0% found this document useful (0 votes)
57 views

Change of Personal Particulars Form

The document is a change of personal particulars form that allows customers to update their name, identification details, address, contact information, and marketing preferences with their insurance provider. Key details that must be provided include the customer's name, ID number, date of birth, address, and contact details. Customers can also update company information if applicable and indicate their tax residency status and country of residence. Supporting documents must be provided for any changes to verified details like name, ID, or address.

Uploaded by

Antony Vijay
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
57 views

Change of Personal Particulars Form

The document is a change of personal particulars form that allows customers to update their name, identification details, address, contact information, and marketing preferences with their insurance provider. Key details that must be provided include the customer's name, ID number, date of birth, address, and contact details. Customers can also update company information if applicable and indicate their tax residency status and country of residence. Supporting documents must be provided for any changes to verified details like name, ID, or address.

Uploaded by

Antony Vijay
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 3

Scan to update your

particulars via

Change of Personal Particulars Form


For any change in Name/NRIC/FIN/Passport/Biz Reg., please specify the old/previous details.

Customer Information
#
Compulsory detail. Please provide.

Please attach a clear copy of NRIC/FIN/Passport (front & back) for update of Name, NRIC/FIN/Passport, Nationality, Date of Birth & Gender for verification.

Name#

NRIC/FIN/Passport# Date of Birth (dd/mm/yyyy)#

Nationality# Singapore PR# Yes No

Country of Birth

Marital Status Married Single Divorce Widow Other Gender# Male Female

Primary Secondary N Levels O Levels A Levels Diploma Tertiary (Degree & Masters)
Education
Professional/Doc

For the following sections on this page, please complete only the sections which you will like us to update.

Company Information
#
Compulsory detail. Please provide.

Please attach a clear copy of ACRA for update of Company Name, Biz Reg No., Place of Incorporation/Business Registration for verification.

Company Name#

Business Registration No.#

Place of Incorporation/
Business Registration#

Business Activity/Sector#

Address Details
For Individual Customer : Please attach the latest copy of any of the following supporting documents reflecting your name and new residential address.
- Telephone/Utility Bills - Rental Agreement
- Bank Statement - Government Agency Letter e.g, HDB, LTA, IRAS, CPF Board etc.
For Company : Please attach the latest copy of ACRA

Address
Postal Code

Does the new address apply to all existing policies? Yes No Country

If you have selected No above, please state the Policy Number(s) of each policy that the new address will apply to.

Policy No.

Contact Details
Please indicate a (–) if you wish to remove any of the contact details. For overseas number, please indicate "+" sign, country code + area code +
contact number (e.g. +1234567890).

Mobile No. Home No.

Office No. Other Contacts

Email Address

I confirm that I'm the owner of the mobile number and/or email address stated in this form. If you are not the owner of mobile number or email address,
please inform the owner accordingly.

INCOME/CC/COPP/06/2021 • Page 1 of 3
Marketing Consent/Withdrawal
A. Marketing and Promotional messages
We at Income value our customers and would love to share exclusive offers (such as rewards, privileges, events and discounts) and information about
products and services (“Marketing and Promotional messages”) offered by Income, our business partners and NTUC Enterprise group of social enterprises
(“NE Group”) that may be useful to you and your family.
If you would like to hear from us, please provide your consent by selecting your preference(s) in receiving Marketing and Promotional messages from
Income, our representatives, agents, appointed service providers, business partners, insurance intermediaries and NE Group (collectively “Income
Partners”):
Postal mail Email Phone call Phone messages1
1
Phone messages include text, picture, video and audio message that are sent to your telephone number via SMS, MMS or messaging apps such as
WhatsApp, Telegram or WeChat.
By indicating your preference(s) above, your consent to receive Marketing and Promotional messages:
(i) includes allowing Income Partners to collect, use and disclose your contact details to send you Marketing and Promotional messages;
(ii) is regardless of your policy status and whether this application or transaction is accepted or refused by Income; and
(iii) is in addition to any previous marketing consent which you may have provided to Income.
All consent in receiving Marketing and Promotional messages will remain valid until it is withdrawn and notified to Income. You may withdraw your
consent at any time by submitting your request at www.income.com.sg/enquiry or via this Change of Personal Particulars Form.
You may refer to Income’s Privacy Policy (www.income.com.sg/privacy-policy) for more information, including access and correction to personal data and
consent withdrawal.
B. Withdrawal of Marketing Consent
I wish to notify Income that I am withdrawing my consent to receive marketing and Promotional messages for the mode(s) of communications indicated
below:
Postal mail Email Phone call Phone messages
I understand that Income will process my request within 10 days, and I will stop receiving Marketing and Promotional messages after 21 days only for the
mode(s) of communications indicated above.

Other Preferences
Language Spoken English Chinese Malay Tamil Other Language

Language Written English Chinese Malay Tamil Other Language

Tax Residency Declaration


Are you solely a tax resident of Singapore?
Yes, I am solely a tax resident in Singapore and do not have a foreign tax residency. My Singapore TIN is my NRIC or FIN.
If your TIN is not your NRIC or FIN, please specify your TIN:
No, I am currently a tax resident in the following list of countries/jurisdictions (include Singapore, if applicable):
If TIN is not available, please If reason B has been selected,
No. Country(ies)/Jurisdiction(s) of tax residence^ TIN select on the reason code please indicate why TIN is not
(Refer to Table 1 below) available

1 A B C

2 A B C

3 A B C

4 A B C

5 A B C

^ If you are a United States (U.S.) citizen or U.S. resident for tax purposes, you are required to submit Form W-9.

Table 1

Reason code Description

A This country/jurisdiction where the account holder is resident does not issue TINs to its residents.

The account holder is otherwise unable to obtain a TIN or equivalent number. (Please explain why you are unable to obtain a TIN if you
B
have selected this reason)
No TIN is required. (Note: Only select this reason if the domestic law of the relevant jurisdiction does not require the collection of the
C
TIN issued by such jurisdiction)

Please refer to the OECD website for more information on tax residency:
http://www.oecd.org/tax/automatic-exchange/crs-implementation-and-assistance/tax-residency/

INCOME/CC/COPP/06/2021 • Page 2 of 3
Country of Address Outside Country of Tax Residency (where relevant)
Please help us to understand why your country of address indicated under Address Details is different from the country(ies) of tax residency indicated
under Tax Residency Declaration.
Tick ( ) ONE only and submit relevant supporting documents:

No Reason Tick ( ) ONE only

1 Student at an education institution in the country of residential

2 Working in the country of residential for less than 6 months

3 On an educational or cultural exchange visitor program in the country of residential for less than 6 months

4 Regular travel between jurisdictions for work and home

5 Others – Please specify:

Personal Data Use Statement


By providing the information and submitting this application or transaction, I/we consent and agree to NTUC Income Insurance Co-operative Limited (“Income”),
its representatives, agents, relevant third parties (referred to in Income’s Privacy Policy at www.income.com.sg/privacy-policy, Income’s appointed insurance
intermediaries and their respective third party service providers and representatives (collectively “Income Parties”) to collect, use, and disclose any personal
data in this form or obtained from other sources, including existing personal data provided, any future updates and subsequent information on my/our health
or financial situation (collectively “personal data”) for the purposes of processing and administering my/our insurance application or transaction, providing
me/us with financial advice and/or recommendation on products and services, managing my/our relationship and policies with Income including sending
me/us corporate communications and notices on updates and servicing, research and data analytics, and in the manner and for the purposes described in
Income’s Privacy Policy.
Where the personal data of another person(s) (for example, personal data of the insured person, my family, employee, payee/payer or beneficiary) is provided
by me/us (whether in this or subsequent submissions) or from other sources to Income Parties, I/we represent and warrant that:
• I/we have obtained their consent for the collection, use and disclosure of their personal data; and
• I am/we are authorised to give any authorization and approval on their behalf
for the purposes as set out in this Personal Data Use Statement.

Your Declaration and Agreement


I confirm that I understand and agree to the collection, use and disclosure of my personal data as stated in the “Personal Data Use Statement” above.
I further confirm on the above preference(s) where I have indicated my consent (if any) to receive Marketing and Promotional messages.


Name of Policyholder Signature and Date

Parental Permission
If you are below 18 years old, your Parent/Legal Guardian must complete this section. I give permission for my child/ward to:
1. change the Personal Particulars;
2. agree and consent to the 'Personal Data Use Statement'
Name of Parent/Legal Guardian NRIC No.

Relationship to Child Signature of Parent/Legal Guardian and Date


Parent (Please send a copy of your NRIC)
Legal Guardian (Please provide legal documents showing proof as Legal Guardian)

INCOME/CC/COPP/06/2021 • Page 3 of 3

You might also like