Administration Form

Note for using Administration Form

  1. Please read the relevant MPF Scheme Brochure before you complete the form.
  2. All forms should be duly completed in BLOCK LETTERS. Please note that any missing information may cause delay in processing.
  3. 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).
  4. Please initial beside the field where amendment is made.
  5. Please read the important notice on the form carefully before filling in the form.
  6. 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)
  7. Please report to us as soon as possible if you find any inconsistency in the data or information on the statements.

IMPORTANT:

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.

IMPORTANT NOTICE:

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:

  1. Notice For S800 and Smart Plan re: U.S. Persons Investments in funds investing in TraHK
  2. Notice to MPF and ORSO Schemes Participants regarding the Executive Order 13959

Employee

Personal Account Member Application Form
Form MPF(S)-W(T)
MPFA Form - Certificate of a person having a terminal Illness
Form MPF(S)-W(M)
MPFA Form - Certificate of a Person's Permanent Unfitness For a Particular Kind of Work
Form MPF(S)-W(SD4)
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(SD3)
MPFA Form - Statutory declaration for claims for payment of accrued benefits from small balance accounts
Form MPF(S)-W(SD2)
MPFA Form - Statutory declaration for claims for payment of accrued benefits on grounds of permanent departure from Hong Kong
Form MPF(S)-W(SD1)
MPFA Form - Statutory declaration for claims for payment of accrued benefits on grounds of early retirement
Form MPF(S)-W(R)
MPFA Form - Claim form for payment of accrued benefits on ground of Attaining the Retirement Age of 65 or Early Retirement
Form MPF(S)-W(O)
MPFA Form - Claim form for payment of accrued benefits on ground of Permanent Departure from Hong Kong/ Incapacity/Terminal Illness/Small balance/Death
Form MPF(S)-P(M)
MPFA Form - Scheme Member's Request for Fund Transfer Form
Form MPF(S)-P(P)
MPFA Form - Employee Choice Arrangement ("ECA") - Transfer Election Form
Form MPF(S)-P(C)
MPFA Form - Scheme Member's Request for Account Consolidation Form
Request for Telegraphic Transfer
Voluntary Contribution Withdrawal Form
Account Information Disclosure Authorization Form
Principal e-Communication Service Registration/Cancellation Form
Change of Signature Specimen Form
Change of Member / SEP Personal Particular Form
Fund Transfer Form
Employee Choice Arrangement ("ECA") - Transfer Election Form
Change of Investment Choice Form By Member

Employer

Form MPF(S)-P(E)
MPFA Form - Participating Employer's Request for Fund Transfer Form
Principal MPF Scheme Voluntary Contribution Application Form/Schedule to Participation Agreement for Employer Voluntary Contributions
Notice of Member Termination Form
Supplement to Schedule to Participation Agreement
Payment Receipt of Long Service Payment/Severance Payment
Change / Request of ER Particular Form
Authorized Officer Signature / Email Address Form / Change of Authorised Officer
Membership Enrolment Form
Employer Application Form/ Participation Agreement - Employer
Transfer of Accrued Benefits upon Intra-Group Transfer/Change of Business Ownership

Tax Deductible Voluntary Contribution (TVC)

Form MPF(S)-P(T)
MPFA Form - Scheme member request for fund transfer for TVC account
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
Change of Regular Contributions and Lump Sum Tax Deductible Voluntary Contributions (“TVC”) Form

Special Voluntary Contribution (SVC)

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)
Change of Regular Contributions and Lump Sum Special Voluntary Contributions (“SVC”) Form

Self-employed Person

Change of Member/SEP Personal Particular Form
Application Form for Principal MPF Scheme/ Participation Agreement & Application for Membership - Self Employed Person

Self-Certification Form

Self-Certification Form – Individual
Self-Certification Form – Controlling Person
Self-Certification Form – Entity
Guidelines on completing the Individual / Controlling Person Self-certification Form
Guidelines on completing the Entity Self-certification Form

Direct Debit Authorization

Direct Debit Authorization for Principal MPF Scheme

User Guide

Quick Guide (S800)
Principal MPF Mobile App (S800)
Submission Notes for Email Communications
e-Contribution - User Guide
MPF Contribution Easy Guide (S800)
Employer Guide
Hotline Service for Member (Smart & Simple Plan)
Hotline Service for Employer (Smart & Simple Plan)
Online Service for Member
Online Service for Employer
Direct Connect Service - Application Form (S800)
Direct Connect Service - User Guide (S800)
Member Booklet (S800)
Remittance Statement

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