Get S3 Form

Filling out the S3 Form online can streamline the process of updating your corporate subscriber employment and scheme preferences. This guide provides a clear overview of each step involved in completing the form accurately and efficiently.

Follow the steps to complete the S3 Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor for online completion.
2. Begin by entering your POP Registration Number and Receipt Number at the top of the form.
3. Fill in your Personal Retirement Account Number (PRAN) in the designated field.
4. Provide your full name, including First Name and Last Name. Fill in Middle Name if applicable.
5. Enter your phone number along with the STD code in the specified fields.
6. In Section A, fill out the required employment details, including the Date of Joining and Date of Retirement. Ensure these fields are filled in correctly as they are mandatory.
7. Input your Employee ID, Corporate Registration Number, and CBO Number allotted by CRA.
8. The authorized person in your corporate must then sign and confirm the details entered in this section.
9. Proceed to Section B to make changes in your scheme preference. Select your Preference Fund Manager (PFM) by ticking one box from the list provided.
10. Choose your Investment Option: either Active Choice or Auto Choice. If selecting Active Choice, proceed to fill out the Asset Allocation details in the table provided.
11. Ensure that your total asset allocation across Equity, Corporate Bonds, and Government securities equals 100%. If not, your application may be rejected.
12. Complete the declaration and authorization section to affirm that the information provided is accurate and true.
13. Affix your signature or thumb impression as required.
14. Conclude by saving your changes. You may download, print, or share the completed form as needed.

Complete your documents online today for a seamless experience.