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 submission of Contingent Investment Adviser (CIA) information. |
● 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. |
● JadePRO Appointment Request Form | For Applicant(s) to request for Appointment for Application Submission. |
● JadePRO Application - Amendment Form | Change of details (contact details, plan details , asset choices, cancellation, etc.) of Application before issuance. |
● JadePRO Service Request - Third Party Payor Form | For submission of Third Party Payor information. |
● JadePRO Service Request - Additional Regular Single Top-Up Contribution Form | To request for increase in contribution(s). |
● JadePRO Service Request - Amendments to Beneficiaries & Letter of Wishes Form | Service Request - Amendments to Beneficiaries or Letter of Wishes Form. |
● JadePRO Service Request - Asset Switching and Redirection Form | To request for asset switch or change in asset allocation. |
● JadePRO 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. |
● JadePRO Service Request - Beneficiary Information Form | For submission of Beneficiary information. |
● JadePRO Service Request - Plan Alteration Form | To request for change of payment method, contribution frequency/amount, reinstatement, settlement of outstanding contribution, etc. |
● JadePRO Service Request - Appointment Change Termination of Servicing & Consulting Services | To request for change of Servicing and Consulting Services. |
● JadePRO 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). |
● JadePRO Common Reporting Standard - CRS Self Certification Form (Individual) | For individual to submit any changes in tax and residency status to Metis SG. |