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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.

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