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Please complete this section and tick 'Yes' or 'No' respectively.
YES | NO | ||
1. |
Are you a U.S. citizen or resident ? (U.S. Passport/green card holder, U.S. taxpayer, etc.) |
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2. | Is U.S. your place of birth ? | ||
3. | Do you hold a current U.S. residence address / mailing address and U.S. post office box ? | ||
4. | Do you have a current U.S. telephone number ? | ||
5. |
Standing instructions to pay amounts from Phillip Mutual account to an account maintained in the U.S. ? |
Please select the applicable U.S. Person Declaration.
I am a U.S. person / U.S. Legal Entity(s) Please provide Form W-9 | |
I am a Non-U.S. person with no U.S. Indicia | |
I am a Non-U.S. person / Non-U.S. Legal Entity(s) with one or more U.S.Indicia. Please provide Form W-8BEN/provide Form W-8BEN-E. |
Please select the applicable tax residency declaration.
Kindly upload the necessary document(s) here. For a smooth account opening process, kindly ensure that those documents are virtually clear.(Valid attachment format : JPEG, DOC, DOCX, PDF, TIF, GIF, JPG)
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For verification purposes, kindly make a verification transfer of as low as MYR1.00 from your bank account.
Successful fund transfer will be invested in our money market fund of your choice.
*Transfer from third party bank account may risk your application from being rejected.