Self-Employed

 

Forms

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Application Forms

Manulife Global Select (MPF) Scheme (Self-Employed Person) Application Package

Form Name Download Notes

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

Read our Offering Document before you enrol.

A complete enrolment package consists of these items. To enrol a self-employed person account, please download ALL documents.

Application for Participation in Manulife Global Select (MPF) Scheme (Self-Employed Person)

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 Self-employed Scheme Particulars

For you to report change of your self-employed scheme information.

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, please select scheme to download this form.

Direct Debit Authorization

For you to set up a direct debit authorization for contribution.

Transfer/Claim 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

Claim Form for Payment of Accrued Benefits

For you to claim the MPF benefits.

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 Total Incapacity

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 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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