How to Use:
1. Key in the amount you have in your EPF’s Account 1. You can obtain this information from any KWSP offices or you can obtain an i-Akaun to monitor your own EPF account.
2. Input your age, and then press the ‘Show Me How Much I Can Invest’ button.
Example 1:
Rudy is 33 years old. Based on the latest EPF statement, the total savings in Account 1 is RM70, 000. According to the above schedule of Basic Savings, his Basic Savings required in Account 1 is RM24, 000. This means he is qualified to withdraw the minimum of RM1, 000 and RM9, 200 from his EPF savings to be invested in unit trusts.
Calculation = (RM70, 000 - RM24, 000) * 20% = RM9, 200
Example 2:
Azdman aged 29 years. Based on the latest EPF statement, the total savings in Account 1 is RM18, 000. According to the above schedule of Basic Savings, his Basic Savings required in Account 1 is RM16, 000. This means he is not qualified to withdraw the minimum of RM1, 000 is not enough from EPF savings to be invested in unit trusts.
Calculation = (RM18, 000 - RM16, 000) * 20% = RM40
Rudy is 33 years old. Based on the latest EPF statement, the total savings in Account 1 is RM70, 000. According to the above schedule of Basic Savings, his Basic Savings required in Account 1 is RM24, 000. This means he is qualified to withdraw the minimum of RM1, 000 and RM9, 200 from his EPF savings to be invested in unit trusts.
Calculation = (RM70, 000 - RM24, 000) * 20% = RM9, 200
Example 2:
Azdman aged 29 years. Based on the latest EPF statement, the total savings in Account 1 is RM18, 000. According to the above schedule of Basic Savings, his Basic Savings required in Account 1 is RM16, 000. This means he is not qualified to withdraw the minimum of RM1, 000 is not enough from EPF savings to be invested in unit trusts.
Calculation = (RM18, 000 - RM16, 000) * 20% = RM40
Next Step???
>> Just call Mr. Rudy 019-232 5287 for appointment.
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