Policy Documents & Forms

Form 1 : Trust Nomination

Note: Making a trust nomination is a serious undertaking. The policyholder loses all rights and control over the policy. He cannot give instruction on the policy or receive any payouts from any surrender, maturity, loan, or claim event. And he cannot change his nomination without consent from trustee or nominees. Please call 6788 1777 for advice.

With effect from 1 Jan 2017, Trustee(s) and nominee(s) in a trust nomination(s) must complete and submit FATCA & CRS SELF-CERTIFICATION FORM FOR INDIVIDUAL ACCOUNT HOLDER. The form can be downloaded and printed from via http://www.income.com.sg/policy-downloads-and-forms. One form is required for each trustee/nominee named in the Trust Nomination Form.

If the nominee is below 18 years old, Parent/Legal Guardian must complete the FATCA & CRS SELF-CERTIFICATION FORM FOR INDIVIDUAL ACCOUNT HOLDER on behalf of the nominee.

FATCA AND CRS SELF-CERTIFICATION FORM FOR ENTITY / INDIVIDUAL ACCOUNT HOLDER

Income Insurance Limited (“Income”) is required to collect and report certain information about an account holder’s tax residency in order to comply with the Singapore Income Tax Act 1947 and related regulations including Income Tax (International Tax Compliance Agreements) (United States of America) Regulations 2015 (FATCA) and Income Tax (International Tax Compliance Agreements) (Common Reporting Standard) Regulation 2016 (CRS). We may be obliged to share information about the policy(ies) for which you are an Account Holder with the relevant tax authorities under certain circumstances.

Form 2 : Revocation of Trust Nomination

Note: Please use this form to revoke a Trust Nomination only which was made using Form 1.

Form 3 : Appointment or Revocation of Trustee

Note: Please use this form to:

• appoint 1 or more trustees in addition to any trustee appointed earlier under your Trust Nomination (made using Form1);
• only revoke any trustee(s) appointed earlier under your Trust Nomination (made using Form 1) provided there is at least one remaining trustee;
• revoke any trustee(s) appointed earlier under your Trust Nomination (made using Form 1) and appointing 1 or more trustees to replace the trustee whose appointment is being revoked.

Form 4 : Revocable Nomination

Note: Please use this form to make a Revocable Nomination.

• If there is any existing Revocable Nomination or section 45 nominations under the Co-operative Societies Act, making a subsequent fresh Revocable Nomination has the effect of overriding the existing nomination.

Form 5 : Revocation of Revocable Nomination

Note: Please use this form to revoke a Revocable Nomination (made using Form 4) only but do not wish to make a new Revocable Nomination.

Form 6 : Notice of Revocation of Revocable Nomination

Note: Please use this Form to give Notice of Revocation of Revocable Nomination if the policy owner has:

1. assigned, encumbered or otherwise dealt with the policy or any interest under the policy; or
2. after making a Revocable Nomination, made a will in accordance with the Wills Act,

as an existing Revocable Nomination would be deemed as revoked.

Deed of Revocation (Section 73 CLPA)

Note: Please use this form to revoke a nomination made under section 73 of the Conveyancing and Law of Property Act, Singapore (CLPA).

Revocation of Nomination (Section 45 CSA)

Note: Please use this form to revoke a nomination made under section 45 of the Cooperative Societies Act (CSA) and only if you do not wish to make a new nomination.