:: Bank Consortium Trust ::

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Reference

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Part I: MPF Schemes

Plan Set Up for Employer

Application Form - Employer ("Participation Agreement - Employer" attached)

AP (ER)

To apply for participation in the Bank Consortium MPF Plan or the Bank Consortium Industry Plan. Please read the relevant principal brochure before completing this form. The Participation Agreement sets out the covenant between employer and BCT, implying employer to comply with and be bound by the provisions of the Deed and the Participation Agreement. Please sign the Participation Agreement (in duplicate).

Industry Classification Code

A reference for filling in the appropriate "Industry Code" and "Classification Code" in the Application Form - Employer.

Industry Classification Form

IC-I (ALL)

To classify the industry type.

Employee Enrolment

Member Enrolment Form (MPF Plan)

AP (REE) - MT

To enrol in your employees in the MPF Plan your company selected. Employees are required to read the relevant principal brochure before completing this form. (Click here to Download the Sample Form)

Member Enrolment Form (Industry Plan)

AP (REE) - IS

To enrol in your employees in the Industry Plan your company selected. Employees are required to read the relevant principal brochure before completing this form. (Click here to Download the Sample Form)

Contributions Related

Remittance Statement

RS-M (REE) (For Bank Consortium MPF Plan only)

RS-I (CEE) (For Bank Consortium Industry Plan - Casual Employee only)

RS-I (REE) (For Bank Consortium Industry Plan - Regular Employee only)

A ready made pre-printed form for you to summit your Remittance Statement to BCT.

Employer Contribution Form (Applicable to contribution made on pay-day for casual employee)

EC-I (ER)

A ready made pre-printed form for causal employees who currently joined the Bank Consortium Industry Plan to submit the details of employer's contributions.

Direct Debit Authorisation Form - Employer

DDA-NEW (ER)

To set up direct debit authorisation for contribution payments.

Paying your contributions through direct debit saves you time from writing and checking the payee details and the total amount for each payment.

Please note that it may take four to six weeks to process your instruction and the instruction will be effective only after BCT has issued a confirmation letter to you regarding the new direct debit arrangement.

Employee Termination Notice

ETN (ER)

To report termination of an employee's employment. Alternatively, you may update such information on the remittance statement.

Changing Information for Employers

Information Update Form (For Participating Employer)

IU (ER)

To inform BCT of changes in your company name, correspondence address, e-mail address, contact person or contact telephone number, etc.

If you need to change the authorised signer of your company due to staff movement, please fill in the Authorised Signature Specimen Form as well [FORM: AS (ER)].

Change of Direct Debit Instruction Notification Form (Employer / Self-employed Person)

DDA-IU (ER / SEP)

To change the direct debit authorisation for payment of contributions.

Please note that it may take four to six weeks to process your instruction and the instruction will be effective only after BCT has issued a confirmation letter to you regarding the new direct debit arrangement.

Authorised Signature Specimen Form

AS (ER)

To notify BCT of changes (i.e. new, addition or deletion) to authorised company signers and to provide authorised signature specimen. At least one authorised company person is required to give instructions to BCT in relation to all matters concerning the operations of your account.

Employer Voluntary Contribution Set-Up Form

VC (ER)

For the set up of new voluntary conbribution arrangement by the employer.

Requesting for PIN and Statements

PIN Re-generation Request Form

PIN (ALL)

To obtain a new Personal Identification Number (PIN).

Re-issuance of Cheque / Account Document Request Form

FEE (ALL)

To request for re-issuance of a cheque, statement, certificate, Casual Employee Card or a copy of the Trust Deed of the relevant scheme.

Transferral or Withdrawal of Accrued Benefits

Request for Fund Transfer Form (For Participating Employer)

ABD (ER)

To transfer accrued benefits from one MPF scheme to another.

Participation Plan Termination Request Form (For Participating Employer)

TERM (ER)

To request for termination of participation plan.

Part II: ORSO Scheme

BCT Premier Pooled ORSO Retirement Plan

Authorised Signatory Form

AS (ER)-ORSO

Employee Salary Change Summary

ESC (ER)-ORSO

To notify BCT of changes in member's salary for computing regular contributions to the ORSO scheme.

Employee Termination Notice

ETN (ER)-ORSO

To report termination of employment of an employee to BCT.

For any claim of LSP / SP, please submit the original LSP / SP receipt together with the Employee Termination Notice.

Employer Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form

FS (ER)-ORSO

To change the investment choice of all your future contributions / transfer-in asset and / or to change the asset allocation of existing balances currently held in all your accounts of the employer's company.

Information Update Form

IU (ER)-ORSO

To notify BCT of any change to your company / scheme details, including residential and correspondence address, contact details, etc.

Member Enrolment Form

AP (REE)-ORSO

To enrol in the BCT Premier Pooled ORSO Retirement Plan, please read the Explanatory Memorandum before completing this form.

ORSO Asset Transfer Form

ST (ER)-ORSO

To notify BCT of any ORSO transfer-in asset from another scheme.

Past Service / Special Contribution Form

SC (ER)-ORSO

To notify BCT of any past service / special contribution made to the members with contribution details.