A wide range of financial instruments are available for your investments. These include stocks, unit trusts, fixed deposits, annuities, fund management accounts and life insurance policies (single premium and recurrent single premium products only).

However, direct property investments, life insurance policies greater than 3 times the single premium, critical illness, health and long-term care products are not allowed.

Click to find out more about OCBC’s fixed deposits, insurance and unit trusts eligible for investment under the SRS scheme.

Contributions must be made by 31 December of each year in order to be eligible for tax deduction in the same year.

Contributions can be made by:

Cash

Cheque

Write a cheque payable to yourself and drop it into a Quick Cheque Deposit box at any OCBC branch

Indicate on the back of the cheque:

• Your name
• NRIC or FIN number
• SRS account number
• Contact number

Cheques received before 3.30pm on a working day, the funds will be credited to SRS account around 4.00pm on the following working day if the cheque is good for payment.

Via online / mobile banking

1. Go to https://www.ocbc.com/login   
2. Under "Investment & trading", click on "Retirement portfolio", then select"SRS contribution".

SRS contribution cannot be done via other banks' internet banking.

Standing instruction is currently not available.

Visit an OCBC branch.

Complete and sign the

• Account Transfer form
• SRS Account Application form
• Declaration form

The branch will submit these documents for the processing of the transfer.

You may approach any of our branches to complete the Account Closure form or mail us at: 

SRS Operations
31 Tampines Avenue 4
#03-00
OCBC Tampines Centre Two
Singapore 529680