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Nominate a beneficiary for a trust nomination

Make a trust nomination to transfer all policy ownership rights to a beneficiary.

DOWNLOAD FORM 1 – ELIGIBILITY AND SUBMISSION REQUIREMENTS

We have made it easier for you to complete the nomination form - you may complete the PDF form directly on your device (e.g. computer) before printing it out for signing by yourself and your two witnesses. Completing it digitally ensures mandatory fields are not omitted that may delay your nomination process.


Instructions

Under Section 49L of the Insurance Act, a Policyowner can make a trust nomination at the time of buying a policy or at any time after the policy is issued. When the nomination is completed, the Policyowner will lose all rights to the ownership of the policy and all proceeds from the policy, including living benefits and death benefits, will belong to the named nominees. 

Only Policyowners who are 18 years old and above may make a trust nomination. 

To make a nomination, please complete the Trust Nomination Form and mail it back to us with the necessary document(s) requested.

What you need to provide

1. Form 1 – Eligibility and Submission Requirements 
2. Copy of Policyowner’s NRIC

FAQ

Who will need to sign the nomination form? 
For non-trust policies, the Assignee or Policyowner must sign the form.


 

Revoke a beneficiary from a trust nomination

Apply to revoke the trust nomination for your policy.

DETAILS


 

Appoint or revoke a trustee

Appoint a trustee or revoke the appointment of an existing trustee.

DETAILS


 

Nominate a beneficiary from a revocable nomination

Make a revocable nomination for your policy.

DETAILS


 

Revoke a beneficiary from a revocable nomination

Revoke an existing revocable nomination and make a new nomination.

DETAILS


 

Revocation via a will / assignment

Inform Manulife of the revocation of a revocable nomination via a will / assignment.

DETAILS


 

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