Invest Using EPF

In addition to investing in unit trust by cash or through a regular savings plan, you can also invest using EPF Members’ Investment Scheme. The EPF will process a request to transfer an amount
from a member’s Account 1 to approved unit trusts funds if :-

1. The Account 1 balance is not less than the required basic savings, details of which are enclosed in the table 1 as prescribed by the EPF for respective age of the EPF members. Table 1 - Basic Savings Amount in Account 1 (2019) AGE BASIC SAVINGS QUANTUM AGE BASIC SAVINGS QUANTUM 18 2,000 37 68,000 19 4,000 38 74,000 20 6,000 39 80,000 21 8,000 40 86,000 22 10,000 41 93,000 23 13,000 42 101,000 24 15,000 43 108,000 25 18,000 44 116,000 26 21,000 45 125,000 27 24,000 46 134,000 28 27,000 47 144,000 29 31,000 48 154,000 30 35,000 49 164,000 31 39,000 50 175,000 32 43,000 51 187,000 33 47,000 52 199,000 34 52,000 53 212,000 35 57,000 54 226,000 36 62,000 55 240,000 2. 3. The investor has not reached the age of 55 years old. An account in the approved Unit Trust Scheme has been opened into which the transfer can be processed. 4. No transfer has been made in the previous three (3) months from the EPF Members’ Investment Scheme Transfers under the EPF Scheme is made at an intervals of three (3) months from the date of the last transfer, subject to the availability of the required balance in Account 1. 5. The amount eligible for transfer is not less than RM1,000 6. The amount to be transferred is not more than 30% of the Account 1 balance remaining after deducting the required amount of basic savings prescribed by the EPF (subject to minimum of RM1,000). Source: EPF Website (click for more info) What are the documents required to register? 2 copies of IC (both front and rear of IC on similar page) latest EPF statement