- Please read the relevant MPF Scheme Brochure before you complete the form.
- All forms should be duly completed in BLOCK LETTERS. Please note that any missing information may cause delay in processing.
- All forms must be checked and signed by either the employer / authorized officer with the Company Chop (if any) and/or the member (if applicable).
- Please initial beside the field where amendment is made.
- Please read the important notice on the form carefully before filling in the form.
- After completing the forms, please return to Principal Trust Company (Asia) Limited. (Address: 30/F, Millennium City 6, 392 Kwun Tong Road, Kwun Tong, Kowloon, Hong Kong)
- Please report to us as soon as possible if you find any inconsistency in the data or information on the statements.
Effective 1 April 2017 the default investment strategy ("DIS") has become the default investment option of the scheme in accordance with the Mandatory Provident Fund Schemes Ordinance, please use the new forms from 1 April 2017.
If you wish to transfer your accrued benefits from one MPF scheme to another, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy ("DIS") if you have not given any investment instructions for the transferred-in benefits of the account to the new trustee. Please approach your new trustee to seek clarification, where necessary.
Members who are U.S. Persons (i.e. U.S. citizens or U.S. permanent residents) should read the member notices in relation to the U.S. Executive Order 13959 in the link below:
Supplement to Schedule to Participation Agreement
MPFA Form - Participating Employer's Request for Fund Transfer Form, Form MPF(S)-P(E)
MPFA Form - Certificate of a person having a terminal Illness, Form MPF(S)-W(T)
MPFA Form - Certificate of a Person's Permanent Unfitness For a Particular Kind of Work, Form MPF(S)-W(M)
MPFA Form - Statutory declaration made by the committee of the estate of a member for claims for payment of accrued benefits, Form MPF(S)-W(SD4)
MPFA Form - Statutory declaration for claims for payment of accrued benefits from small balance accounts, Form MPF(S)-W(SD3)
MPFA Form - Statutory declaration for claims for payment of accrued benefits on grounds of permanent departure from Hong Kong, Form MPF(S)-W(SD2)
MPFA Form - Statutory declaration for claims for payment of accrued benefits on grounds of early retirement, Form MPF(S)-W(SD1)
MPFA Form - Scheme Member's Request for Fund Transfer Form, Form MPF(S)-P(M)
MPFA Form - Employee Choice Arrangement ("ECA") - Transfer Election Form, Form MPF(S)-P(P)
MPFA Form - Scheme Member's Request for Account Consolidation Form, Form MPF(S)-P(C)
Account Information Disclosure Authorization Form
Tax Deductible Voluntary Contribution (TVC)
Change of Regular Contributions and Lump Sum Tax Deductible Voluntary Contributions (“TVC”) Form
MPFA Form - Scheme member request for fund transfer for TVC account, Form MPF(S)-P(T)
Change of Member Particulars for Tax Deductible Voluntary Contributions
Change in Investment Form by Member for Tax Deductible Voluntary Contributions
Application Form - Tax Deductible Voluntary Contributions
Special Voluntary Contribution (SVC)
Change of Regular Contributions and Lump Sum Special Voluntary Contributions (“SVC”) Form
Withdrawal Form for Special Volunatry Contributions of Principal MPF Scheme S800
Change of Member Particulars for Special Voluntary Contributions of Principal MPF Scheme S800
Change of Investment Choice by Member for Special Voluntary Contributions of Principal MPF Scheme Series 800
Application Form for Principal MPF Scheme Series 800 (Special Voluntary Contributions)
Guidelines on completing the Individual / Controlling Person Self-certification Form
Guidelines on completing the Entity Self-certification Form
MPF Contribution Easy Guide (S800)
Hotline Service for Member (Smart & Simple Plan)
Hotline Service for Employer (Smart & Simple Plan)
Direct Connect Service - Application Form (S800)
Direct Connect Service - User Guide (S800)
Member Booklet (S800)
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