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Forms and Publications

 

Manulife MPF Forms

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Forms

Manulife Global Select (MPF) Scheme Employee Application Kit

Please read our MPF Scheme Brochure and Key Scheme Information Document (KSID) before you enrol.

A complete employee enrolment package consists of these items. To enrol an employee into your sub-scheme, download and provide your employees with ALL items.

  • MPF Scheme Brochure
  • Key Scheme Information Document
  • Manulife Global Select (MPF) Scheme Employee Enrolment Form
  • Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
  • On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
Employer’s Request for Fund Transfer Form

For employer to transfer the accrued benefits of the employees to another MPF scheme; OR for new employer to transfer the accrued benefits of the employees of another employer to the new employer’s scheme.

Transfer Of Accrued Benefits Upon Intra-Group Transfer/Change Of Business Ownership Form

For Employee Member is transferring the accumulations under his/her member account of the Existing Employer's MPF Scheme to the New Employer's MPF scheme as a result of transfer of employment between associated companies or change of business ownership.

Set up/Change of Voluntary Contribution

For you to add or change voluntary contribution provision.

Employer Services Form for MPF Contribution Calculation and Remittance Method Selection
Employer’s Authorized Specimen Signature Form

For you to update specimen signature

Change of Employer Particulars

For you to change employer information e.g. change of address.

Change of Payment Method/Autopay Bank Account

For you to change payment method or change of autopay account number.

Change of Payroll Period/Payroll Frequency

For you to change payroll period or change payroll frequency.

 

Notice of Employee Termination
Notice of Termination for Multiple Employees
Remittance Statement for New Employee

For you to report first contribution of new employee after 60 days of employment.

Remittance Statement for New Employee (Only For Sub-Schemes with Voluntary Contribution Arrangement)
Remittance Statement

For existing employee & terminated employee

Remittance Statement (Only For Sub-Schemes with Voluntary Contribution Arrangement)
Direct Debit Authorization

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

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

Please read our MPF Scheme Brochure and Key Scheme Information Document (KSID) before you enrol.

A complete application package consists of these items. To enroll a self-employed account with Manulife, please download ALL items

  • MPF Scheme Brochure
  • Key Scheme Information Document
  • Illustrative example for Manulife 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 (Self-Employed Person)
  • Direct Debit Authorization
Manulife Global Select (MPF) Scheme (Tax Deductible Voluntary Contributions) Application Package

Please read our MPF Scheme Brochure and Key Scheme Information Document (KSID) before you enrol.

A complete application package consists of these items. To open a Tax Deductible Voluntary Contributions Account with Manulife, please download ALL items.

  • MPF Scheme Brochure
  • Key Scheme Information Document
  • Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
  • On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
  • Disclosure of Necessary Information to the Client
  • Application for Participation in Manulife Global Select (MPF) Scheme (Tax Deductible Voluntary Contributions)
  • Direct Debit Authorization
  • Scheme Member's Request for Transfer of Tax Deductible Voluntary Contributions (“TVC”)
  • Tax Deductible Voluntary Contributions promotion leaflet shortcut
Change of self-employed Person MPF Account Payment Particulars

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

Tax Deductible Voluntary Contributions Instructions
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.

Direct Debit Authorization

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

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.

Please note that if you wish to transfer your accrued benefits from another scheme to Manulife, the transferred-in monies will be invested according to the “Contribution Investment Instruction” (“Instruction”) of your MPF account with Manulife. In case you have not given the Instruction for your MPF account, in particular if it is a Personal Account set up automatically to preserve your accrued benefits due to cessation of employment, the Instruction would have been defaulted as the “Default Investment Strategy”. If you are not sure about the Instruction of your MPF account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

Scheme Member’s Request for Account Consolidation Form


For consolidating multiple personal accounts into one account.

Please note that if you wish to transfer your accrued benefits from another scheme to Manulife, the transferred-in monies will be invested according to the “Contribution Investment Instruction” (“Instruction”) of your MPF account with Manulife. In case you have not given the Instruction for your MPF account, in particular if it is a Personal Account set up automatically to preserve your accrued benefits due to cessation of employment, the Instruction would have been defaulted as the “Default Investment Strategy”. If you are not sure about the Instruction of your MPF account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

Scheme Member's Request for Transfer of Tax Deductible Voluntary Contributions (“TVC”)

For TVC account holder to transfer benefits from a TVC account in an original scheme to a TVC account in another new scheme

Please note that if you wish to transfer your TVC benefits from another scheme to Manulife, the transferred-in monies will be invested according to the "Contribution Investment Instruction" ("Instruction") of your TVC account with Manulife. In case you have not given the Instruction for your TVC account, the Instruction would have been defaulted as the "Default Investment Strategy". If you are not sure about of your TVC account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

Payment of Accrued Benefits to Scheme Members
Manulife Global Select (MPF) Scheme Voluntary Contribution Withdrawal Form (For Self-employed Person/ Personal Account Member)

Other Publications




























Monthly Summary

MPF



Hot offer - Personal Account

To manage your retirement investments more efficiently, you may consolidate your MPF accrued benefits from multiple to a single personal account. With Manulife Personal Account you may enjoy special privileged rates on our management fees by way of bonus unit rebate (terms and conditions apply)

Learn more

Online platform for personal account application/consolidation

Warning: Investment involves risks. Please refer to the MPF Scheme Brochure and Key Scheme Information Document (KSID) for details including risk factors, fees and charges of the scheme.


Check Personal Account records on MPFA website

Online registration

Forms download


Manulife MPF Overview

Offers you a wide range of constituent funds for an investment portfolio that can be tailored to individual needs and risk appetites, backed by all-round MPF services. You can select from a comprehensive MPF platform offering 29 different constituent funds, ranging from equity funds (international, regional, single-market and sector), bond funds (international, regional and single-market), mixed assets funds (lifestyle and target date), guaranteed funds to money market fund. Besides, the Default Investment Strategy (“DIS”) is also one of the available investment choices for you as required by the legislative requirement.

Learn more

 

Warning: Investment involves risks. Please refer to the MPF Scheme Brochure and Key Scheme Information Document (KSID) for details including risk factors, fees and charges of the scheme.

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