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Employee Enrollment
| Forms | Reference | Sample | Download |
|---|---|---|---|
| Member Enrollment Form (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice] | AP (REE) - MT |
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| Member Enrollment Form (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice] | AP (REE) - IS |
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| Application Form - Casual Employee (and CRS Self-Certification) | AP (CEE) |
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| Industry Classification Form [To be completed with "Application Form - Casual Employee" if necessary] | IC-I (ALL) |
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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 |
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| Application Form – Tax Deductible Voluntary Contribution (TVC) (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice] | AP (TVC) – IS |
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| Application Form – Special Voluntary Contribution (SVC) (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice] | AP (SVC) – MT |
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| Application Form – Special Voluntary Contribution (SVC) (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice] | AP (SVC) - IS |
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| Change of Direct Debit Instruction Notification Form – Special Voluntary Contribution (SVC) / Tax Deductible Voluntary Contribution (TVC) | DDA-IU (SVC/TVC) |
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| Tax Deductible Voluntary Contribution (TVC) Payment Note | PN (TVC) |
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| Special Voluntary Contribution Payment Note | PN (SVC) |
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| Scheme member's request for transfer of Tax Deductible Voluntary Contributions (TVC) (F.IV.3) |
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Changing Your Investment Instruction and Personal Information
| Forms | Reference | Download |
|---|---|---|
| Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form [Master Trust Scheme - BCT (MPF) Pro Choice] | FS (MEM) - MT |
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| Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form [Industry Scheme - BCT (MPF) Industry Choice] | FS (MEM) - IS |
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| Information Update Form (For Scheme Member) | IU (MEM) |
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| Change of Voluntary Contributions Form (For Scheme Member) | IU (MEM) - VC |
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| MPF Account Balance SMS Service Registration Reply Slip (For Scheme Member) | SMS (MEM) |
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| CRS Self-Certification– Individual |
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Requesting for PIN and Statements
| Forms | Reference | Download |
|---|---|---|
| PIN Re-generation Request Form (For Scheme Member) | PIN (MEM) |
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| Re-issuance of Cheque / Account Document Request Form | FEE (ALL) |
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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) |
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| 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) |
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| Request for Fund Transfer Form (For self-employed person, personal account holder or employee ceasing employment) and Statement of Authentication | RFT (MEM) |
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| Employee Choice Arrangement ("ECA") - Transfer Election Form and Statement of Authentication | MPF(S)-P(P) |
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| Request for Withdrawal Form (For “Special Voluntary Contribution”) [Master Trust Scheme - BCT (MPF) Pro Choice] | FR (SVC) - MT |
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| Request for Withdrawal Form (For “Special Voluntary Contribution”) [Industry Scheme - BCT (MPF) Industry Choice] | FR (SVC) - IS |
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| Withdrawal of Your Accrued Benefits – Relating Forms |
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| Scheme Member's Request for Account Consolidation Form (For Consolidating Multiple Personal Accounts into One Account) |
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| 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) |
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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) |
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| FS (ER&REE)-ORSO (For employer's and employee's contributions) |
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| Information Update Form - Employee | IU (REE)-ORSO |
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| ORSO Account Balance SMS Service Registration Reply Slip - Employee | SMS (REE)-ORSO |
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| Minimum MPF Benefits Transfer Form | MMB (REE)-ORSO |
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| PIN Re-generation Request Form | PIN (ALL)-ORSO |
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| Deferred Withdrawal Member Account Partial Withdrawal Form | PW (NP)-ORSO |
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| Deferred Withdrawal of Benefits Application Form | DR (REE)-ORSO |
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| 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 |
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| CRS Self-Certification– Individual |
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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 |
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| Request for Fund Transfer Form (For the use of Employees of the Government of HKSAR only) and Statement of Authentication | RFT (MEM) |
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| Scheme Member's Request for Account Consolidation Form (For Consolidating Multiple Personal Accounts into One Account) |
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| CRS Self-Certification– Individual |
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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) |
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| 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) |
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| Industry Classification Codes [Industry Scheme - BCT (MPF) Industry Choice] |
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| Industry Classification Form [Industry Scheme - BCT (MPF) Industry Choice] | IC-I (ALL) |
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Employee Enrollment
| Forms | Reference | Sample | Download |
|---|---|---|---|
| Member Enrollment Form (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice] | AP (REE) - MT |
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| Member Enrollment Form (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice] | AP (REE) - IS |
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| Application Form - Casual Employee (and CRS Self-Certification) | AP (CEE) |
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| Employee Enrollment Notice | EEN(ER) |
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Contributions Related
| Forms | Reference | Download |
|---|---|---|
| Remittance Statement | RS-M (REE) [For BCT (MPF) Pro Choice only] |
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| RS-I (CEE) [For BCT (MPF) Industry Choice - Casual Employee only] |
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| RS-I (REE) [For BCT (MPF) Industry Choice - Regular Employee only] |
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| Employer Contribution Form (ONLY Applicable to employer who makes contributions for casual employee on the next working day following the pay-day) | EC-I (ER) |
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| New / Change of Direct Debit Authorisation Form (Employer / Self-employed Person) | DDA-NEW/IU (ER/SEP) |
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| Employee Termination Notice | ETN (ER) |
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| E-alert Service on MPF Contribution - Enrollment / Cancellation / Information Update Reply Slip | EA(ER) |
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Changing Information for Employers
| Forms | Reference | Download |
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| Information Update Form (For Participating Employer) | IU (ER) |
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| Authorised Signature Specimen Form | AS (ER) |
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| Employer Voluntary Contribution Set-Up / Change Form | VC (ER) |
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Requesting for PIN and Statements
| Forms | Reference | Download |
|---|---|---|
| PIN Re-generation Request Form (For Participating Employer) | PIN (ER) |
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| Re-issuance of Cheque / Account Document Request Form | FEE (ALL) |
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Transferral or Withdrawal of Accrued Benefits
| Forms | Reference | Sample | Download |
|---|---|---|---|
| Request for Fund Transfer Form (For Participating Employer) | ABD (ER) |
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| Participation Plan Termination Request Form (For Participating Employer) | TERM (ER) |
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| Transfer of Accrued Benefit Upon Intra-group Transfer / Change of Business Ownership | TPT |
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BCT Premier Pooled ORSO Retirement Plan
| Forms | Reference | Download |
|---|---|---|
| Authorised Signatory Specimen Form | AS (ER)-ORSO |
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| Employee Salary Change Summary | ESC (ER)-ORSO |
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| Employee Termination Notice | ETN (ER)-ORSO |
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| Employer Change of Investment Instruction for Future Contributions / Fund Switching for Existing Balance Form | FS (ER)-ORSO |
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| Information Update Form (For Participating Employer) | IU (ER)-ORSO |
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| Member Enrolment Form and Self-Certification Form (Individual) for CRS | AP (REE)-ORSO |
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| ORSO Asset Transfer Form | ST (ER)-ORSO |
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| Past Service / Special Contribution Form | SC (ER)-ORSO |
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| PIN Re-generation Request Form | PIN (ALL)-ORSO |
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| Deferred Withdrawal of Benefits Application Form | DR (REE)-ORSO |
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Applicable to The Government of HKSAR
| Forms | Reference | Sample | Download |
|---|---|---|---|
| Member Enrolment Form (and CRS Self-Certification) [For the use of Employees of the Government of HKSAR only] | AP (REE)-HKSAR |
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| Authorised Signature Specimen Form （For the use of the Government of HKSAR (ER) only) | AS (ER)-HKSAR |
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| Employer's Request for Fund Transfer Form | MPF(S) - P(E) |
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| Notice of Joining CSPF Scheme | CSPF(ER)-HKSAR |
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| The Government of the HKSAR Pay Centre Setup Form (Bureau / Department) (Applicable for MPF Scheme or CSPF Scheme) | PCSF-HKSAR |
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Self-employed Person Enrollment
| Forms | Reference | Sample | Download |
|---|---|---|---|
| Application Form - Self-employed Person (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice] | AP (SEP) - MT |
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| Application Form - Self-employed Person (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice] | AP (SEP) - IS |
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| Industry Classification Form [Industry Scheme - BCT (MPF) Industry Choice] | IC-I (ALL) |
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Contribution Related
| Forms | Reference | Download |
|---|---|---|
| New / Change of Direct Debit Authorisation Form (Employer / Self-employed Person) | DDA-NEW/IU (ER / SEP) |
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| Relevant Income Update / Resumption of Self-employment Form (For Self-employed Person) | RIU (SEP) |
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Changing Your Investment Instruction and Personal Information
| Forms | Reference | Download |
|---|---|---|
| Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form [Master Trust Scheme - BCT (MPF) Pro Choice] | FS (MEM) - MT |
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| Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form [Industry Scheme - BCT (MPF) Industry Choice] | FS (MEM) - IS |
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| Information Update Form (For Scheme Member) | IU (MEM) |
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| Change of Voluntary Contributions Form (For Scheme Member) | IU (MEM) – VC |
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| MPF Account Balance SMS Service Registration Reply Slip (For Scheme Member) | SMS (MEM) |
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| CRS Self-Certification– Individual |
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Requesting for PIN and Statements
| Forms | Reference | Download |
|---|---|---|
| PIN Re-generation Request Form (For Scheme Member) | PIN (MEM) |
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| Re-issuance of Cheque / Account Document Request Form | FEE (ALL) |
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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) |
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| 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) |
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| Request for Fund Transfer Form (For self-employed person, personal account holder or employee ceasing employment) and Statement of Authentication | RFT (MEM) |
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| Employee Choice Arrangement ("ECA") - Transfer Election Form and Statement of Authentication | MPF(S)-P(P) |
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| Voluntary Contribution Partial Withdrawal Form (For Personal Account Member / Self-employed Person) - [Master Trust Scheme - BCT (MPF) Pro Choice] | PW (PM)-MT |
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| Voluntary Contribution Partial Withdrawal Form (For Personal Account Member / Self-employed Person) - [Industry Scheme - BCT (MPF) Industry Choice] | PW (PM)-IS |
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| Cessation of Self-employment / Participating Plan Termination Request Form (For Self-employed Person) | TERM(SEP) |
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| Withdrawal of Your Accrued Benefits – Relating Forms |
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| Scheme Member's Request for Account Consolidation Form (For Consolidating Multiple Personal Accounts into One Account) |
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| 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) |
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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 |
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| Application Form - Personal Account Member (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice] | AP (PM) - IS |
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| Industry Classification Form | IC-I (ALL) |
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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 |
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| 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 |
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| Application Form – Special Voluntary Contribution (SVC) (and CRS Self-Certification) [Master Trust Scheme - BCT (MPF) Pro Choice] | AP (SVC) – MT |
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| Application Form – Special Voluntary Contribution (SVC) (and CRS Self-Certification) [Industry Scheme - BCT (MPF) Industry Choice] | AP (SVC) - IS |
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| Change of Direct Debit Instruction Notification Form – Special Voluntary Contribution (SVC) / Tax Deductible Voluntary Contribution (TVC) | DDA-IU (SVC/TVC) |
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| Tax Deductible Voluntary Contribution (TVC) Payment Note | PN (TVC) |
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| Special Voluntary Contribution Payment Note | PN (SVC) |
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| Scheme member's request for transfer of Tax Deductible Voluntary Contributions (TVC) (F.IV.3) |
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Changing Your Investment Instruction and Personal Information
| Forms | Reference | Download |
|---|---|---|
| Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form [Master Trust Scheme - BCT (MPF) Pro Choice] | FS (MEM) - MT |
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| Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form [Industry Scheme - BCT (MPF) Industry Choice] | FS (MEM) - IS |
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| Information Update Form (For Scheme Member) | IU (MEM) |
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| Change of Voluntary Contributions Form (For Scheme Member) | IU (MEM) – VC |
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| MPF Account Balance SMS Service Registration Reply Slip (For Scheme Member) | SMS (MEM) |
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| CRS Self-Certification– Individual |
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Requesting for PIN and Statements
| Forms | Reference | Download |
|---|---|---|
| PIN Re-generation Request Form (For Scheme Member) | PIN (MEM) |
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| Re-issuance of Cheque / Account Document Request Form | FEE (ALL) |
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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) |
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| 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) |
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| Request for Fund Transfer Form (For self-employed person, personal account holder or employee ceasing employment) and Statement of Authentication | RFT (MEM) |
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| Employee Choice Arrangement ("ECA") - Transfer Election Form and Statement of Authentication | MPF(S)-P(P) |
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| Request for Withdrawal Form (For “Special Voluntary Contribution”) [Master Trust Scheme - BCT (MPF) Pro Choice] | FR (SVC) - MT |
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| Request for Withdrawal Form (For “Special Voluntary Contribution”) [Industry Scheme - BCT (MPF) Industry Choice] | FR (SVC) - IS |
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| Voluntary Contribution Partial Withdrawal Form (For Personal Account Member / Self-employed Person) - [Master Trust Scheme - BCT (MPF) Pro Choice] | PW (PM)-MT |
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| Voluntary Contribution Partial Withdrawal Form (For Personal Account Member / Self-employed Person) - [Industry Scheme - BCT (MPF) Industry Choice] | PW (PM)-IS |
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| Withdrawal of Your Accrued Benefits – Relating Forms |
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| Scheme Member's Request for Account Consolidation Form (For Consolidating Multiple Personal Accounts into One Account) |
|
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| 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) |
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