Electronic Forms - Nomination Forms

Form 4 : Revocable Nomination

Instructions for Filling up the Prescribed Statutory Forms

With effect from 1 Sep 2009, the nomination of beneficiaries’ framework is governed by the Insurance Act and Insurance (Nomination of Beneficiaries) Regulations 2009.

The statutory form must be completed in full in order to be valid and duly registered promptly by us. Any form that is not completed in full will be rejected. Therefore, please read the following instruction notes before filling up the statutory form.

Policy owner who has attained the age of 18 years may make a nomination.
Nomination must be submitted on the relevant statutory form. The statutory form must be completed in full.
The statutory form must clearly state the policy number. Where the policy number is not available, you can provide the plan name and basic sum insured of the plan.
The statutory form must be signed by the policy owner in the presence of 2 witnesses. The policy owner and the 2 witnesses must sign and date the statutory form on the same date.
The statutory form must clearly state the full address and at least 1 contact number of witness.
Each witness must have attained the age of 21 years. A witness must not be a nominee or the spouse of a nominee.
For nominations made outside Singapore, at least one of the 2 witnesses should be a Singaporean, Singapore Permanent Resident, Notary Public or an Official from the Singapore High Commission/Embassy of the Republic of Singapore.
A new statutory form must be completed in the event that there is any amendment and/or alteration. Initialing against an amendment/alteration is not allowed.
The total shares of all nominees must add up to 100%.
If you wish to name more than 4 nominees, additional copies of the statutory Form 1 (trust nomination) or Form 4 (revocable nomination) to cover all nominees must be submitted. The additional Form 1 or Form 4 must be completed in full by the policy owner and witnessed and signed by the same 2 witnesses. Attachment in any other form will be rejected.
If you wish to appoint more than 2 trustees for a trust nomination, statutory Form 3 must be submitted. Form 3 must be completed in full and signed by the policy owner and, if submitted together with Form 1, witnessed and signed by the same 2 witnesses as Form 1. Attachment in any other form is not allowed.
In view of the statutory restrictions imposed under Section 111 of the Administration of Muslim Law Act (reproduced below) in respect of disposition of property of a Muslim by way of a revocable nomination, NTUC Income is not able to accept any revocable nomination made by a Muslim policy owner (except for policies under DPS – Dependents’ Protection Scheme).

111. —(1) Notwithstanding anything in the provisions of the English law or in any other written law, no Muslim domiciled in Singapore shall, after 1st July 1968, dispose of his property by will, or by any nomination under section 49M(2) of the Insurance Act (Cap. 142), except in accordance with the provisions of and subject to the restrictions imposed by the school of Muslim law professed by him.

Submission of Statutory Form
The completed and signed original statutory form must be submitted by hand or post to NTUC Income for registration. Any statutory form that is submitted by fax or email attachment will be rejected.

Nomination Acknowledgement
An acknowledgement letter, listing the relevant policy number(s) will be sent to the policy owner after a statutory form has been registered by NTUC Income. No other documents will be sent. If the statutory form is submitted together with any new proposal, a copy of the statutory form will be enclosed with the policy document. No acknowledgement letter will be sent.

Enquiry on Nomination Matters
For enquiry on nomination matters, please contact our Customer Service Officer at 67881122 or email to csquery@income.com.sg. You may also approach your Financial Consultant for assistance.

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