Appoint or revoke trustee
A trustee is responsible for holding and managing policy benefits on behalf of the beneficiaries named under a trust nomination. You may appoint an additional trustee or revoke an existing trustee, provided that at least one trustee remains in place after the change.
Before you begin
Please ensure that:
- There is an existing trust nomination under your policy.
- At least one trustee will remain after the trustee is removed.
How to submit your form
- Download and complete the Appointment, or revocation of appointment, of trustee of policy moneys form.
- Print the form and obtain signatures from the policy owner, all trustee(s), and two witnesses (signatories). Ensure all signatures are provided in wet blue ink.
- Mail the completed original hardcopy form to us via the following address:
Manulife Client Service Centre
8 Cross Street
#15-01 Manulife Tower
Singapore 048424
To request a Business Reply Envelope for your submission, click here.
Frequently Asked Questions
What is the difference between a policy trustee and nomination?
Nomination determines who receives the policy benefits, while trustee appointment determines who manages those benefits on behalf of the beneficiaries under a trust nomination.
Can I remove all trustee in my policy?
No, at least one Trustee must be retained in the policy.
How do I appoint a trustee if I currently do not have one?
The policy should have at least one Trustee at the time of nomination.
Who will need to sign the form?
The policy owner, all trustee(s), and two witnesses (signatories) are required to sign the form. Ensure all signatures are provided in wet blue ink.
Who is eligible to act as a witness (signatory)?
- All witnesses must be at least 21 years old.
- A witness must not be the named beneficiary/nominee or the spouse of a beneficiary/nominee.
What is the estimated processing time for the request?
- Requests received before 3pm will be processed in 3 business days.
- Requests received after 3pm will be treated as received on the next business day.
If your request requires additional review or special handling, processing may take longer. We will contact you if further information or supporting documents are required and keep you updated on the status of your request.
