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SRS/CPF Portfolio Setup
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For maximum retirement income and tax savings.
Next Steps: Open an account »
 Benefits

• One account for all investment and money management needs

• Easy access - available online 24 hours, 7 days a week

• Greater tax savings

 How To Apply - For Employee/Self-Employed
Opening a CPF Investment/SRS Account with OCBC Bank is an easy 5 step process completing the online application, please remember to send us the following:

• A photocopy of your NRIC (for Singaporeans) or passport (for non-Singaporeans)

And any ONE of the following supporting documents for:

CPF Investment Account:
• CPF Standing Instruction form

SRS Account:
Declaration Form for Supplementary Retirement Scheme (SRS)

 How To Apply - For Self-Employed
Print a copy of the online form and return it to us with the following documents:

• A copy of Singapore NRIC or Passport

• An initial minimum deposit of S$100

• An original copy of your statement of accounts OR

• The Notice of Assessment issued by the Comptroller of Income Tax
 Pre-requisite

• Minimum age - 21 years old and above

• Must have earned income in the previous year

• Passive income such as rental and interest earned do not qualify

 Deposit Insurance Scheme
Singapore dollar deposits held by or for an individual or a charity will be insured in accordance with and for up to the limits specified in the Deposit Insurance Act.

Please refer to the Deposit Insurance Scheme for more details.
 
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