| |
|
|
| |
The Administration
of a Deceased's Estate (CPF Monies) is one of the eServices offered under IPTO's
Public Trustee eServices. It allows public users to apply to the Public
Trustee to administer estates (CPF Monies) of deceased persons.
|
|
| |
If you are new to IPTO eServices, please read the
General Information guide before commencing your application.
If you have any
problems using IPTO eServices, please refer to the
Technical
Guide.
Step-by-Step
Guide
|
|
| |
 |
|
| |
| |
| |
| a. |
This page provides
some of the important guidelines to take note before you
proceed with the application. |
| |
| b. |
You will be able
to Create a new application, Edit, Delete or View applications that are pending
submission. |
| |
| c. |
To create a new application for the Administration
of a Deceased's Estate, the applicant must provide the
NRIC/ Passport no. Type and ID Number of the Deceased before
clicking on icon. |
| |
| d. |
The page will
display all the applications that are pending submission which you have created.
Each pending application will be retained in
the system for ONLY 7 calendar days. |
| |
| e. |
If you have submitted an application for
the Administration of Deceased Estate (Assets
other than CPF
Monies) electronically prior to this application for the
same Deceased, your particulars, the Deceased's
particulars as well as the Beneficiaries' particulars will be retrieved. These information will be
displayed at the respective pages. |
| |
| f. |
Click on
to modify details previously entered in a pending application. |
| |
| g. |
Click on
to delete a pending application. You will be asked to confirm
the deletion. Click on [Ok] to delete the application or
[Cancel] to cancel the action. |
| |
| h. |
Usage of Buttons : |
| |
| Back |
: |
Brings you to the previous
page. |
| Next |
: |
Verification of the
information will begin after you click on the [Next] button.
After verification, the system will proceed to the next
page. |
| Submit |
: |
The information you entered will be submitted. |
| Save & Exit |
: |
Verification of the
information will begin after you click on the [Save & Exit]
button. After verification, information that you have
entered will be saved into the database and the system will
proceed to the Guidelines for Completion Page. |
| Clear Page |
: |
Clears the information for
the current page. |
| Cancel |
: |
You can abort the
transaction by clicking on the [Cancel] button. |
|
| |
|
| |
|
| |
Return to top |
|
| |
| |
|
| a. |
Please note that
if the Public Trustee does not have any cases on the deceased
CPF Monies, you will not be able to proceed further. |
|
| b. |
If the CPF Monies
of the Deceased is $6,000.00 or less, you will be asked
whether the Claimant for Funeral Expenses would like to
be reimbursed of the amount from the deceased's CPF
Monies. If the application is solely for Funeral Expenses
reimbursement, you are not required to provide the Next
of Kin information. |
|
|
| c. |
For more
information on how to use the buttons : [Back], [Next],
[Save & Exit], [Clear Page] and [Cancel], please
refer to Usage of Buttons. |
|
| | |
|
| |
Return to top |
|
| |
| |
| |
| a. |
This page allows you to enter the details of the deceased
and applicant. |
| |
| b. |
You will not be
required to provide the identification number /NRIC
/Passport Number of the deceased. |
| |
| c. |
You will be asked to
provide information such as deceased's death date, death
certificate number etc. |
| |
| d. |
For more information on how to use the
buttons : [Back], [Next], [Save & Exit], [Clear Page] and
[Cancel], please refer to Usage of Buttons. |
| |
|
|
|
|
| |
Return to top |
|
| |
| |
| |
| a. |
These
pages require you to enter the details of the Deceased's next
of kin. |
| |
| b. |
If the Deceased is a
Non-Muslim, the Next of Kin comprise: Father, Mother, Spouse, Children, Siblings
and Others. If a particular next of kin is not applicable, click
on the checkbox provided in each section to indicate this.
If the Deceased
is a Muslim, you will only be requested to enter the details
of Next of Kin under the Other Next of Kin page. |
| |
| c. |
In Children, Siblings and
Others pages, you can :- |
| |
| (i) |
Click on
to add another new beneficiary. |
| (ii) |
Click
on
to modify the details of a particular beneficiary. |
| (iii) |
Click
on
to delete the details of a particular beneficiary. You
will be prompted to confirm the deletion. Click on
[Ok] to proceed with the deletion or [Cancel] to cancel
the action. |
|
| |
| d. |
Enter all the required information. |
| |
| e. |
You
can proceed to the other pages by clicking on the [Next]
button or other
TABs. |
| |
| f. |
For more information on how to use the
buttons : [Back], [Next], [Save & Exit], [Clear Page]
and [Cancel], please refer to Usage of Buttons. |
| |
|
|
|
|
| |
Return to top |
|
| |
| |
| |
| a. |
This
page allows you to enter the claimant's information for
reimbursement of funeral expenses from the deceased's
estate. Please note that the total amount to be
reimbursed cannot
exceed $6,000.00 (inclusive of that filed under
Administration of Deceased Estate (Assets other than CPF
Monies)). |
| |
| b. |
Enter
all the required information. |
| |
| c. |
You
can proceed to the other pages by clicking on the [Next]
button or other
TABs. |
| |
| d. |
For more information on how to use the
buttons : [Back], [Next], [Save & Exit], [Clear Page]
and [Cancel], please refer to Usage of Buttons. |
| |
|
|
|
|
| |
Return to top |
|
| |
| |
| |
| a. |
This
page displays the details of your application before you
proceed to submit the application. |
| |
| b. |
Please ensure that all the details are correct. |
| |
| c. |
Documents
should only be attached just before submission. Only
documents of the PDF,
GIF and JPG formats will be accepted. |
| |
| d. |
Verification
of the details of your application and the document(s) you attached
will begin after you click on the [Submit] button. |
| |
| e. |
If
you need to make any amendments, click on the [Back] button
to go back to the previous pages. Otherwise, click on the
[Submit] button to complete the submission. |
| |
| f. |
You
can proceed to the other pages by clicking on the [Next]
button or other
TABs. |
| |
| g. |
For more information on how to use the
buttons : [Back], [Submit], [Save & Exit] and [Cancel],
please refer to Usage of Buttons. |
| |
|
|
|
|
| |
Return to top |
|
| |
| |
| |
Upon
a successful submission, this page will be displayed. A File
Reference Number and an E-Filing Number will be generated for
your reference. The details of your application will be
displayed. You should print out this page for your
reference. |
| |
|
|
|
|
| |
Return to top |
|
| |
| |
| |
Where the estate to be
distributed belongs to a non-Muslim |
| |
| |
a. |
Where the deceased was single,
please submit the following: |
|
|
|
|
| (i) |
Deceased's
death certificate and birth certificate
|
| |
|
|
| (ii) |
Parents' identity
cards, their marriage certificate or Decree Nisi Absolute
if divorced and front page of bank
account passbook or bank account
statement indicating the bank account number |
| |
|
|
| (iii) |
If parents of
the deceased are no longer living, their marriage certificate,
death certificates and birth certificates of the siblings of the deceased, identity
cards and front page of bank account passbook
or bank account statement indicating the bank account
number |
| |
| |
| |
b. |
If deceased was married
without children, please submit the following: |
|
|
|
|
| (i) |
Deceased's death
certificate and birth certificate |
| |
|
|
| (ii) |
Parents' identity
cards, marriage certificate or Decree Nisi Absolute if
divorced and front page of bank
account passbook or bank account
statement indicating the bank account number. If parents
of deceased are no longer living, their marriage certificate and death certificate |
| |
|
|
| (iii) |
Marriage certificate
or Decree Nisi Absolute if divorced, spouse's
identity card and front page of bank account
passbook or bank account statement
indicating the bank account number. If spouse is deceased,
their marriage certificate and death certificate |
| |
| |
| |
c. |
If deceased was married
with children, please submit the following: |
|
|
|
|
| (i) |
Deceased's death
certificate |
| |
|
|
| (ii) |
Marriage certificate
or Decree Nisi Absolute if divorced, spouse's
identity card and front page of bank account
passbook or bank account statement
indicating the bank account number. If spouse is deceased,
their marriage certificate and death certificate |
| |
|
|
| (iii) |
Children's (including
children of previous marriage) birth certificates, identity
cards and front page of bank account passbook
or bank account statement indicating
the bank account number |
| |
| |
| |
d. |
In addition to the above
documents, you must also provide the following: |
|
|
|
|
| (i) |
Identity card
of applicant (Applicant must be 21 years old and above) |
| |
|
|
| (ii) |
For reimbursement
of funeral expenses, relevant receipts and claimant's
identity card and bank account passbook or bank account statement
indicating the bank account number |
| |
|
|
| (iii) |
Any other declaration
or testimonial from the proper authority establishing
the legal heir of deceased (applicable to foreigners) |
| |
| |
| |
Where the estate to be
distributed belongs to a Muslim, please provide a copy of the
following: |
| |
| |
a. |
|
|
|
| |
| |
b. |
Death certificate of
deceased |
|
|
| |
| |
c. |
Documents to show
beneficiaries' relationship with deceased (e.g marriage
certificate, birth certificate, etc) |
|
|
| |
| |
d. |
Identity cards/ birth
certificates of beneficiaries |
|
|
| |
| |
e. |
Identity card of
applicant (Applicant must be 21 years old and above) |
|
|
| |
| |
f. |
Front page of
beneficiaries' bank account passport or bank account
statement indicating the account number |
|
|
| |
| |
g. |
Any other declaration or
testimonial from the proper authority establishing the legal
heir of deceased (applicable to foreigners) |
|
|
| |
|
|
| |
Return to top |
|
| |
| |
| |
If the deceased
was a Non-Muslim, the Public Trustee will distribute
the deceased's CPF monies in accordance with the
Intestate Succession Act (Cap. 146). Section 7 provides
for the following rules of distribution:
| Next of Kin (Beneficiary) |
Share Entitled To: |
Spouse*
No Issue*
No parents |
Whole share
to surviving spouse. |
Spouse*
Issue* |
1/2
share to surviving spouse.
1/2 share to be shared equally among surviving
issue. Parents are not entitled. |
Spouse*
Parents
No Issue* |
1/2 share
to surviving spouse.
1/2 share to be shared equally among surviving
parents. |
Parents
No Spouse* |
Whole
share to be shared equally among surviving
parents. |
Brothers
& Sisters and their Children
No Spouse*
No Issue*
No Parents |
Whole share
to be shared equally among deceased's brothers
& sisters and, where they have already died,
their children. |
Grandparents
No Spouse*
No Issue*
No Parents
No Brothers & Sisters and Their Children |
Whole
share to be shared equally among surviving
grandparents. |
Uncles
& Aunts
No Spouse*
No Issue*
No Parents
No Brothers & Sisters and Their Children
No Grandparents |
Whole share
to be shared equally among surviving uncles
and aunts. |
* Spouse means husband or wife
* Issue means a child (legitimate or legally
adopted) and the descendents of a deceased's child
The monies will be paid out within 1 month after receiving the completed
Application Form and all required documents.
If the beneficiary of the deceased's unnominated
CPF monies is under the age of 21 years, the Public
Trustee will hold the minor's share in trust until
he attains the age of 21 years, whereupon the monies will
be released to him.
|
|
|
| |
|
|
|
|
| |
Return to top |
|
| |
| |
| |
| 2% |
For the first $1,000 of the CPF Monies |
|
1.250% |
For the next $9,000 |
|
0.625% |
For the next $240,000 |
|
0.375% |
For the next $250,000 |
|
0.250% |
For the next $500,000 |
|
|
|
| |
|
|
|
|
| |
Return to top |
|
| |
| Version
No: 1.4 |
Last Updated:27/09/2005 |
|
|
|