Employee

 

Forms

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Application Forms

Manulife Global Select (MPF) Scheme (Personal Account) Application Package

Form Name Download Notes

Offering Document (including the First, Second and Third Addenda)

Please read our Offering Document before you enrol.

A complete application package consists of these items. To open a Personal Account with Manulife, please download ALL documents.

An Illustrative Example of Fees and Charges of the MPF Conservative Fund of the Manulife Global Select (MPF) Scheme

On-going Cost Illustrations for Manulife Global Select (MPF) Scheme

Application for Participation in Manulife Global Select (MPF) Scheme (Personal Account)

For setting up a Personal Account under the Scheme.

Scheme Member’s Request for Fund Transfer Form

For self-employed person, personal account holder or employee ceasing employment to make a transfer of accrued benefits.

Scheme Member’s Request for Account Consolidation Form

For consolidating multiple personal accounts into one account

Employee Choice Arrangement (“ECA”) – Transfer Election Form

&

Guide to Transfer Benefits under Employee Choice Arrangement

For employee to transfer accrued benefits from contribution account in an original scheme to an account in a new scheme nominated by the employee during employment.

Please read the “Guide to Transfer Benefits under Employee Choice Arrangement” before you complete the form.

Manulife Global Select (MPF) Scheme (Flexi Retirement Contribution) Application Package

Form Name Download Notes

Offering Document (including the First, Second and Third Addenda)

Read our Offering Document before you enrol.

A complete application package consists of these items. To open a Flexi Retirement Contribution Account with Manulife, please download ALL items.

For set up a separate voluntary contribution account independent from your employer.

Application for Participation in Manulife Global Select (MPF) Scheme (Flexi Retirement Contribution Member)

An Illustrative Example of Fees and Charges of the MPF Conservative Fund of the Manulife Global Select (MPF) Scheme

On-going Cost Illustrations for Manulife Global Select (MPF) Scheme

Administration Forms

Form Name Download Notes

Change of Contact Details Form

Download

For you to change your contact details.

Change of Personal Particulars Form

Download

For you to change your personal particulars.

Customer Consent to Use / Provision of Personal Data in Direct Marketing

Manulife Global Select (MPF) Scheme Contribution Investment Instruction/Fund Switching Instruction

For you to change your investment portfolio.

Flexi Retirement Contribution
Instructions

For you to report or change contribution instructions in Flexi Retirement Contribution.

Transfer/Claim / Withdrawal Forms

Form Name Download Notes

Scheme Member’s Request for Fund Transfer Form

For self-employed person, personal account holder or employee ceasing employment to make a transfer of accrued benefits to another scheme or to retain within the same scheme as a personal account.

Scheme Member’s Request for Account Consolidation Form

For consolidating multiple personal accounts into one account

Employee Choice Arrangement (“ECA”) – Transfer Election Form

&

Guide to Transfer Benefits under Employee Choice Arrangement

 

 

For employee to transfer accrued benefits from contribution account in an original scheme to an account in a new scheme nominated by the employee during employment.

Please read the “Guide to Transfer Benefits under Employee Choice Arrangement” before you complete the form.

Claim Form for Payment of Accrued Benefits

For you to claim the MPF benefits.

Manulife Global Select (MPF) Scheme Request for Withdrawal of Flexi Retirement Contribution

For you to withdraw the Flexi Retirement Contribution.

In processing a claim for payment, claimant is required to produce evidence in accordance with the reason for withdrawal. Claimant may use the following declaration form to make statutory declaration for the evidence of claim.

Declaration Form Download Evidence Document

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Early Retirement

An original copy of a certified true copy of the statutory declaration form on early retirement.

Certificate of a Person’s Permanent Unfitness for a Particular Kind of Work

A medical certificate issued by a registered practitioner.

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Permanent Departure from Hong Kong

An original copy or certified true copy of the statutory declaration on permanent departure.

Statutory Declaration for Claims for Payment of Accrued Benefits for Small Balance Account

An original copy or a certified true copy of the statutory declaration on small balance account.

Statutory Declaration on Cessation of Employment

An original copy or certified true copy of the statutory declaration on cessation of employment.

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Total Incapacity

Statutory Declaration Made by Committee of Estate/Guardian of Member for Claims for Payment of Accrued Benefits on Grounds of Total Incapacity

The relevant Offering Document and ALL the forms are available at our Customer Service Center, or you may obtain copies by calling our Member Hotline at 2108 1388.


 

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