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After the Launch of DIS

Members

Think and act

Be alert of notice from BCT
What does DIS mean to you?
What to do if you receive "DIS Re-investment Notice"
Understand the potential impact on investment
Access information via channels of BCT
Use new version of "Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form"

Employers / HR

Ready to help

Answer enquiries
Use new version of "Member Enrolment Form"
Give BCT's channels for staff to get support (e.g. hotline, website, etc.)
Work with BCT for market update and support

How BCT can help

Communication is key

Send "DIS Re-investment Notice" to relevant members
Re-invest in the DIS if no opt-out indication
Send confirmation of change to relevant members
On-going investor education & member communication

Before the Launch of DIS

Members

Care about your retirement
Manage your MPF account

Review your MPF investment regularly. If you have not provided any investment instruction before, please contact BCT as soon as possible.
Update personal details with us if there is any change, to ensure you can receive important DIS information.
Read the notice(s) we send to you

Employers / HR

Be resourceful

Understand the DIS & know the timeline
Arrange member briefings for staff
Remind staff to give specific investment instruction
Use updated forms & materials
Update your intranet, staff handbook, etc.

How BCT can help

Provide timely information & assistance

Readiness of products, forms, relevant documents
Communicate with employers and members in advance
Send "DIS Pre-implementation Notice" and "Important Note" to all members
Provide employer & member briefings
Customer service hotline and website

How to get prepared

There are different roles to play by different stakeholders: members, employers / HR practitioners, service providers and government / regulator.
While the government / regulator will be highly involved in the publicity, education, supervision and monitoring throughout the process, the other three parties can do their part to better prepare for the DIS.

Before launch

After launch

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)