Note: The relevant information is available in English and Traditional Chinese versions only.
- Employer
- Employee / Personal Account Holder / Self-employed Person
- Special Voluntary Contribution Account Holder
(The Acrobat plug-in is required to view the above content)
Employer
| Form Name | Form Number | ||
|---|---|---|---|
| BEA (MPF) Master Trust Scheme | BEA (MPF)Value Scheme | BEA (MPF)Industry Scheme | |
| Set up of New Scheme | |||
| Employer - Participation Agreement | TR25 | TR169 | TR43 |
| Enrolment or Termination of Employee | |||
| Member - Membership Application Form | TR27 (e-Form) > Form Guide |
TR180 (e-Form) > Form Guide |
TR40 (e-Form) > Form Guide |
| Member - Membership Application Form (Casual Employee) | N/A | N/A | TR39 (e-Form) > Form Guide |
| Employer - Notice of Termination | TR201 > More about long service payment / severance payment offsetting arrangement |
||
| Contribution | |||
| Employer - Remittance Statement | TR100 | TR170 | TR101 |
| Employer - Remittance Statement / Contribution Form (Non-Daily-Rated Casual Employee) | N/A | N/A | TR64 |
| Employer - Remittance Statement / Contribution Form (Daily-Rated Casual Employee) | N/A | N/A | TR199 |
| Contribution Surcharge Objection Form | Form from the MPFA | ||
| Change of Information | |||
| Employer - Supplement of Employer Voluntary Contribution | TR29 | ||
| Employer - Change of Details | TR96 | ||
| Transfer of Scheme or Accrued Benefits | |||
| Employer - Request for Fund Transfer Form (Form MPF(S)-P(E)) | TR116 | ||
| Member - Transfer of Accrued Benefits Upon Intra-group Transfer / Change of Business Ownership | TR117 | ||
| Request for Copy or Re-issurance of Documents | |||
| Employer - Copying Services Request Form | TR113 | ||
Employee / Personal Account Holders / Self-employed Person
| Form Name | Form Number | ||
|---|---|---|---|
| BEA (MPF)Master Trust Scheme | BEA (MPF)Value Scheme | BEA (MPF)Industry Scheme | |
| Enrolment | |||
| Member - Membership Application Form | TR27 (e-Form) > Form Guide |
TR180 (e-Form) > Form Guide |
TR40 (e-Form) > Form Guide |
| Member - Membership Application Form (Casual Employee) | N/A | N/A | TR39 (e-Form) > Form Guide |
| Member - Participation Agreement (Personal Account) |
TR86 |
TR179 |
TR87 |
| Member - Participation Agreement (Self-employed Person) | TR26 | TR175 | TR44 |
| Change of Investments or Other Informations | |||
| Member - Change of Mandate to Invest Contribution / Fund Switching Instruction | TR98 / TR98A |
TR181 / TR182 |
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 | ||
| 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 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 | ||
Special Voluntary Contribution Account Holder
| Form Name | Form Number | |
|---|---|---|
| BEA (MPF)Master Trust Scheme | BEA (MPF)Value Scheme | |
| Enrolment | ||
| Member - Participation Agreement (Special Voluntary Contribution Account "SVC") | TR128 | TR188 |
| Contribution | ||
| Member - Application / Cancel Direct Debit Authorisation For Contributions | TR129 | |
| Member - Irregular Contribution Form | TR133 | |
| Change of Investments or Other Informations | ||
| Member - Change of Mandate to Invest Contribution / Fund Switching Instruction | TR130 | TR190 |
| Member - Change of Details | TR131 | |
| Withdrawal of Contributions or Account Termination | ||
| Member - Withdrawal Form | TR134 | TR194 |
| Member - Termination Notice | TR132 | |
Other Forms
