MPF Form Menu
- ODcKey Scheme Information Document for China Life MPF Master Trust Scheme
- ODcMPF Scheme Brochure for the China Life MPF Master Trust Scheme
- TdeedTrust Deed
- Notice20230523Notice to Participating Employers and Members (23 May 2023)
- 20230112Notice to Participating Employers and Members (01 Feb 2023)
- 20221017Notice to Participating Employers and Members (17 Oct 2022)
- Notice20220616Notice to Participating Employers and Members (21 Jun 2022)
- Notice20211123Notice to Participating Employers and Members (23 Nov 2021)
- Notice20200828Notice to Participating Employers and Members (28 Aug 2020)
- OCIOn-going Cost Illustrations
- MCFAn Illustrative Example of Fees of the MPF Conservative Fund
- Retire-EasyChina Life Retire-Easy Global Equity Fund (Chinese only)
- US_EQFUNDChina Life US Equity Fund (Chinese only)
- Equity FundChina Life Greater China Equity Fund (Chinese only)
- TVC LeafletTax Deductible Voluntary Contributions Leaflet
- FAQ_GFFAQs for Termination of China Life Guaranteed Return Fund and Changes to China Life Retire-Easy Guarantee Fund
- AFS2019China Life MPF Master Trust Scheme - Reports and Financial Statements
- TVC_FAQFAQs for Tax Deductible Voluntary Contributions
- GNT_RGU_rate_FAQFAQs for Change of Guaranteed Rates of Return and Net Guaranteed Rates of Return of China Life Guaranteed Return Fund and China Life Retire-Easy Guarantee Fund
- RBU_RCS_FAQFAQs for Termination of China Life Retire-Easy Balanced Fund and China Life Retire-Easy Capital Stable Fund
- DIS_Basic_FeaturesBasic Default Investment Strategy Features
- DIS_FAQFAQs for Default Investment Strategy
- FPR_latest1st Quarter 2023 Fund Performance Review
- FPR_latest4th Quarter 2022 Fund Performance Review
- FPR_latest3rd Quarter 2022 Fund Performance Review
- FPR_latest2nd Quarter 2022 Fund Performance Review
- MPF Employer NewsletterMPF Employer Newsletter (Dec 2022)
- MPF Member NewsletterMPF Member Newsletter (Dec 2022)
- SVC_CL81Application of Participation Form for Smart Easy Personal Contributions
- KYCKnow Your Customer Questionnaire
- CL-FSChange of Member's Investment Choice Form
- SVC_CL84Benefit Withdrawal Form
- SVC_CL82Contribution Arrangement Form
- PAH_SVC_TVC_CLT014Amendment to the "Participation Form of the Personal Account Holder ("PAH")" / "Application of Participation Form for Smart Easy Personal Contributions ("SVC")" / "Application of Participation Form for Tax Deductible Voluntary Contribution ("TVC") Account
- SVC_CL83Termination Form
- ER_CL01Application of Participation Form - Employer
- ER_CL04Notification of Authorized Signatories
- ER_CL03Amendment to the "Participation Form of the Employer"
- ER_CL05Notice of Employee Termination
- MPFS-PEEmployer's Request for Fund Transfer Form [Form:MPF(S)- P(E)]
- ER_CL06Notice of Request for Refund of Long Service Payment (LSP)/Severance Payment (SP)
- EE_CL11Application of Participation Form - Employee
- CL-FSChange of Member's Investment Choice Form
- EE_CLT011Amendment to the "Participation Form of the Employee"
- SEP_CL21Application of Participation Form for Self-Employed Person
- KYCKnow Your Customer Questionnaire
- CL-FSChange of Member's Investment Choice Form
- SEP_NCSEPDeclaration by Self-employed Person ("SEP")
- SEP_RI_DeclarationDeclaration Relating to Relevant Income in Respect of Self-Employed Person
- SEP_CLT012Amendment to the "Participation Form of the Self-Employed Person"
- PAH_CL31Application of Participation Form - Personal Account Holder
- CL-FSChange of Member's Investment Choice Form
- PAH_SVC_TVC_CLT014Amendment to the "Participation Form of the Personal Account Holder ("PAH")" / "Application of Participation Form for Smart Easy Personal Contributions ("SVC")" / "Application of Participation Form for Tax Deductible Voluntary Contribution ("TVC") Account
- CGFE_TAXContribution Guide for Existing Tax Deductible Voluntary Contribution ("TVC") Account Holder (Only available in Chinese version)
- KYCKnow Your Customer Questionnaire
- TVC_CL91Application of Participation Form for Tax Deductible Voluntary Contribution ("TVC") Account
- TVC_CL92Tax Deductible Voluntary Contribution ("TVC") Account – Contribution Arrangement Form
- TVC_CL92Change of Member's Investment Choice Form
- PAH_SVC_TVC_CLT014Amendment to the "Participation Form of the Personal Account Holder ("PAH")" / "Application of Participation Form for Smart Easy Personal Contributions ("SVC")" / "Application of Participation Form for Tax Deductible Voluntary Contribution ("TVC") Account
- PCScheme Member's Request for Account Consolidation Form [Form MPF(S) - P(C)]MPF form Download Agreement
- MPFS-PMScheme Member's Request for Fund Transfer Form [Form: MPF(S)-P(M)]MPF form Download Agreement
- MPFS-PPEmployee Choice Arrangement ("ECA") - Transfer Election Form [FORM MPF(S)-P(P)]MPF form Download Agreement
- MPFS-PTScheme Member's Request for Transfer of Tax Deductible Voluntary Contributions (TVC) [Form: MPF(S)-P(T)]MPF form Download Agreement
- MPFS-WRClaim Form for Payment of Accrued Benefits on Ground of Attaining The Retirement Age of 65 or Early Retirement [FORM MPF(S) - W(R)]
- MPFS-WOClaim Form for Payment of Accrued Benefits on Ground of Permanent Departure From Hong Kong/Total Incapacity/Terminal Illness/Small Balance/Death [FORM MPF(S)- W(O)]
- Annex_C_to_IV_4Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Early Retirement [FORM MPF(S) - W(SD1)]
- Annex_D_to_IV_4Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong [FORM MPF(S) - W(SD2)]
- Annex_E_to_IV_4Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Small Balance [FORM MPF(S) - W(SD3)]
- Annex_F_to_IV_4Statutory Declaration made by the Committee of the Estate of a Scheme Member for Claims for Payment of Accrued Benefits [FORM MPF(S) - W(SD4)]
- Annex_E_to_IVStatutory Declaration On Cessation Of Employment [Form MPF(S) - C(SD)]
- Annex_B_to_IV_4Certificate of a Person's Permanent Unfitness for a Particular Kind of Work [FORM MPF(S) - W(M)]
- Annex_G_to_IV_4Certificate of a Person having a Terminal Illness that falls within S158(3) of the MPF Schemes (General) Regulation or S6(12G) of Schedule 2 to the MPF Schemes (Exemption) Regulation [FORM MPF(S) – W(T)/FORM MMB – W(T)]
- AEOI_CLT015Individual Tax Residency Self-Certification Form
- AEOI_CLT016Entity Tax Residency Self-Certification Form
- AEOI_CLT017Controlling Person Tax Residency Self-Certification Form
- 2FA_EEMPF Member Online Account Two-Factor Authentication User Guide
- IllustrativeGuide_ABSAnnual Benefit Statement - Illustrative Guide
- IllustrativeGuide_FPRFund Performance Review - Illustrative Guide
- IllustrativeGuide_OCIOn-going Cost Illustration - Illustrative Guide
- Surcharge_FAQFAQs for Employers - Contribution Surcharge (Only available in Chinese version)
- Contribution_MisconceptionCommon Misconceptions in Handling MPF Contributions
- AEOI_FAQFAQs for Automatic Exchange of Financial Account Information in Tax Matters ("AEOI") related to MPF/ORSO Registered Schemes
- ORSO_ODChina Life Central Provident Fund Principal Brochure
- C01noticeNotice to Participating Employers and Members (1 February 2023)
- 20221013Notice to Participating Employers and Members (31 October 2022)
- Notice to Participating Employers and Members (22 February 2021)Notice to Participating Employers and Members (22 February 2021)
- ORSO_Notice_20191231Notice to Participating Employers and Members (31 December 2019)
- ORSO_Notice_20180108Notice to Participating Employers and Members (1 January 2018)
- ORSO_ChangeERinfoChange of Employer's Information Form
- ORSO_NewMemberNew Member Enrollment Form
- ORSO_AdditionReport of Addition
- ORSO_ChangeMemberDataReport on Change of Particulars of Member's Data
- ORSO_WithdrawalWithdrawal Form
- Annex_A_to_V_11Claim Form for Withdrawal of Minimum MPF Benefits from MPF Exempted ORSO Registered Scheme [FORM MMB - W)]
- Tal_Pin_20221013Tai Ping Master Provident Fund Principal Brochure
- C05Notice to Participating Employers and Members (1 February 2023)
- Notice20221013_1Notice to Participating Employers and Members (31 October 2022)
- Notice20221013_2Notice to Participating Employers and Members (31 December 2019)
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