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Manulife Global Select (MPF) Scheme Employee Application Kit

Please read our Offering Document 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.

  • Offering 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 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.


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’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 existing employee & terminated employee


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 Offering Document before you enrol.

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

  • Offering 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 Offering Document 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.

  • Offering 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”)

Change of Self-employed Scheme Particulars

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


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.


Group Life & Health Insurance Plan - Group Employee Enrolment Sheet

For ManuPlan (EasySurance Plan) / Policy with 10 employees or above


Group Life & Health Insurance Plan - Employee Enrolment Form

For group with less than 10 employees


Letter of Intent for Life Conversion

Applicable for policy offered with Life Insurance Conversion Privilege


Request to Exercise Medical Insurance Conversion Privilege

Applicable for policy offered with Medical Insurance Conversion Privilege


Group Medical - Hospitalization & Surgical Claim Form

For both hospitalization and outpatient surgical claim

Try our new eClaims Service
Applicable for single hospitalization receipts not exceeding HKD3,000

**for selected group medical policies only

Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.

Make a claim in 3 simple steps!

How are we doing?

Your experience is important to us and to help us improve, we have partnered with Nielsen, a 3rd party research agency. After your claim has been processed, you may receive a short survey from Nielsen. We hope you will take a minute to share your thoughts.

For more information, please call 2108 1388. Thank you.

If you have opted out of Marketing Communications, you will not be contacted.


Group Medical Claim Form

For outpatient and dental claims

Try our new eClaims Service
Applicable for single receipts not exceeding HKD1,200

**for selected group medical policies only

Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.

Make a claim in 3 simple steps!

How are we doing?

Your experience is important to us and to help us improve, we have partnered with Nielsen, a 3rd party research agency. After your claim has been processed, you may receive a short survey from Nielsen. We hope you will take a minute to share your thoughts.

For more information, please call 2108 1388. Thank you.

If you have opted out of Marketing Communications, you will not be contacted.


Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)

The Form is intended to be completed by a non-U.S. entity which is certifying it is the non-U.S. beneficial owner of a payment of income for current withholding tax purposes

Please click here for the quick reference guide.


Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)

For foreign persons to certify their non-U.S. status (Individuals)

Please click here for the quick reference guide.


Request for Taxpayer Identification Number and Certification

The form is intended to be completed by US entity, or US citizen or resident.

Please click here for the quick reference guide.


The VHIS Office recently discovered a translation error in the Chinese version of the Schedule of Surgical Procedures of the Certified Plan Policy Template. In the fracture/dislocation section of the Surgical Schedule, “clavicle” on the 8th and 12th items was mistranslated as “scapula” and “scapula” on the 13th item was mistranslated as “clavicle”. Manulife has reviewed and revised the relevant product information of Manulife’s VHIS certified plans upon the VHIS Office’s request, and has revised the Chinese version of the certified plans’ policy provisions accordingly. The English version of the policy provisions is not affected. For any enquiries, please contact Manulife’s service hotline at 2108 1188.

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The VHIS Office recently discovered a translation error in the Chinese version of the Schedule of Surgical Procedures of the Certified Plan Policy Template. In the fracture/dislocation section of the Surgical Schedule, “clavicle” on the 8th and 12th items was mistranslated as “scapula” and “scapula” on the 13th item was mistranslated as “clavicle”. Manulife has reviewed and revised the relevant product information of Manulife’s VHIS certified plans upon the VHIS Office’s request, and has revised the Chinese version of the certified plans’ policy provisions accordingly. The English version of the policy provisions is not affected. For any enquiries, please contact Manulife’s service hotline at 2108 1188.

View more
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