Our step-by-step guide to retrieve HDB, CPF and IRAS documents
Bankers will require you to provide a list of documents for the facilitation of your home loan application. Different situations will call for different documents, here’s a general checklist on how to retrieve common documents.
Checklist:
Simply click any of the links below to find out more on the respective document.
HDB
CPF
IRAS
Guide to HDB Financial Information
Step 1:
Head to hdb.gov.sg and click “ Login to My HDBPage”, login using your SingPass
Step 2:
In the menu on your left, click “My Flat”, followed by “Purchased Flat”
Step 3:
Click “View Housing Loan and Financial Information”
Step 4:
Click “Save As PDF”
Guide to HDB Housing Loan Statement of Account (SOA)
Step 1:
Head to hdb.gov.sg and click “ Login to My HDBPage”, login using your SingPass
Step 2:
In the menu on your left, click “My Flat”, followed by “Purchased Flat”
Step 3:
Click “View Housing Loan and Financial Information”
Step 4:
Click “View Statements of Account for Housing Loan”
Step 5:
Adjust the period to the past 12 months first, then click “Continue”
Step 6:
Save the whole page, if there is no “Save As PDF” button available, use Ctrl + P
Guide to HDB Flat Details
Step 1:
Head to hdb.gov.sg and click “ Login to My HDBPage”, login using your SingPass
Step 2:
In the menu on your left, click “My Flat”, followed by “Purchased Flat”
Step 3:
Click “Check Flat Details”
Step 4:
Scroll to the bottom of the page and click “Save As PDF”
Guide to CPF Contribution History
Step 1:
Head to cpf.gov.sg and click “Login”, login using your SingPass
Step 2:
At the top left, click “my cpf”, followed by “Transaction history”
Step 3:
No need to change the dates.
Click “Filter”
Step 4:
Select both Transaction Types if you are not sure.
Click “Apply”
Step 5:
Scroll back up and click the “PDF” icon at the top right to save this page.
Guide to CPF Home Ownership Dashboard
Step 1:
Head to cpf.gov.sg and click “Login”, login using your SingPass
Step 2:
At the top left, click “my cpf” , followed by “Home ownership”
Step 3:
Ensure correct property is selected, then press Ctrl + P to save all 6 pages as PDF
Guide to CPF Property Withdrawal
Step 1:
Head to cpf.gov.sg and click “Login”, login using your SingPass
Step 2:
At the top left, click “my cpf” , followed by “Home ownership”
Step 3:
Ensure correct property is selected, then click “Principal amount and accrued interest”
Step 4:
Click on the “PDF” icon to save as PDF
Guide to CPF Account Balance
Step 1:
Head to cpf.gov.sg and click “Login”, login using your SingPass
Step 2:
At the top right, click on the “PDF” icon to save as PDF
Guide to IRAS Notice of Assessment
Step 1:
Head to mytax.iras.gov.sg and click “Personal Tax”, login using your SingPass
Step 2:
Click “Inbox”, followed by “Individual”
Step 3:
Scroll down and click on “Notice of Assessment (Individual), ensure that it is the latest Year of Assessment. Save as PDF.
Guide to IRAS Statement of Account
Step 1:
Head to mytax.iras.gov.sg and click “Personal Tax”, login using your SingPass
Step 2:
Click on “Account”, followed by “View Account Summary”
Step 3:
Click “VIEW DETAILS” under Property Tax
Step 4:
Click “DOWNLOAD STATEMENT OF ACCOUNT” and save as PDF.
Guide to IRAS Property Summary
Step 1:
Head to mytax.iras.gov.sg and click “Personal Tax”, login using your SingPass
Step 2:
Click “Property”, followed by “View Property Summary”
Step 3:
Click “SAVE AS PDF/PRINT”
Conclusion:
We hope that the above information proved to be useful, feel free to contact us should you require further assistance.
We will be happy to help.