. | Remarks |
Cash Flow and Networth | |
Personal particulars | Please download this spreadsheet HERE and fill it up completely. |
Cash flow statements | |
Networth statements | |
CPF statements showing latest balance and transactions for past 15 months. Printout from cpf.gov.sg using Singpass | See retrieval CPF Statement instructions. |
Insurance, annuities & pensions | |
Insurance policies and endorsements (if any). | |
Insurance latest benefit illustration (for participating policies) and market value (for ILPs) | |
Photocopy of defined benefit plans details (e.g. government pensions) | |
Tax Planning | |
Photocopy of latest IRAS Tax Notice of Assessment | See retrieval IRAS Statement instructions. |
Estate Planning | |
Photocopy of Will (if any) | |
Photocopy of letters from insurers stating existing life insurance nomination details | |
Website screen capture of latest CPF Nomination statement available from cpf.gov.sg using your SingPass | See retrieval CPF Nomination Details instructions. |
Website printout from hdb.gov.sg using SingPass showing existing HDB tenancy status - joint-tenancy, tenancy-in-common or sole ownership. | See retrieval HDB ownership type instructions. |
Photocopy of title deeds of existing private properties showing tenancy status - joint-tenancy, tenancy-in-common or sole ownership. | |
Loans | |
Photocopy of latest outstanding housing loan statement from bank / HDB. | See retrieval HDB Loan details. |
Photocopy of housing loan agreement(s). | |
Latest copy of Credit Report (purchased by client) from http://www.creditbureau.com.sg. | See retrieval Credit Bureau report instructions. |
Photocopy of car hire purchase agreement | |
Photocopy of current outstanding car loan statement | |
Investments | |
Copies of existing investment statements |
CPF Statements
Please retrieve the latest 12 months of CPF statements using the following instructions:
- Goto http://www.cpf.gov.sg and login using SingPass.
- Click My Statement
- Select “Transaction History up to the last 15 months”
- Select the range of dates for 15 months.
- Click Proceed.
- Click the PDF link to download the statement.
How to request for CPF Nomination details
- Goto http://www.cpf.gov.sg and login using SingPass.
- Click My Requests
- Select Nomination Details
- Click View Nomination Details
- Follow procedure as shown on the screen.
How to retrieve your latest IRAS tax notice of assessment
- Goto http://www.iras.gov.sg/
- Log in to MyTax Portal using SingPass.
- Click View Correspondences / Notices
- Click Letters / Notices
- Click the latest “Notice of Assessment (Individual)”.
How to find out your joint ownership type for your HDB flat?
- Goto http://www.hdb.gov.sg
- Click My HDBPage and login using SingPass.
- Click My Flat -> Purchased Flat -> Flat Details
- The important information is shown is “Holding Type”. Click Save to PDF at the bottom of the page to save all the information shown.
How to find out how much HDB loan outstanding?
- Goto http://www.hdb.gov.sg
- Click My HDBPage and login using SingPass.
- Click My Flat -> Purchased Flat -> Financial Info.
- Go to the bottom of the page and click Print.
How to get your Credit Report?
- Goto http://www.creditbureau.com.sg/
- Click "Access My Credit Report" and login using SingPass.
- Read the Terms of Use instruction and click “Yes” at the bottom of the page.
- Fill in the details and make payment to get the report.
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