EPF Nominee Designation Form

Secure Your EPF Savings with Proper Nominee Designation

The Employees Provident Fund (EPF) is one of Malaysia's most important retirement savings vehicles, and ensuring your hard-earned savings reach the right beneficiaries is crucial. This EPF Nominee Designation Form makes it simple for members to register or update their nominee details, specify distribution proportions, and ensure their loved ones are properly protected.

Whether you're a new EPF member setting up your account for the first time, or an existing member updating your nominees after a major life event—marriage, the birth of a child, or other family changes—this form streamlines the entire process while ensuring compliance with EPF regulations and Malaysian law.

Built for Malaysian HR teams and EPF members

This template is designed for Human Resources departments, payroll administrators, and benefits managers who need to collect accurate nominee information from employees, as well as individual EPF members managing their own accounts. The form captures all essential details including MyKad numbers, beneficiary relationships, contact information, and precise distribution percentages—with built-in calculations to ensure proportions add up correctly.

Paperform makes this administrative process significantly easier. Instead of managing paper forms, manual data entry, and filing cabinets full of documents, you can digitise the entire workflow. Submissions flow directly into your HR system or database, conditional logic ensures only relevant questions appear, and automated calculations prevent common errors like proportions not totaling 100%.

Automate your EPF administration with Stepper

Once nominee forms are submitted, there's often a chain of administrative tasks: verifying MyKad details, updating internal HR records, notifying payroll systems, filing documentation, and potentially submitting updates to EPF directly. With Stepper, Paperform's AI-native workflow automation tool, you can automate these follow-up actions without writing code.

Set up workflows that automatically route submissions for verification, update your HRIS, send confirmation emails to employees, log changes in compliance tracking systems, and create tasks for your HR team when manual review is needed. This keeps your EPF administration accurate, auditable, and efficient—especially important for organisations managing hundreds or thousands of employees.

Professional, compliant, and built for Malaysian businesses

This template follows EPF guidelines and Malaysian regulatory requirements, making it suitable for businesses of all sizes—from SMEs to large corporations—as well as HR consultancies, payroll service providers, and benefits administrators. With Paperform's SOC 2 Type II compliance and secure data handling, you can trust that sensitive personal information like MyKad numbers and family details are protected throughout the process.