QUOTE(vin_ann @ Sep 21 2015, 10:14 AM)
hi,
anyone can share procedures on the EPF withdrawal to invest in UT with PB Mutual fund???
Documents required:
A. IC photocopy (do not strike on it)
B. KWSP 9N Form (you will need to thumbprint on it right & left thumbs)
C. EPF Investment Application Form
You can get both B & C from the Unit Trust Management Company.
Make sure you have the latest Account 1 balance amount (ONLY ACCOUNT 1) and compute the correct amount (does not exceed the limit allowed).
For first time investors with the UTMC, you may have additional forms to fill first prior to submitting the above. E.g. for PM:
D. New Investor Form
E. Suitability Assessment Form
F. IC photocopy (do not strike on it)
You can get D & E from the UTMC Customer Service counter (For PM, there is a counter also at 1-Utama if you happen to go shopping there).
I suggest you get an agent who can do all that for you, usually you only need to give your IC and EPF statement, sign & thumbprint they do the rest for you. After all, whether with agent or not, you will still pay 3% charge. The agent can give "free" advice some more. PM only if you want more info la