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

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.

  • MPF Scheme Brochure
  • 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 (Personal Account)
  • Scheme Member's Request for Account Consolidation Form
  • Scheme Member’s Request for Fund Transfer Form
  • Employee Choice Arrangement (“ECA”) – Transfer Election Form
  • Guide to Transfer Benefits under Employee Choice Arrangement

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
  • 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”)

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
  • 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 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
  • 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

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.


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 download BOTH items

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.


Change of Contact Details Form

For Personal Customer to change below contact details:

  • Correspondence Address
  • Email Address
  • Contact Numbers (Residential / Office / Mobile / Pager/ Fax Number)

Change of Personal Particulars Form

For Personal Customer to change or correct below particulars:

  • Name
  • Legal ID (e.g. HKID / Passport Number)
  • Date of Birth
  • Sex

 


Individual Tax Residency Self-Certification Form (CRS)

This is a formal document for individual to declare his/her tax residence.


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
  • 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.


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.


Entity Tax Residency Self-Certification Form (CRS)

This is a formal document for entity to declare its tax residence.


Controlling Person Tax Residency Self-Certification Form (CRS)

To be provided by each of the Controlling Person(s) of a Passive Non-Financial Entity.


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
  • 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
  • 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 Person MPF Account Payment 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.


Individual Tax Residency Self-Certification Form (CRS)

This is a formal document for individual to declare his/her tax residence.


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