With every new job comes a new MPF provider. If you've had several employers over the years, you're probably holding a number of MPF accounts, which can be confusing and inconvenient. The BEA (MPF) Personal Account helps you grow and manage your wealth effectively by enabling you to consolidate accrued MPF benefits under one account.
Schemes to Choose
We offer BEA (MPF) Master Trust Scheme, BEA (MPF) Value Scheme (another master trust scheme) and BEA (MPF) Industry Scheme to meet your retirement needs. All schemes offer a variety of investment choices:
Open a BEA (MPF) Personal Account now and take a positive step towards ensuring that your previous contributions are working with you to reach your retirement goals. To transfer your funds preserved in other MPF schemes to an BEA MPF Personal Account, please complete Member - Election Form for Accrued Benefits (Form MPF(S) - P(M)). If you are not an BEA MPF Personal Account holder, please also complete the Member - Participation Agreement (Personal Account):
| BEA (MPF) Master Trust Scheme | BEA (MPF) Value Scheme | BEA (MPF) Industry Scheme |
Enrolment |
Member - Participation Agreement (Personal Account) |
TR86 (Fillable Format) |
TR179
(Fillable Format) |
TR87 (Fillable Format) |
> For online enrolment |
BEA MPF Online Enrolment Platform |
For further information, please call the BEA (MPF) Hotline on (852) 2211 1777 (Operated by Bank of East Asia (Trustees) Limited).
MPF Scheme Brochure
Key Scheme Information Document
Commonly Used Forms:
|
 |
Form Name | Form Number |
BEA (MPF) Master Trust Scheme | BEA (MPF)Value Scheme | BEA (MPF)Industry Scheme |
Self-Certification |
Self-Certification Form - Individual Account Holder |
TR220 (Fillable Format) |
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 (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 consolidating multiple personal accounts into one account:
Scheme Member's Request For Account Consolidation Form (Form MPF(S) - P(C)) |
Form from the MPFA |
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 |