Forms and Publications

Manulife Global Select (MPF) Scheme Employee Application Kit

Please read our MPF Scheme Brochure 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.

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

• This form is used for the purpose of notifying Manulife about the termination of employment of your employee, and request for Long Service Payment(LSP) / Severance Payment(SP) offsetting, if applicable.
• Your terminated employee is required to fill out Claim Form for Payment of Accrued Benefits or Scheme Member's Request for Fund Transfer Form.

Notice of Termination for Multiple Employees

• This form is ONLY used for reporting employee(s) termination WITHOUT Long Service Payment (LSP) / Severance Payment (SP) under MPF scheme.
• Your terminated employee is required to fill out Claim Form for Payment of Accrued Benefits or Scheme Member's Request for Fund Transfer Form.

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 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 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

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)

Customer Consent to Use / Provision of Personal Data in Direct Marketing