Product Information

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.

• Why choose BEA?

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:

• Master Trust Scheme
• Value Scheme
• Industry Scheme

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):

For further information, please call the BEA (MPF) Hotline on (852) 2211 1777 (Operated by Bank of East Asia (Trustees) Limited).

MPF Scheme Brochure

• BEA (MPF) Master Trust Scheme
• BEA (MPF) Value Scheme
• BEA (MPF) Industry Scheme

Key Scheme Information Document

• BEA (MPF) Master Trust Scheme
• BEA (MPF) Value Scheme
• BEA (MPF) Industry Scheme

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 The BEA Greater China Tracker Fund will be terminated with effect from 15th June, 2023. The cut-off deadline of the corresponding constituent fund for all instructions in paper form (which includes email and fax) is 4 p.m. on 8th June, 2023.	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