| Form Name |
Form Number |
| BEA (MPF) Industry Scheme |
| Enrolment |
| Member - Membership Application Form |
TR40
(Fillable Format)
> Form Guide |
|
Member - Membership Application Form (Casual Employee)
|
TR39
(Fillable Format)
> Form Guide |
| > For online enrolment |
BEA MPF Online Enrolment Platform |
| Member - Participation Agreement (Personal Account) |
TR87
(Fillable Format) |
| > For online enrolment |
BEA MPF Online Enrolment Platform |
| Member - Participation Agreement (Self-employed Person) |
TR44 |
| Self-Certification Form - Individual Account Holder |
TR220
(Fillable Format) |
| BEA Online (MPF/ORSO) Services Application |
BEA Online (MPF/ORSO) Services Application Form
(Also applicable to BEA (MPF) Value Scheme) |
TR223
(Fillable Format) |
| MPF Account Record Enquiry |
| Casual Employee MPF Account Record Enquiry Form |
TR208
(Fillable Format) |
| Change of Investments or Other Information |
| Member - Change of Mandate to Invest Contribution / Fund Switching Instruction |
TR99 /
TR99A |
| Member - Change of Personal Details |
TR94 |
| Transfer of Accrued Benefits or Account Consolidation |
For employee ceasing employment, personal account holder or self-employed person:
Member - Request for Fund Transfer Form (Form MPF(S) - P(M)) |
TR147
(Fillable Format) |
For an employee to transfer accrued benefits from a contribution account in a scheme under current employment to an account in a scheme elected by the employee during employment:
Employee Choice Arrangement ("ECA") - Transfer Election Form (Form MPF(S) - P(P)) |
TR198 |
| > For online application |
BEA MPF e-Transfer |
For consolidating multiple personal accounts into one account:
Scheme Member's Request For Account Consolidation Form (Form MPF(S) - P(C)) |
Form from the MPFA |
| Additional Voluntary Contributions |
| Member - Addition / Change of Additional Voluntary Contribution |
TR91 |
| Member - Withdrawal of Additional Voluntary Contributions Form |
TR83 |
| Payment of Accrued Benefits |
| Member - Claim Form for Payment of Accrued Benefits on Ground of Attaining the Retirement Age of 65 or Early Retirement |
TR200 |
| Claim Form for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death (Form MPF(S) - W(O)) |
Forms from the MPFA |
| Other Related Forms (e.g. Certificates, Statutory Declarations) |
| Request for Copy or Re-issurance of Documents |
| Member - Copying Services Request Form |
TR114 |
| Other Forms Related to Self-employed Person |
| Member - Declaration / Statement of Account (Self-employed Person) |
TR102 |
| Member - Notice of Cessation / Commencement (Self-employed Person) |
TR106 |
| Member - Apply / Cancel Direct Debit Authorisation For MPF Contributions (Self-employed Person) |
TR108 |
