Forms

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Documents

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Salary Deduction Form (General) Salary Deduction Form (General)

Date added: 01/25/2011
Date modified: 01/25/2011
Filesize: 20.21 kB
Downloads: 68

This salary deduction form serves as an official request to your employer, asking that they reduce your take home salary, the difference going to your BPM Financial account, for the period specified. This for can be use for the following accounts:

  • Nest Egg,
  • Savings Christmas Club,
  • BP Account or
  • US$ Maximizer

Nest Egg Application Form Nest Egg Application Form

Date added: 03/21/2012
Date modified: 03/21/2012
Filesize: 1.4 MB
Downloads: 16
  • This account is a Long Term Savings Account (LSA) and will be exempt from withholding tax as long as the following conditions are adhered to:-
    • Each deposit or investment is held for a period of five (5) years without withdrawal from the principal sum.
    • The total contributions in any calendar year cannot exceed One Million Dollars ($1,000,000.00). This includes deposit(s) or investment(s) in any other tax-free Long Term Savings Account(s) held in any financial institution in Jamaica.
    • In the first nine (9) months no withdrawal of interest is allowed, thereafter not more than 75% of the interest earned in any calendar year can be withdrawn.
    • The deposits or investments cannot be assigned or used as collateral.
  • The tax free conditions are set by law and may vary over time.
  • Funds are invested in securities issued or guaranteed by the Government or Bank of Jamaica.
  • Interest is compounded.
Homepage: http://www.bpmfinancial.com/products/nest-egg-account

Form D - Promissory Note & Salary Deduction Authorization Form D - Promissory Note & Salary Deduction Authorization

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Date added: 03/02/2011
Date modified: 03/03/2011
Filesize: 287.28 kB
Downloads: 153

Form C - Guarantee Agreement Form C - Guarantee Agreement

Date added: 01/25/2011
Date modified: 03/03/2011
Filesize: 212.81 kB
Downloads: 60
Filled out by the guarantor of a BPM Payroll Flexi Loan. This document is an agreement that in the event the Borrower does not repay the said loan, any outstanding amount, plus any collextion fees incurred, will be payed by the Guarantor.

Form B - Declaration Form B - Declaration

Date added: 03/02/2011
Date modified: 03/03/2011
Filesize: 125.35 kB
Downloads: 51
This document captures the signatures of the loan applicant and his/her guarantor.

Form A - Payroll Flexi Loan Request Form A - Payroll Flexi Loan Request

Date added: 03/02/2011
Date modified: 03/03/2011
Filesize: 210.65 kB
Downloads: 60

BPM PersonalPension Application Form BPM PersonalPension Application Form

Date added: 03/21/2012
Date modified: 03/21/2012
Filesize: 168.59 kB
Downloads: 19
  • Tax-free benefits accrue to you on contributions made to your PersonalPension Account. Contributions to your PersonalPension are deducted before tax is applied to your income.
  • Contribute up to 20% of your income to your PersonalPension. Increase your tax deductibles by contributing the maximum.
  • Earn returns on your PersonalPension Account absolutely tax-free. All the investment gains earned by your PersonalPension Account are guaranteed tax-free.
Homepage: http://www.bpmfinancial.com/personal-pension