Trust Nomination

Trust Nomination

1. What are the documents required for setting up a Trust Nomination?

a) New unit holders (individual or joint) need to provide the following:

Account Opening Form
Transaction Form
KWSP 9N Form (EPF investment only)
Photocopy of NRIC – 1 copy each for the principal and the joint-holder (if any)
Photocopy of NRIC/Birth Certificate - 1 copy each for the beneficiary/beneficiaries
Trust Nomination Application Form & Declaration of Trust
Cheque payable to CIMB Trustee Berhad for Trust Nomination

Note: In the case of a Joint Account in setting up a Trust Nomination, both the principal and joint holder must agree by signing the Trust Nomination Form.

b) Existing unit holders need to provide the following:

Photocopy of NRIC – 1 copy each of the principal and joint holder (if any)
Photocopy of NRIC/Birth Certificate - 1 copy each for the beneficiary/beneficiaries
Trust Nomination Application Form & Declaration of Trust
Cheque payable to CIMB Trustee Berhad for Trust Nomination’

2. Upon the demise of the unit holder (settler-trustee), what do the Trust Nomination beneficiaries have to do?

The beneficiaries are required to submit the following to CWA: