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FORM :KWSP INVESTMENT CHOICE DECLARATION BY APPLICANT 1) I attach the following documents with my application for the KWSP Investment Scheme: a. KWSP Form 9N b. Photocopy of identity card (both sides) 2) I, the undersigned, do hereby declare that all the information outlined below are full, complete and true, and understand that AISB, believing them to be such, will rely and act on them: a. I am below 55 years of age b. I verify the investment amount appears in my Investment Application Form as follows: A Available balance in KWSP Account 1 as at ____dd____mm____yy. This figure is (please mark the appropriate section) Derived from my actual KWSP statement (a copy is attached for reference) Derived from estimation = RM ___________ B Compulsory balance in KWSP Account 1 (please refer the table below) = RM ___________ Age (Year) Basic Savings (RM) Age (Year) Basic Savings (RM) Age (Year) Basic Savings (RM) Age (Year) Basic Savings (RM) 18 1,000 28 21,000 38 59,000 48 125,000 19 2,000 29 24,000 39 64,000 49 134,000 20 4,000 30 27,000 40 69,000 50 143,000 21 5,000 31 30,000 41 76,000 51 153,000 22 7,000 32 34,000 42 81,000 52 163,000 23 9,000 33 37,000 43 88,000 53 174,000 24 11,000 34 41,000 44 95,000 54 185,000 25 13,000 35 46,000 45 102,000 55 196,800 26 15,000 36 50,000 46 109,000 27 18,000 37 54,000 47 117,000 C Amount available for investment = [20% x (A-B)] = RM ___________ D Amount to be withdrawn for Investment = RM ___________ c. I have not applied for any type of withdrawal from my KWSP Account 1 (eg. investments in annuity scheme, Government shares, unit trust with AISB or other management companies or any other form of investments) within the last 3 months and I do not intend to do so in the next 14 days from the date of this letter. d. I confirm that the disbursement date of my last withdrawal from KWSP Account 1 is at least 3 months from this application. 3) I am fully aware and understand that by participating in KWSP Investment Scheme, there is no guarantee of gain. I would not be entitled to any recourse or compensation should I suffer losses as a result of investing in this Scheme. Signature of Applicant Signature of Witness (AISB Consultant or Officer) Name of Applicant: Name of Witness: NRIC No: NRIC No: EPF-PMA 1 January 2014

Undertaking Letter EPFPMA2014

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Page 1: Undertaking Letter EPFPMA2014

FORM :KWSP INVESTMENT CHOICE – DECLARATION BY APPLICANT

1) I attach the following documents with my application for the KWSP Investment Scheme:

a. KWSP Form 9N

b. Photocopy of identity card (both sides)

2) I, the undersigned, do hereby declare that all the information outlined below are full, complete and true,

and understand that AISB, believing them to be such, will rely and act on them:

a. I am below 55 years of age

b. I verify the investment amount appears in my Investment Application Form as follows:

A Available balance in KWSP Account 1 as at ____dd____mm____yy.

This figure is (please mark the appropriate section)

□ Derived from my actual KWSP statement (a copy is attached for reference)

□ Derived from estimation

= RM ___________

B Compulsory balance in KWSP Account 1 (please refer the table below) = RM ___________

Age (Year) Basic Savings (RM)

Age (Year) Basic Savings (RM)

Age (Year) Basic Savings (RM)

Age (Year) Basic Savings (RM)

18 1,000 28 21,000 38 59,000 48 125,000

19 2,000 29 24,000 39 64,000 49 134,000

20 4,000 30 27,000 40 69,000 50 143,000

21 5,000 31 30,000 41 76,000 51 153,000

22 7,000 32 34,000 42 81,000 52 163,000

23 9,000 33 37,000 43 88,000 53 174,000

24 11,000 34 41,000 44 95,000 54 185,000

25 13,000 35 46,000 45 102,000 55 196,800

26 15,000 36 50,000 46 109,000

27 18,000 37 54,000 47 117,000

C Amount available for investment = [20% x (A-B)] = RM ___________

D Amount to be withdrawn for Investment = RM ___________

c. I have not applied for any type of withdrawal from my KWSP Account 1 (eg. investments in

annuity scheme, Government shares, unit trust with AISB or other management companies or any

other form of investments) within the last 3 months and I do not intend to do so in the next 14 days

from the date of this letter.

d. I confirm that the disbursement date of my last withdrawal from KWSP Account 1 is at least 3

months from this application.

3) I am fully aware and understand that by participating in KWSP Investment Scheme, there is no guarantee

of gain. I would not be entitled to any recourse or compensation should I suffer losses as a result of

investing in this Scheme.

Signature of Applicant Signature of Witness (AISB Consultant or Officer)

Name of Applicant: Name of Witness:

NRIC No: NRIC No:

EPF-PMA

1 January 2014