Are you up to date with the most current market information? Below you can read latest outlook reports to make sure that you are making wise investment decisions.
Please select scheme
Employee Enrollment
| 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) |
|
Making Tax Deductible Voluntary Contribution / Special Voluntary Contribution
| 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) |
|
Changing Your Investment Instruction and Personal Information
| 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 |
|
Requesting for PIN and Statements
| Forms | Reference | Download |
|---|---|---|
| PIN Re-generation Request Form (For Scheme Member) | PIN (MEM) |
|
| Re-issuance of Cheque / Account Document Request Form | FEE (ALL) |
|
Transferral or Withdrawal of Accrued Benefits
| 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) |
|
BCT Premier Pooled ORSO Retirement Plan
| Forms | Reference | Download |
|---|---|---|
| Employee Change of Investment Instruction for Future Contributions / Fund Switching for Existing Balance Form | FS (REE)-ORSO (For employee's contributions) |
|
| FS (ER&REE)-ORSO (For employer's and employee's contributions) |
|
|
| Information Update Form - Employee | IU (REE)-ORSO |
|
| ORSO Account Balance SMS Service Registration Reply Slip - Employee | SMS (REE)-ORSO |
|
| Minimum MPF Benefits Transfer Form | MMB (REE)-ORSO |
|
| PIN Re-generation Request Form | PIN (ALL)-ORSO |
|
| Deferred Withdrawal Member Account Partial Withdrawal Form | PW (NP)-ORSO |
|
| Deferred Withdrawal of Benefits Application Form | DR (REE)-ORSO |
|
| BCT ORSO Guaranteed Fund Withdrawal Instruction Form (For Deferred Withdrawal Member Account (applicable to claiming accrued benefits upon reaching the age of 65)) | RWI (NP)–ORSO |
|
| CRS Self-Certification– Individual |
|
Applicable to The Government of HKSAR
| Forms | Reference | Sample | Download |
|---|---|---|---|
| Member Enrollment Form (and CRS Self-Certification) [For the use of Employees of the Government of HKSAR only] | AP (REE)-HKSAR |
|
|
| Request for Fund Transfer Form (For the use of Employees of the Government of HKSAR only) and Statement of Authentication | RFT (MEM) |
|
|
| Scheme Member's Request for Account Consolidation Form (For Consolidating Multiple Personal Accounts into One Account) |
|
|
|
| CRS Self-Certification– Individual |
|
Plan Set Up for Employer
| Forms | Reference | Sample | Download |
|---|---|---|---|
| Application Form - Employer (and CRS Self-Certification) ("Participation Agreement – Employer" attached) [Master Trust Scheme - BCT (MPF) Pro Choice] | AP (ER) |
|
|
| Application Form- Employer (and CRS Self-Certification) ("Participation Agreement – Employer" and Supplementary for Casual Employee "Contribution Day" Arrangement attached) [Industry Scheme - BCT (MPF) Industry Choice] | AP (ER) |
|
|
| Industry Classification Codes [Industry Scheme - BCT (MPF) Industry Choice] |
|
||
| Industry Classification Form [Industry Scheme - BCT (MPF) Industry Choice] | IC-I (ALL) |
|
Employee Enrollment
| 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) |
|
|
| Employee Enrollment Notice | EEN(ER) |
|
Contributions Related
| Forms | Reference | Download |
|---|---|---|
| Remittance Statement | RS-M (REE) [For BCT (MPF) Pro Choice only] |
|
| RS-I (CEE) [For BCT (MPF) Industry Choice - Casual Employee only] |
|
|
| RS-I (REE) [For BCT (MPF) Industry Choice - Regular Employee only] |
|
|
| Employer Contribution Form (ONLY Applicable to employer who makes contributions for casual employee on the next working day following the pay-day) | EC-I (ER) |
|
| New / Change of Direct Debit Authorisation Form (Employer / Self-employed Person) | DDA-NEW/IU (ER/SEP) |
|
| Employee Termination Notice | ETN (ER) |
|
| E-alert Service on MPF Contribution - Enrollment / Cancellation / Information Update Reply Slip | EA(ER) |
|
Changing Information for Employers
| Forms | Reference | Download |
|---|---|---|
| Information Update Form (For Participating Employer) | IU (ER) |
|
| Authorised Signature Specimen Form | AS (ER) |
|
| Employer Voluntary Contribution Set-Up / Change Form | VC (ER) |
|
Requesting for PIN and Statements
| Forms | Reference | Download |
|---|---|---|
| PIN Re-generation Request Form (For Participating Employer) | PIN (ER) |
|
| Re-issuance of Cheque / Account Document Request Form | FEE (ALL) |
|
Transferral or Withdrawal of Accrued Benefits
| Forms | Reference | Sample | Download |
|---|---|---|---|
| Request for Fund Transfer Form (For Participating Employer) | ABD (ER) |
|
|
| Participation Plan Termination Request Form (For Participating Employer) | TERM (ER) |
|
|
| Transfer of Accrued Benefit Upon Intra-group Transfer / Change of Business Ownership | TPT |
|
BCT Premier Pooled ORSO Retirement Plan
| Forms | Reference | Download |
|---|---|---|
| Authorised Signatory Specimen Form | AS (ER)-ORSO |
|
| Employee Salary Change Summary | ESC (ER)-ORSO |
|
| Employee Termination Notice | ETN (ER)-ORSO |
|
| Employer Change of Investment Instruction for Future Contributions / Fund Switching for Existing Balance Form | FS (ER)-ORSO |
|
| Information Update Form (For Participating Employer) | IU (ER)-ORSO |
|
| Member Enrolment Form and Self-Certification Form (Individual) for CRS | AP (REE)-ORSO |
|
| ORSO Asset Transfer Form | ST (ER)-ORSO |
|
| Past Service / Special Contribution Form | SC (ER)-ORSO |
|
| PIN Re-generation Request Form | PIN (ALL)-ORSO |
|
| Deferred Withdrawal of Benefits Application Form | DR (REE)-ORSO |
|
Applicable to The Government of HKSAR
| 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 |
|
Self-employed Person Enrollment
| Forms | Reference | Sample | Download |
|---|---|---|---|
| Application Form - Self-employed Person (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice] | AP (SEP) - MT |
|
|
| Application Form - Self-employed Person (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice] | AP (SEP) - IS |
|
|
| Industry Classification Form [Industry Scheme - BCT (MPF) Industry Choice] | IC-I (ALL) |
|
Contribution Related
| 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) |
|
Changing Your Investment Instruction and Personal Information
| 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 |
|
Requesting for PIN and Statements
| Forms | Reference | Download |
|---|---|---|
| PIN Re-generation Request Form (For Scheme Member) | PIN (MEM) |
|
| Re-issuance of Cheque / Account Document Request Form | FEE (ALL) |
|
Transferral or Withdrawal of Accrued Benefits
| 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) |
|
|
| Voluntary Contribution Partial Withdrawal Form (For Personal Account Member / Self-employed Person) - [Master Trust Scheme - BCT (MPF) Pro Choice] | PW (PM)-MT |
|
|
| Voluntary Contribution Partial Withdrawal Form (For Personal Account Member / Self-employed Person) - [Industry Scheme - BCT (MPF) Industry Choice] | PW (PM)-IS |
|
|
| Cessation of Self-employment / Participating Plan Termination Request Form (For Self-employed Person) | TERM(SEP) |
|
|
| 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) |
|
Personal Account Member Enrollment
| Forms | Reference | Sample | Download |
|---|---|---|---|
| Application Form - Personal Account Member (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice] | AP (PM) - MT |
|
|
| Application Form - Personal Account Member (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice] | AP (PM) - IS |
|
|
| Industry Classification Form | IC-I (ALL) |
|
Making Tax Deductible Voluntary Contribution / Special Voluntary Contribution
| 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) [Industry Scheme - BCT (MPF) Industry Choice]Application Form – Tax Deductible Voluntary Contribution (TVC) (and CRS Self-Certification) | 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) |
|
Changing Your Investment Instruction and Personal Information
| 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 |
|
Requesting for PIN and Statements
| Forms | Reference | Download |
|---|---|---|
| PIN Re-generation Request Form (For Scheme Member) | PIN (MEM) |
|
| Re-issuance of Cheque / Account Document Request Form | FEE (ALL) |
|
Transferral or Withdrawal of Accrued Benefits
| 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 |
|
|
| Voluntary Contribution Partial Withdrawal Form (For Personal Account Member / Self-employed Person) - [Master Trust Scheme - BCT (MPF) Pro Choice] | PW (PM)-MT |
|
|
| Voluntary Contribution Partial Withdrawal Form (For Personal Account Member / Self-employed Person) - [Industry Scheme - BCT (MPF) Industry Choice] | PW (PM)-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) |
|