Help And Support

Investments - General

  • Sell investments

    When you sell your investment, the sales proceeds will be credited into your CPF Investment Account (CPFIA). We will automatically transfer the balance in your CPFIA to your CPF Ordinary Account if the account has been inactive for two consecutive months.

    You may initiate a refund to take place earlier, by instructing OCBC Bank to effect the refund through the following facilities:

    • Any OCBC Bank Branch
    • OCBC Bank ATMs
    • OCBC Phone Banking at 1800 363 3333 (Service is only available to existing OCBC Phone Banking users)
    • OCBC Online Banking (Service is only available to existing OCBC Online Banking users)

  • Close my CPF Investment Account

    You can visit any of our branches to complete the Account Closure form or write in to:

    CPF Investment Unit
    31 Tampines Avenue 4
    OCBC Tampines Centre Two
    Singapore 529680

    You are required to liquidate all your CPF investment holdings before closing the investment account. Any cash balance in the CPF Investment Account will then be refunded to your CPF Ordinary Account.

    When you initiate a S15 withdrawal, you need to make a request either via CPF website or a prescribed form to CPF Board to confirm that you have sufficient balance for CPF Minimum Sum scheme.

    Any cash balance will be refunded to you, after deducting CDP share transfer charges (if applicable).

    Cash balance will be refunded to you in the form of a cashier's order or credited into an existing OCBC account if you have sent a written request.

  • Transfer cash balance in CPF Investment Account to CPF Ordinary Account

    You can request via the following channels:  

    • ATM
    • After keying PIN > More Services > CPF Services > Transfers > Enter
      amount and Confirm

    • OCBC Internet Banking
    • After login > Investments & Insurance > Retirement portfolio > Refund to
      CPF Board > Enter amount and Submit

    • Phone Banking
    • Complete the CPFIA Instruction Form 

    Fax it to 6826 9887 / 67845070 / 6784 9787

    Or mail it to:

    Oversea-Chinese Banking Corporation Limited
    31 Tampines Avenue 4
    #03-00 OCBC Tampines Centre Two
    Singapore 529680

    Attn: CPF Investment Unit

    The bank will automatically transfer the cash balance from your CPF Investment Account to your CPF Ordinary Account if you have not had any transactions for 2 consecutive months. Funds will be transferred at the end of 2 months.

  • Minimum balance in CPF Investment Account

    No minimum balance.

  • Transfer CPF Investment Account from other banks to OCBC

    Visit an OCBC branch.

    Complete and sign the

    • Account Transfer form
    • CPF Investment Account-Ordinary Account Application form
    • Standing Instruction form

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

    During the course of the transfer, you are advised not to perform any transactions.

    Upon completion of the transfer, a welcome letter will be sent to you with the new CPF Investment Account number.

  • IPO Application

    Apply for IPO using both cash and CPF

    You can do so at an ATM.

    Unsuccessful IPO application

    Unused CPF funds will be refunded to your CPF Investment Account, which are then transferred to your CPF Ordinary Account at the end of the month.