What is an Estate Claim?
The process of transferring the ASNB investments of a deceased unit holder to the rightful beneficiaries.
Registered Nominee / Trust Instruction exists
The process is typically simpler, and benefits will be distributed to the nominee(s) according to the records and relevant terms.
No Nominee / No trust documents
Claims require valid legal authorization documents (e.g., Grant of Probate, Letters of Administration, Small Estate Distribution Order, or Syariah Court Order/Faraid Certificate for Muslim cases).
Estate Claims
Moveable assets not exceeding RM600,000 - Letter of Instruction/Statutory Declaration from Amanah Raya Berhad.
Movable and immovable assets not exceeding RM5 million – Small Estate Distribution Order/Letters of Administration from the Department of Director General of Lands and Mines (JKPTG).
Movable and immovable assets more than RM5 million - Letters of Administration/Grant of Probate/Order from the Civil High Court
Assets under Hibah - Shariah High Court
Letters of Administration from the Sabah Native Court/Sarawak District Office
Estate Distribution Order/Order from Syariah Subordinate/High Court Sabah/Sarawak
Letters of Administration/Grant of Probate from the Civil High Court
All estate claims must be submitted via ASNB branches for verification of deceased and beneficiary information.
Total accumulated investment of RM10,000 and below without Letter of Administration will be processed at ASNB branches.
Total accumulated investment of more than RM10,000 will be processed at ASNB Headquarter.
Husband or wife or
Mother or father or
Biological child or
Siblings or
Grandfather or grandmother or
The executor / administrator as stated in the Grant of Probate/Letters of Administration/Order
Application Procedures and Documents Required
Total accumulated investment of RM10,000 and below
Investment Unit Claim Form (T1 Form)
Photocopy of Death Certificate
Photocopy of Identity Card of the administrator/beneficiary/recipient
Investment book or certificate of the deceased (if any)
Any one of the following documents:
Marriage Certificate or Extract of Marriage Certificate
Birth Certificate
Pension Card
Faraid Certificate
Any official document proving relationship from:
Department of Orang Asli Development
National Registration Department
Islamic Affairs Office
Sabah Native Court/Sarawak District Office
Total Accumulated Investment Exceeding RM10,000
Investment Unit Claim Form (T1 Form)
Photocopy of Death Certificate
Photocopy of Identity Card of the administrator/beneficiary/recipient
Investment book or certificate of the deceased (if any)
Any one of the following documents:
Letters of Administration/Grant of Probate from the Civil High Court
Letter of Instruction/Statutory Declaration from Amanah Raya Berhad
Small Estate Distribution Order/Letters of Administration from the Department of Director General of Land and Mines (JKPTG)
Letters of Administration from the Sabah Native Court/Sarawak District Office
Estate Distribution Order/Order from Syariah Subordinate/High Court Sabah/Sarawak
Order from the Shariah High Court declaring the deceased's assets as "Hibah"
Order of the High Court of Malaya/Sabah/ Sarawak
Order of the High Court of Malaya/Sabah/Sarawak under the Mental Health Act 2001
All photocopies of documents must be certified as true copies of the original by:
The ASNB officer/ASNB agent's officer/village head/head of the Human Resources Dept/Government officials from the management and professional group together with the official stamp, name, signature, date and designation
Letters of Administration/Grant of Probate/Order and List of Assets from the Civil High Court must be certified by the Registrar of the Court who issued the order
T1 Form Section C: Statutory Declaration
Please fill in the space provided by stating the difference in the information (if any) between the ASNB system and documents submitted
Needs to be signed together with official stamp by the Sessions Court Judge, Magistrate, Commissioner for Oaths or Notary Public
T1 Form Section D: Letter of Guarantee and Indemnity
Please fill in the personal information column of the administrator/beneficiary/recipient making the claim. This information must be the same as the information on T1 Form: Section B1 and Section C.
The administrator/beneficiary/recipient has to sign and thumbprint it with his left-hand thumb stamp in on the required field
Please attach a Stamp Certificate worth RM10.
This Stamp Certificate can be executed online at https://stamps.hasil.gov.my/stamps/ or at any ASNB Branch.
In case of online purchase, the information in the Stamp Certificate should be completed as follows:
| NO | ITEM | INFORMATION |
|---|---|---|
| 1 | Type of Instrument | Guarantee & Indemnity |
| 2 | First Party / Vendor / Transferor / Assignor | Amanah Saham Nasional Berhad (197901003200) / (47457-V) |
| 3 | Second Party / Purchaser / Transferee / Assignee | Name & IC No of administrator/beneficiary/recipient as in T1 Form : Section B1 |
| 4 | Consideration | RM0.00 |
| 5 | Property / Instrument Description | N/A |
| 6 | Amount of Stamp Duty | RM10.00 |
Application can be made at ASNB Main Counter Kuala Lumpur and ASNB branches only
The administrator/beneficiary/recipient can visit any ASNB branch for more information on estate claims
The administrator/beneficiary/recipient must fill in and complete the Investment Unit Claim Form (T1 Form)
Section A - Needs to fill in with details of the deceased
Section B1 - The administrator/beneficiary/recipient needs to fill in his details (if the application has more than one administrator/beneficiary/recipient please fill in Section B2)
Section C - Statutory Declaration (Filled by the same administrator/beneficiary/recipient in Section B1)
Complete the space provided should there be any difference in the information between the documents and ASNB systems
The "Di hadapan Saya" column must be signed together with official stamp by the Sessions Court Judge, Magistrate, Commissioner for Oaths or Notary Public.
Section D - Letter of Guarantee and Indemnity (Filled by the same administrator/beneficiary/recipient in Section B1 & Section C)
Please fill in the personal information of the administrator/beneficiary/recipient making the claim
The administrator/beneficiary/recipient has to sign and thumbprint it with his left-hand thumb on the required field
Please attach a Stamp Certificate worth RM10
If the deceased still have a collateral or loan unit, the beneficiary must attend the branch of the Bank Agent/Lending Institution (IPP) involved. Before that, the beneficiary needs to get the relevant loan/collateral information at the ASNB branch through the Loan Certificate Claim Form (BTS) and take it to the branch of the Bank Agent/IPP involved for confirmation. This BTS form should be sent to ASNB together with Form T1.
The completed form together with the original and photocopy documents need to be submitted to any ASNB branch
The documents will be verified by the ASNB branch officer
The beneficiary will be given an Acknowledgement of Receipt of Documents (BS5) as an evidence that the documents have been received.