We provide a one-stop solution with dedicated representative to help you. Whilst you focus on your business, our team of pension specialists will support you to ensure a seamless transfer.
Simple Steps to Join Our Scheme
Simply complete the related forms and we will take care of the rest. Our representatives will be delighted to discuss your specific needs and work with you to set up a plan with BCT.
Please download the complete BCT (MPF) Pro Choice Information Kits and read our Offering Documents for details of the plans.
BCT (MPF) Pro Choice Information Kit (Self-Employed):
‧ MPF Scheme Brochure : BCT (MPF) Pro Choice
‧ Product Summary
‧ Company Leaflet
‧ Application Form - Self-employed Person (Master Trust Scheme - BCT (MPF) Pro Choice) [AP(SEP)–MT]
‧ Scheme Member’s Request for Account Consolidation Form (For Consolidating Multiple Personal Accounts into One Account) [MPF(S)-P(C)]
‧ Request for Fund Transfer Form (For self-employed person, personal account holder or employee ceasing employment) and Statement of Authentication[RFT(MEM)]
Please select scheme
Employee Enrollment
Forms
Reference
Sample
Download
Member Enrollment Form (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]
AP (REE) - MT
Member Enrollment Form (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice]
AP (REE) - IS
Application Form - Casual Employee (and CRS Self-Certification)
AP (CEE)
Industry Classification Form [To be completed with "Application Form - Casual Employee" if necessary]
IC-I (ALL)
Making Tax Deductible Voluntary Contribution / Special Voluntary Contribution
Forms
Reference
Sample
Download
Application Form – Tax Deductible Voluntary Contribution (TVC) (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]
AP (TVC) – MT
Application Form – Tax Deductible Voluntary Contribution (TVC) (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice]
AP (TVC) – IS
Application Form – Special Voluntary Contribution (SVC) (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]
AP (SVC) – MT
Application Form – Special Voluntary Contribution (SVC) (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice]
AP (SVC) - IS
Change of Direct Debit Instruction Notification Form – Special Voluntary Contribution (SVC) / Tax Deductible Voluntary Contribution (TVC)
PIN Re-generation Request Form (For Scheme Member)
PIN (MEM)
Re-issuance of Cheque / Account Document Request Form
FEE (ALL)
Transferral or Withdrawal of Accrued Benefits
Forms
Reference
Sample
Download
Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death (For Scheme Member)
ABD(MEM)-W(O)
Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Attaining the Retirement Age of 65 or Early Retirement (For Scheme Member)
ABD (MEM)-W(R)
Request for Fund Transfer Form (For self-employed person, personal account holder or employee ceasing employment) and Statement of Authentication
RFT (MEM)
Employee Choice Arrangement ("ECA") - Transfer Election Form and Statement of Authentication
MPF(S)-P(P)
Request for Withdrawal Form (For “Special Voluntary Contribution”) [Master Trust Scheme - BCT (MPF) Pro Choice]
FR (SVC) - MT
Request for Withdrawal Form (For “Special Voluntary Contribution”) [Industry Scheme - BCT (MPF) Industry Choice]
FR (SVC) - IS
Withdrawal of Your Accrued Benefits – Relating Forms
Scheme Member's Request for Account Consolidation Form (For Consolidating Multiple Personal Accounts into One Account)
BCT (Pro) Age 65 Plus Fund Withdrawal Instruction Form (For Personal Account member / Special Voluntary Contributions account member / Tax Deductible Voluntary Contributions account member (applicable to claiming accrued benefits upon reaching the ag
RWI (PA/SVC/TVC)
BCT Premier Pooled ORSO Retirement Plan
Forms
Reference
Download
Employee Change of Investment Instruction for Future Contributions / Fund Switching for Existing Balance Form
FS (REE)-ORSO (For employee's contributions)
FS (ER&REE)-ORSO (For employer's and employee's contributions)
Information Update Form - Employee
IU (REE)-ORSO
ORSO Account Balance SMS Service Registration Reply Slip - Employee
SMS (REE)-ORSO
Minimum MPF Benefits Transfer Form
MMB (REE)-ORSO
PIN Re-generation Request Form
PIN (ALL)-ORSO
Deferred Withdrawal Member Account Partial Withdrawal Form
PW (NP)-ORSO
Deferred Withdrawal of Benefits Application Form
DR (REE)-ORSO
BCT ORSO Guaranteed Fund Withdrawal Instruction Form (For Deferred Withdrawal Member Account (applicable to claiming accrued benefits upon reaching the age of 65))
RWI (NP)–ORSO
CRS Self-Certification– Individual
Applicable to The Government of HKSAR
Forms
Reference
Sample
Download
Member Enrollment Form (and CRS Self-Certification) [For the use of Employees of the Government of HKSAR only]
AP (REE)-HKSAR
Request for Fund Transfer Form (For the use of Employees of the Government of HKSAR only) and Statement of Authentication
RFT (MEM)
Scheme Member's Request for Account Consolidation Form (For Consolidating Multiple Personal Accounts into One Account)
CRS Self-Certification– Individual
Plan Set Up for Employer
Forms
Reference
Sample
Download
Application Form - Employer (and CRS Self-Certification) ("Participation Agreement – Employer" attached) [Master Trust Scheme - BCT (MPF) Pro Choice]
AP (ER)
Application Form- Employer (and CRS Self-Certification) ("Participation Agreement – Employer" and Supplementary for Casual Employee "Contribution Day" Arrangement attached) [Industry Scheme - BCT (MPF) Industry Choice]
AP (ER)
Industry Classification Codes [Industry Scheme - BCT (MPF) Industry Choice]
Industry Classification Form [Industry Scheme - BCT (MPF) Industry Choice]
IC-I (ALL)
Employee Enrollment
Forms
Reference
Sample
Download
Member Enrollment Form (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]
AP (REE) - MT
Member Enrollment Form (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice]
AP (REE) - IS
Application Form - Casual Employee (and CRS Self-Certification)
PIN Re-generation Request Form (For Scheme Member)
PIN (MEM)
Re-issuance of Cheque / Account Document Request Form
FEE (ALL)
Transferral or Withdrawal of Accrued Benefits
Forms
Reference
Sample
Download
Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death (For Scheme Member)
ABD (MEM)-W(O)
Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Attaining the Retirement Age of 65 or Early Retirement (For Scheme Member)
ABD (MEM)-W(R)
Request for Fund Transfer Form (For self-employed person, personal account holder or employee ceasing employment) and Statement of Authentication
RFT (MEM)
Employee Choice Arrangement ("ECA") - Transfer Election Form and Statement of Authentication
MPF(S)-P(P)
Voluntary Contribution Partial Withdrawal Form (For Personal Account Member / Self-employed Person) - [Master Trust Scheme - BCT (MPF) Pro Choice]
PW (PM)-MT
Voluntary Contribution Partial Withdrawal Form (For Personal Account Member / Self-employed Person) - [Industry Scheme - BCT (MPF) Industry Choice]
PW (PM)-IS
Cessation of Self-employment / Participating Plan Termination Request Form (For Self-employed Person)
TERM(SEP)
Withdrawal of Your Accrued Benefits – Relating Forms
Scheme Member's Request for Account Consolidation Form (For Consolidating Multiple Personal Accounts into One Account)
BCT (Pro) Age 65 Plus Fund Withdrawal Instruction Form (For Personal Account member / Special Voluntary Contributions account member / Tax Deductible Voluntary Contributions account member (applicable to claiming accrued benefits upon reaching the ag
RWI (PA/SVC/TVC)
Personal Account Member Enrollment
Forms
Reference
Sample
Download
Application Form - Personal Account Member (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]
AP (PM) - MT
Application Form - Personal Account Member (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice]
AP (PM) - IS
Industry Classification Form
IC-I (ALL)
Making Tax Deductible Voluntary Contribution / Special Voluntary Contribution
Forms
Reference
Sample
Download
Application Form – Tax Deductible Voluntary Contribution (TVC) (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]
AP (TVC) – MT
Application Form – Tax Deductible Voluntary Contribution (TVC) [Industry Scheme - BCT (MPF) Industry Choice]Application Form – Tax Deductible Voluntary Contribution (TVC) (and CRS Self-Certification)
AP (TVC) – IS
Application Form – Special Voluntary Contribution (SVC) (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice]
AP (SVC) – MT
Application Form – Special Voluntary Contribution (SVC) (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice]
AP (SVC) - IS
Change of Direct Debit Instruction Notification Form – Special Voluntary Contribution (SVC) / Tax Deductible Voluntary Contribution (TVC)
PIN Re-generation Request Form (For Scheme Member)
PIN (MEM)
Re-issuance of Cheque / Account Document Request Form
FEE (ALL)
Transferral or Withdrawal of Accrued Benefits
Forms
Reference
Sample
Download
Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death (For Scheme Member)
ABD (MEM)-W(O)
Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Attaining the Retirement Age of 65 or Early Retirement (For Scheme Member)
ABD (MEM)-W(R)
Request for Fund Transfer Form (For self-employed person, personal account holder or employee ceasing employment) and Statement of Authentication
RFT (MEM)
Employee Choice Arrangement ("ECA") - Transfer Election Form and Statement of Authentication
MPF(S)-P(P)
Request for Withdrawal Form (For “Special Voluntary Contribution”) [Master Trust Scheme - BCT (MPF) Pro Choice]
FR (SVC) - MT
Request for Withdrawal Form (For “Special Voluntary Contribution”) [Industry Scheme - BCT (MPF) Industry Choice]
FR (SVC) - IS
Voluntary Contribution Partial Withdrawal Form (For Personal Account Member / Self-employed Person) - [Master Trust Scheme - BCT (MPF) Pro Choice]
PW (PM)-MT
Voluntary Contribution Partial Withdrawal Form (For Personal Account Member / Self-employed Person) - [Industry Scheme - BCT (MPF) Industry Choice]
PW (PM)-IS
Withdrawal of Your Accrued Benefits – Relating Forms
Scheme Member's Request for Account Consolidation Form (For Consolidating Multiple Personal Accounts into One Account)
BCT (Pro) Age 65 Plus Fund Withdrawal Instruction Form (For Personal Account member / Special Voluntary Contributions account member / Tax Deductible Voluntary Contributions account member (applicable to claiming accrued benefits upon reaching the ag
RWI (PA/SVC/TVC)
Important note
A Restructuring and Changes of Investment Policies of "BCT (MPF) Pro Choice" will take effect from 23 April 2018. 11 constituent funds will be involved in this exercise, please refer the leaflet featuring the highlights of the restructuring for details before making investment instructions.
