Change of Investment Choice Form By Member
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Purpose/Tips
Designed to allow member- Employee/ Self- Employed Person/ Personal Account Member to change his/her investment directions on future contribution and/or transfer his/her fund accumulations.
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S600  |
S800 |
Smart |
Simple |
Employee Choice Arrangement ("ECA") - Transfer Election Form
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Purpose/Tips
Designed to allow members to transfer accrued benefits from contribution account in an original scheme to an account in a new scheme nominated by the employee during employment.
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S600  |
S800 |
Smart |
Simple |
Fund Transfer Form
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Purpose/Tips
Designed to allow the terminated member or a new joined member to provide the trustee with the instructions on how to process his/her accrued benefits in former MPF scheme. A member can preserve all the accrued benefits with Principal, or preserve all the accrued benefits with the new employer, or transfer out all the accrued benefits to an individual personal account of other registered trustees.
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S600  |
S800 |
Smart |
Simple |
Change of Member / SEP Personal Particular Form
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Purpose/Tips
To report personal information changes of member- Employee/ Self-Employed Person/ Personal Account Member.
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S600  |
S800 |
Smart |
Simple |
Change of Signature Specimen Form
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Purpose/Tips
To report signature specimen changes of member- Employee/ Self-Employed Person/ Personal Account Member.
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S600 |
S800 |
Smart |
Simple |
Principal e-Communication Service Registration/Cancellation Form
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Purpose/Tips
Designed for member to register/cancel e- Communication service.
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S600 |
S800 |
Smart |
Simple |
Personal Account Member Application Form
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Purpose/Tips
For application to set up a Principal MPF Personal Account.
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S600  |
S800 |
Smart |
Simple |
Account Information Disclosure Authorization Form
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Purpose/Tips
For members to authorize Principal Trust Company (Asia) Limited to disclose and transfer personal / account information to MPF Intermediary.
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S600  |
S800 |
Smart |
Simple |
Voluntary Contribution Withdrawal Form
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Purpose/Tips
For personal account members / self-employed person to withdraw the contribution under Voluntary Contribution Account.
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S600  |
S800 |
Smart |
Simple |
Request for Telegraphic Transfer
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Purpose/Tips
To effect the benefit payment under MPF Scheme by means of telegraphic transfer or bank draft.
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S600  |
S800 |
Smart |
Simple |
MPFA Form - Scheme Member's Request for Account Consolidation Form, Form MPF(S)-P(C)
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Purpose/Tips
This form is for members to consolidate multiple personal accounts into one account.
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S600  |
S800 |
Smart |
Simple |
MPFA Form - Employee Choice Arrangement ("ECA") - Transfer Election Form, Form MPF(S)-P(P)
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Purpose/Tips
This form is for members to transfer accrued benefits from contribution account in an original scheme to an account in a new scheme nominated by the employee during employment.
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S600  |
S800 |
Smart |
Simple |
MPFA Form - Scheme Member's Request for Fund Transfer Form, Form MPF(S)-P(M)
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Purpose/Tips
Transfer of accrued benefits from another MPF scheme to Principal MPF scheme, or vice versa. Also applicable for employees who wish to transfer their accrued benefits to an individual personal account.
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S600  |
S800 |
Smart |
Simple |
MPFA Form - Claim form for payment of accrued benefits on ground of Permanent Departure from Hong Kong/ Incapacity/Terminal Illness/Small balance/Death,
Form MPF(S)-W(O)
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Purpose/Tips
For claim of accrued benefits on ground of Permanent Departure from Hong Kong/Total Incapacity/Terminal Illness/Small Balance/Death.
The claim form should be submitted with supporting documents as well as statutory declaration (if any).
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S600  |
S800 |
Smart |
Simple |
MPFA Form - Claim form for payment of accrued benefits on ground of Attaining the Retirement Age of 65 or Early Retirement, Form MPF(S)-W(R)
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Purpose/Tips
For claim of accrued benefits on ground of Attaining the Retirement Age of 65 or Early Retirement.
The claim form should be submitted with supporting documents as well as statutory declaration (if any).
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S600  |
S800 |
Smart |
Simple |
MPFA Form - Statutory declaration for claims for payment of accrued benefits on grounds of early retirement,
Form MPF(S)-W(SD1)
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Purpose/Tips
Served as supporting document for claiming accrued benefits due to early retirement.
To be submitted with Claim form for payment of accrued benefits MPF(S)-W(R).
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S600  |
S800 |
Smart |
Simple |
MPFA Form - Statutory declaration for claims for payment of accrued benefits on grounds of permanent departure from Hong Kong, Form MPF(S)-W(SD2)
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Purpose/Tips
Served as supporting document for claiming accrued benefits due to permanent departure from Hong Kong.
To be submitted with Claim form for payment of accrued benefits MPF(S)-W(O).
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S600  |
S800 |
Smart |
Simple |
MPFA Form - Statutory declaration for claims for payment of accrued benefits from small balance accounts,
Form MPF(S)-W(SD3)
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Purpose/Tips
Served as supporting document for claiming accrued benefits due to small balance accounts.
To be submitted with Claim form for payment of accrued benefits MPF(S)-W(O).
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S600  |
S800 |
Smart |
Simple |
MPFA Form - Statutory declaration made by the committee of the estate of a member for claims for payment of accrued benefits, Form MPF(S)-W(SD4)
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Purpose/Tips
Served as supporting document if claim is made by a committee of the estate on behalf of member.
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S600  |
S800 |
Smart |
Simple |
MPFA Form - Certificate of a Person's Permanent Unfitness For a Particular Kind of Work, Form MPF(S)-W(M)
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Purpose/Tips
Served as supporting document for claiming accrued benefits due to total incapacity.
To be submitted with Claim form for payment of accrued benefits MPF(S)-W(O).
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S600  |
S800 |
Smart |
Simple |
MPFA Form - Certificate of a person having a terminal Illness, Form MPF(S)-W(T)
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Purpose/Tips
Served as supporting document for claiming accrued benefits due to terminal illness.
To be submitted with Claim form for payment of accrued benefits MPF(S)-W(O).
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S600  |
S800 |
Smart |
Simple |