and including personal data use statement and servicing adviser.
● Service Request - Insurance Policy Assignment Request Form	To request for assignment of insurance policy into the Trust Plan.
● Service Request - Insurance Policy Application Request Form	For submission of Insurance Policy Application Request Form
● Service Request - Insurance Policy Nomination Request Form	To request for nomination of insurance policy into the Trust Plan.
● Service Request - Will Nomination Request Form	To request for nomination of Will into the Trust Plan.
● Service Request - Beneficiary Information Form	For submission of Beneficiary information.
● Service Request - Plan Alteration Form	To request for change of payment method, contribution frequency/amount, reinstatement, settlement of outstanding contribution, etc.
● Service Request - Changes of Servicing & Consulting Services	To request for Appointment/Change/Termination of Asset Portfolio Management or Servicing and Consulting Services.
● Guideline - Supporting Documents for Large Amount Contribution	Guide on the necessary documents needed for application involving large contribution amount. (Large Amount is defined as regular contribution amount > S$50,000 per annum or one lump sum contribution >S$500,000).
● Guideline - Payment Method	Guide on how payment of contribution(s) can be made via Credit Card and Telegraphic Transfer.
● Common Reporting Standard - CRS Self Certification Form (Individual)	For individual to submit any changes in tax and residency status to Metis SG.
● Financial Declaration for Large Amount Contribution	Declarations needed for application involving large contribution amount. (Large Amount is defined as regular contribution amount > S$50,000 per annum or one lump sum contribution >S$500,000).