Get Form 3 Appointment, Or Revocation Of Appointment, Of Trustee Of Policy Moneys2011-08.doc

Completing the Form 3 Appointment, Or Revocation Of Appointment, Of Trustee Of Policy Moneys is essential for managing your policy moneys properly. This guide provides clear, step-by-step instructions to help you navigate the form with ease, ensuring accuracy in your submissions.

Follow the steps to fill out the form correctly.

1. Press the ‘Get Form’ button to access the form and open it in your chosen editor.
2. In Part 1, you will specify your intention to appoint or revoke a trustee. Indicate the policy number or reference of the relevant policy, and if unavailable, provide the plan name and the basic sum insured. Fill in the name of the insurer and your details including your name, NRIC or passport number, and sign or provide your right thumb print.
3. In Part 2, complete the details for your witnesses. Each witness must be over 21 years old and cannot be a nominee or spouse of a nominee. Provide their names, NRIC or passport numbers, addresses, and sign in confirmation.
4. In Part 3, appoint the trustee(s). For each individual trustee, include their name, NRIC or passport number (if applicable), date of birth, and address. A licensed trust company must provide their unique entity number and date of incorporation. Ensure their consent is captured with the appropriate signatures.
5. In Part 4, indicate the trustee(s) whose appointment you wish to revoke. Provide their names and NRIC or passport numbers if they are individuals or their unique entity number if they are a licensed trust company.
6. Once you complete all required sections, review your form for completeness and accuracy. Finally, ensure you save your changes and choose an option to download, print, or share the form as needed.

Complete your forms online today for a seamless experience in managing your policy moneys.