Forms - BCT Group

BCT Service Pledge

BCT is dedicated to providing quality service.

BCT unveils an updated platform for BCT (MPF) Pro Choice with certain restructuring and changes of investment policies which will take effect on 23 April 2018. During the transition period of restructuring (particularly, after the imposition of relevant cut-off deadlines), our service pledges (as stated below) in relations to certain services with relevant constituent funds will not be applicable. For details of the restructuring, please refer to the "Notice to Participating Employers and Members".

Trustee		Bank Consortium Trust Company Limited
MPF Scheme		BCT (MPF) Industry Choice	BCT (MPF) Pro Choice
Change of investment allocation of existing account balance
Method of the Change	Rebalancing
Method of the Change	Fund switching
By mail	Number of free changes (per calendar year / per scheme year)	Unlimited	Unlimited
	Date of fund price for fund dealing²	Date of receipt of the completed instruction	Date of receipt of the completed instruction
	Required time to complete (after the date of receipt of completed instruction)¹	Within 1 working day	Within 1 working day
By fax	Number of free changes (per calendar year / per scheme year)	Unlimited	Unlimited
	Cut-off time	4:00 p.m.	4:00 p.m.
	Date of fund price for fund dealing ²	Date of receipt of the completed instruction	Date of receipt of the completed instruction
	Required time to complete (after the date of receipt of completed instruction) ³	Within 1 working day	Within 1 working day
Through website	Number of free changes (per calendar year / per scheme year)	Unlimited	Unlimited
	Cut-off time	4:00 p.m.	4:00 p.m.
	Date of fund price for fund dealing ²	Date of receipt of the completed instruction	Date of receipt of the completed instruction
	Required time to complete (after the date of receipt of completed instruction) ³	Within 1 working day	Within 1 working day
Confirmation Statement for Change of Investment Allocation
Footnote
1	From the day following the day of receipt of member's duly completed form by the trustee's administration centre to the working day on which the trustee has completed changing the investment allocation of the existing account balance and allocating the relevant fund units into member's account (exclusive of the day of receipt of the form by the trustee). However, the relevant information may not be updated simultaneously to the trustee's website and IVRS. You may contact the trustee for details. If the form is submitted through other channels provided by the trustee (e.g. bank branch), it may take extra time to pass the form to the administration centre of the trustee.
2	Date of fund price means the date on which the fund price is used for fund dealing after the trustee has received the instruction for rebalancing / fund switching. If the instruction is received by the trustee after the cut-off time on a working day or at any time on a non-working day, it will be deemed to have been received on the next working day.
3	From the day following the day of receipt of member's valid instruction (before the cut-off time on that day) by the trustee's administration centre to the working day on which the trustee has completed changing the investment allocation of the existing account balance and allocating the relevant fund units into member's account (exclusive of the day of receipt of the instruction by the trustee). However, the relevant information may not be updated simultaneously to the trustee's website and IVRS. You may contact the trustee for details. If the instruction is received by the trustee after the cut-off time on a working day or at any time on a non-working day, it will be deemed to have been received on the next working day.
Change of investment mandate of future contributions
By mail	Number of free changes (per calendar year / per scheme year)	Unlimited	Unlimited
By mail	Required time to complete ⁴	Date of receipt of the completed instruction	Date of receipt of the completed instruction
By fax	Number of free changes (per calendar year / per scheme year)	Unlimited	Unlimited
	Cut-off time	4:00 p.m.	4:00 p.m.
	Required time to complete ⁵	Date of receipt of the completed instruction	Date of receipt of the completed instruction
Through website	Number of free changes (per calendar year / per scheme year)	Unlimited	Unlimited
	Cut-off time	4:00 p.m.	4:00 p.m.
	Required time to complete ⁵	Date of receipt of the completed instruction	Date of receipt of the completed instruction
Confirmation Statement for Change of Investment Mandate
Footnote
4	From the day following the day of receipt of member's duly completed form by the trustee's administration centre to the working day on which the trustee has completed updating the investment allocation of future contributions (exclusive of the day of receipt of the form by the trustee). However, the relevant information may not be updated simultaneously to the trustee's website and IVRS. You may contact the trustee for details. If the form is submitted through other channels provided by the trustee (e.g. bank branch), it may take extra time to pass the form to the administration centre of the trustee.
5	From the day following the day of receipt of member's valid instruction (before the cut-off time on that day) by the trustee's administration centre to the working day on which the trustee has completed updating the investment allocation of future contributions (exclusive of the day of receipt of the instruction by the trustee). However, the relevant information may not be updated simultaneously to the trustee's website and IVRS. You may contact the trustee for details. If the instruction is received by the trustee after the cut-off time on a working day or at any time on a non-working day, it will be deemed to have been received on the next working day.
Contribution allocation
Required time to complete (after the date of receipt of required documents)	Employer pays by cheque ⁶	Within 4 working days	Within 4 working days
	Employer pays by Direct Debit Method ⁷	Within 6 working days	Within 6 working days
	Employer pays by Telegraphic / Bank Transfer ⁸	Within 4 working days	Within 4 working days
Footnote
6	From the day following the day of receipt of employer's completed Remittance Statement and cheque by the trustee's administration centre to the working day on which the trustee has used the contributions to subscribe for units in the relevant constituent fund(s) (i.e. the date on which the fund price used for fund subscription is quoted) for the member (exclusive of the day of receipt of the Remittance Statement and cheque by the trustee). If the document is submitted through other channels provided by the trustee (e.g. bank branch), it may take extra time to pass the form to the administration centre of the trustee.
7	From the day following the day of receipt of employer's completed Remittance Statement by the trustee's administration centre to the working day on which the trustee has received the contributions from employer's designated bank account and then used the contributions to subscribe for units in the relevant constituent fund(s) (i.e. the date on which the fund price used for fund subscription is quoted) for the member (exclusive of the day of receipt of the Remittance Statement by the trustee). If the document is submitted through other channels provided by the trustee (e.g. bank branch), it may take extra time to pass the form to the administration centre of the trustee.
8	From the day following the day of receipt of employer's completed Remittance Statement and the contributions by the trustee's administration centre to the working day on which the trustee has used the contributions to subscribe for units in the relevant constituent fund(s) (i.e. the date on which the fund price used for fund subscription is quoted) for the member(exclusive of the day of receipt of the Remittance Statement and the contributions by the trustee). If the document is submitted through other channels provided by the trustee (e.g.bank branch), it may take extra time to pass the form to the administration centre of the trustee.
Transfer of MPF Benefits
Employee Choice Arrangement	As a new trustee, the processing time for serving a copy of election form on the original trustee (after the date of receipt of completed instruction) ⁹	Within 5 working days	Within 5 working days
	As an original trustee, the processing time for redeeming the fund units in member's account ¹⁰	Within 4 working days	Within 4 working days
	As an original trustee, the processing time for transferring MPF benefits out to new scheme after redemption of fund units ¹¹	Within 6 working days	Within 6 working days
	As a new trustee, the processing time for transferring MPF benefits in from original scheme ¹²	Within 2 working days	Within 2 working days
Transfer arrangement for self-employed person, personal account holder or employee ceasing employment	As a new trustee, the processing time for serving a copy of election form on the original trustee (after the date of receipt of completed instruction) ⁹	Within 5 working days	Within 5 working days
	As an original trustee, the processing time for redeeming the fund units in member's account ¹⁰	Within 7 working days	Within 7 working days
	As an original trustee, the processing time for transferring MPF benefits out to new scheme after redemption of fund units ¹¹	Within 6 working days	Within 6 working days
	As a new trustee, the processing time for transferring MPF benefits in from original scheme ¹²	Within 2 working days	Within 2 working days
Footnote
9	From the day following the day of receipt of member's duly completed election form by the new trustee's administration centre to the working day on which the new trustee has served a copy of the election form on the original trustee (exclusive of the day of receipt of the form by the new trustee). If the form is submitted through other channels provided by the trustee (e.g. bank branch), it may take extra time to pass the form to the administration centre of the trustee.
10	From the day following the day on which the original trustee receives a copy of the duly completed election form and all required supporting documents from the new trustee to the working day on which the original trustee has redeemed the fund units in the member's account (exclusive of the day of receipt of the copy of the form and the supporting documents by the original trustee).
11	From the day following the day on which the original trustee has redeemed the fund units in the member's account to the working day on which the original trustee has transferred the accrued benefits out to the new trustee (exclusive of the day of redemption of fund units by the trustee).
12	From the day following the day on which the new trustee receives the accrued benefits from the original trustee to the working day on which the new trustee has used the transferred-in benefits to subscribe for units in the relevant constituent fund(s) (i.e. the date on which the fund price used for fund subscription is quoted) for the member (exclusive of the day of receipt of the accrued benefits by the new trustee).
Withdrawal of MPF benefits
In a lump sum	The processing time for redeeming the fund units in member's account (after the date of receipt of completed instruction) ¹³	Within 7 working days	Within 7 working days
In a lump sum	The processing time for paying the accrued benefits out by trustee after redemption of fund units ¹⁴	Within 6 working days	Within 6 working days
By instalments (applicable to claims of benefits on the grounds of attaining the retirement age of 65 and early retirement only)	Number of free withdrawals by instalments offered (per account in a calendar year)	Unlimited	Unlimited
	Fees charged for exceeding the number of free withdrawals by instalments offered (per withdrawal)	Nil	Nil
	The processing time for redeeming the fund units in member's account ¹⁵	Within 7 working days	Within 7 working days
	The processing time for paying the accrued benefits out by trustee after redemption of fund units ¹⁴	Within 6 working days	Within 6 working days
Footnote
13	From the day following the day of receipt of claimant's duly completed claim form and all required supporting documents by the trustee's administration centre to the working day on which the trustee has redeemed the fund units in the member's account (exclusive of the day of receipt of the form and the required supporting documents by the trustee). To facilitate members' comparison, the processing time provided in this field assumes that the claim for payment is made on the ground of attaining the retirement age of 65, early retirement, total incapacity, terminal illness, death, or small balance. The trustee may need more time to process claims under other circumstances. If the form is submitted through other channels provided by the trustee (e.g. bank branch), it may take extra time to pass the form to the administration centre of the trustee.
14	From the day following the day on which the trustee has redeemed the fund units in the member's account to the working day on which the trustee has paid the accrued benefits to the claimant (exclusive of the day of redemption of fund units by the trustee).
15	From the day following the day of receipt of claimant's duly completed claim form and all required supporting documents by the trustee's administration centre to the working day on which the trustee has redeemed the fund units in the member's account (exclusive of the day of receipt of the form and the required supporting documents by the trustee), unless otherwise agreed between the trustee and the claimant. If the form is submitted through other channels provided by the trustee (e.g. bank branch), it may take extra time to pass the form to the administration centre of the trustee.

Forms	Reference	Sample	Download
Member Enrollment Form (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]	AP (REE) - MT
Member Enrollment Form (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice]	AP (REE) - IS
Application Form - Casual Employee (and CRS Self-Certification)	AP (CEE)
Industry Classification Form [To be completed with "Application Form - Casual Employee" if necessary]	IC-I (ALL)

Forms	Reference	Sample	Download
Application Form – Tax Deductible Voluntary Contribution (TVC) (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]	AP (TVC) – MT
Application Form – Tax Deductible Voluntary Contribution (TVC) (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice]	AP (TVC) – IS
Application Form – Special Voluntary Contribution (SVC) (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]	AP (SVC) – MT
Application Form – Special Voluntary Contribution (SVC) (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice]	AP (SVC) - IS
Change of Direct Debit Instruction Notification Form – Special Voluntary Contribution (SVC) / Tax Deductible Voluntary Contribution (TVC)	DDA-IU (SVC/TVC)
Tax Deductible Voluntary Contribution (TVC) Payment Note	PN (TVC)
Special Voluntary Contribution Payment Note	PN (SVC)
Scheme member's request for transfer of Tax Deductible Voluntary Contributions (TVC) (F.IV.3)

Forms	Reference	Download
Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form [Master Trust Scheme - BCT (MPF) Pro Choice]	FS (MEM) - MT
Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form [Industry Scheme - BCT (MPF) Industry Choice]	FS (MEM) - IS
Information Update Form (For Scheme Member)	IU (MEM)
Change of Voluntary Contributions Form (For Scheme Member)	IU (MEM) - VC
MPF Account Balance SMS Service Registration Reply Slip (For Scheme Member)	SMS (MEM)
CRS Self-Certification– Individual

Forms	Reference	Download
PIN Re-generation Request Form (For Scheme Member)	PIN (MEM)
Re-issuance of Cheque / Account Document Request Form	FEE (ALL)

Forms	Reference	Sample	Download
Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death (For Scheme Member)	ABD(MEM)-W(O)
Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Attaining the Retirement Age of 65 or Early Retirement (For Scheme Member)	ABD (MEM)-W(R)
Request for Fund Transfer Form (For self-employed person, personal account holder or employee ceasing employment) and Statement of Authentication	RFT (MEM)
Employee Choice Arrangement ("ECA") - Transfer Election Form and Statement of Authentication	MPF(S)-P(P)
Request for Withdrawal Form (For “Special Voluntary Contribution”) [Master Trust Scheme - BCT (MPF) Pro Choice]	FR (SVC) - MT
Request for Withdrawal Form (For “Special Voluntary Contribution”) [Industry Scheme - BCT (MPF) Industry Choice]	FR (SVC) - IS
Withdrawal of Your Accrued Benefits – Relating Forms
Scheme Member's Request for Account Consolidation Form (For Consolidating Multiple Personal Accounts into One Account)
BCT (Pro) Age 65 Plus Fund Withdrawal Instruction Form (For Personal Account member / Special Voluntary Contributions account member / Tax Deductible Voluntary Contributions account member (applicable to claiming accrued benefits upon reaching the ag	RWI (PA/SVC/TVC)

Forms	Reference	Sample	Download
Member Enrolment Form (and CRS Self-Certification) [For the use of Employees of the Government of HKSAR only]	AP (REE)-HKSAR
Authorised Signature Specimen Form （For the use of the Government of HKSAR (ER) only)	AS (ER)-HKSAR
Employer's Request for Fund Transfer Form	MPF(S) - P(E)
Notice of Joining CSPF Scheme	CSPF(ER)-HKSAR
The Government of the HKSAR Pay Centre Setup Form (Bureau / Department) (Applicable for MPF Scheme or CSPF Scheme)	PCSF-HKSAR

Forms	Reference	Download
New / Change of Direct Debit Authorisation Form (Employer / Self-employed Person)	DDA-NEW/IU (ER / SEP)
Relevant Income Update / Resumption of Self-employment Form (For Self-employed Person)	RIU (SEP)

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