Forms

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Application Forms

 Manu-Lifestyle (MPF) Scheme (Preserved Account) Application Package

Form Name	Download	Notes
Offering Document		Read our Offering Document before you enrol. A complete application package consists of these items. To open a Preserved Account with Manulife, please download ALL four items. For transfer of MPF accrued benefits from previous employment to a Manulife Preserved Account.
Application for Participation in Manu-Lifestyle (MPF) Scheme (Preserved Account) with Election Form
An Illustrative Example of Fees and Charges of the MPF Conservative Fund of the Manu-Lifestyle (MPF) Scheme
On-going Cost Illustrations for Manu-Lifestyle (MPF) Scheme

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

Form Name	Download	Notes
Offering Document		Read our Offering Document before you enrol. A complete application package consists of these items. To open a Preserved Account with Manulife, please download ALL four items. For transfer of MPF accrued benefits from previous employment to a Manulife Preserved Account.
Application for Participation in Manulife Global Select (MPF) Scheme (Preserved Account) with Election Form
An Illustrative Example of Fees and Charges of the MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
On-going Cost Illustrations for Manulife Global Select (MPF) Scheme

Manu-Lifestyle (MPF) Scheme (Flexi Retirement Contribution) Application Package

Form Name	Download	Notes
Offering Document		Read our Offering Document before you enrol. A complete application package consists of these items. To open a Flexi Retirement Contribution Account with Manulife, please download ALL four items. For set up a separate voluntary contribution account independent from your employer.
Application for Participation in Manu-Lifestyle (MPF) Scheme (Flexi Retirement Contribution Member)
An Illustrative Example of Fees and Charges of the MPF Conservative Fund of the Manu-Lifestyle (MPF) Scheme
On-going Cost Illustrations for Manu-Lifestyle (MPF) Scheme

Manulife Global Select (MPF) Scheme (Flexi Retirement Contribution) Application Package

Form Name	Download	Notes
Offering Document		Read our Offering Document before you enrol. A complete application package consists of these items. To open a Flexi Retirement Contribution Account with Manulife, please download ALL four items. For set up a separate voluntary contribution account independent from your employer.
Application for Participation in Manulife Global Select (MPF) Scheme (Flexi Retirement Contribution Member)
An Illustrative Example of Fees and Charges of the MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
On-going Cost Illustrations for Manulife Global Select (MPF) Scheme

Administration Forms

Form Name	Download	Notes
Change of Self-employed Scheme Particulars		For you to report change of your self-employed scheme information.
Manulife Global Select (MPF) Scheme Contribution Investment Instruction/Fund Switching Instruction		For you to change your investment portfolio, please select scheme to download this form.
Manu-Lifestyle (MPF) Scheme Contribution Investment Instruction/Fund Switching Instruction		For you to change your investment portfolio, please select scheme to download this form.
Flexi Retirement Contribution Instructions		For you to report or change contribution instructions in Flexi Retirement Contribution.
Change of Payment Method/Autopay Bank Account		For you to change payment method or change of autopay account number.
Direct Debit Authorization		For you to set up a direct debit authorization for contribution.

Transfer/Claim Forms

Form Name	Download	Notes
Election Form for Transfer of Accrued Benefits		For you to transfer the MPF benefits.
Transfer of Accrued Benefits with Outstanding Contributions & Guide on How to Fill in the Form		For request of transfer of accrued benefits with outstanding contributions per Section 156 of the MPF Schemes (General) Regulation, subject to obtaining written consent by the MPFA.
Claim Form for Payment of Accrued Benefits		For you to claim the MPF benefits.

In processing a claim for payment, claimant is required to produce evidence in accordance with the reason for withdrawal. Claimant may use the following declaration form to make statutory declaration for the evidence of claim.

Declaration Form	Download	Evidence Document
Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Early Retirement		An original copy of a certified true copy of the statutory declaration form on early retirement.
Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Total Incapacity		A medical certificate issued by a registered practitioner.
Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Permanent Departure from Hong Kong		An original copy or certified true copy of the statutory declaration on permanent departure.
Statutory Declaration for Claims for Payment of Accrued Benefits for Small Balance Account		An original copy or a certified true copy of the statutory declaration on small balance account.

Withdrawal Forms

Form Name	Download	Notes
Manu-Lifestyle (MPF) Scheme Request for Withdrawal of Flexi Retirement Contribution		For you to withdraw the Flexi Retirement Contribution.
Manulife Global Select (MPF) Scheme Request for Withdrawal of Flexi Retirement Contribution		For you to withdraw the Flexi Retirement Contribution.

The relevant Offering Document and ALL the forms are available at our Customer Service Center, or you may obtain copies by calling our Member Hotline at 2108 1388.