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Forms for Investor Participants

Account Opening Forms Reference No.
Individual Investor Accounts IP-Form 1
Joint Investor Accounts IP-Form 2
Corporate Investor Accounts IP-Form 3
Terms and Conditions for Investor Participants -
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Forms for All Investor Participants Reference No.
Change of Account Information Form IP-Form 4
Request Form For Resetting a Password IP-Form 5
Investor Participant Statement Re-print Request Form IP-Form 6
Reactivate a Suppressed/Delinquent Investor Account Request Form IP-Form 7
Investor Participant Close Account Notice IP-Form 8
e-Certificate / Internet User ID Maintenance Form IP-Form 9
Shareholding Disclosure - Investor Participant Consent Form IP-Form 10
Designated Bank Account Change Form IP-Form 11
Setting Up of USD Designated Bank Account Form IP-Form 12
Change of USD Designated Bank Account Form IP-Form 13
Setting Up of RMB Designated Bank Account Form IP-Form 14
Change of RMB Designated Bank Account Form IP-Form 15
Individual Investor Participant Change of Authorised Signatory Form IP-Form 17
Individual Investor Participant Account Name Change Form
IP-Form 18
Hybrid / Virtual / Webcast Meeting Login Details Request Form   IP-Form 39  
FINI ISI Settlement Fee Concession Form (Criteria)    IP-Form 40    
Dividend/Bonus Claim Letter   CCASS-Form 44
Application for Withdrawal Fee Concession (Scenario 1)
- Sample Application Letters
  CCASS-Form 31
Application for Withdrawal Fee Concession (Scenario 2)
- Sample Application Letters
  CCASS-Form 32
Application for Scrip Fee Concession - Sample Application Letter from Transferee (Criteria)   CCASS-Form 33 
Application for Scrip Fee Concession - Sample Application Letter from Transferor (Criteria)   CCASS-Form 34 
Application for Requisition    CCASS-Form 105  
Forms for Individual and Joint Investor Participants Only Reference No.
Investor Participant Self-Certification Form IP-Form 19
Request from Administrator(s) / Executor(s) for Release of Stocks and Cash Balance Form IP-Form 20
Request from Administrator(s) / Executor(s) for Closure of Account without Stock Balance Form IP-Form 21
Request from Surviving Joint Holder(s) for Release of Stocks and Cash Balance Form IP-Form 22
Forms for Corporate Investor Participants Only Reference No.
Corporate Investor Participant Self-Certification Form IP-Form 23
ISI (With Affirmation) Counterparty List Input Request Form IP-Form 24
User Profile List IP-Form 25
Corporate Investor Participant Change of Authorised Signatories Form IP-Form 26
Corporate Investor Participant Account Name Change Form IP-Form 27
Form W-8BEN-E, Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) -
Instructions for Form W-8BEN-E (For reference) -
Forms for Instruction Input at Customer Service Centre Reference No.
ISI Input/Affirmation Request Form IP-Form 28
Subscription Instruction Input Request Form IP-Form 29
Dividend Election Instruction Input Request Form IP-Form 30
Corporate Voting Instruction Input Request Form IP-Form 31
Withdrawal Order Input Request Form IP-Form 32
EFN, Government Bonds, Specified Instruments and/or CMU Instruments Tender Instruction Input Request Form IP-Form 35
ISI (Without Affirmation) Counterparty List Input Request Form IP-Form 36
Standing Instruction Input Request Form IP-Form 37
Multi-counter Transfer Instruction Input Request Form IP-Form 38

Updated 23 Sep 2024