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

 

MPF Scheme Brochure

Please read our MPF Scheme Brochure before you enrol.

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


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.

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.


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

For employee to transfer accrued benefits from contribution account in an original scheme to an account in a new/existing scheme nominated by the employee during employment.
Please read the “Guide to Transfer Benefits under Employee Choice Arrangement” before you complete the form.

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.


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/existing scheme nominated by the employee during employment.
Please read the “Guide to Transfer Benefits under Employee Choice Arrangement” before you complete the form.


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