Form Library

Manulife Global Select (MPF) Scheme Employee Application Kit

Please read our MPF Scheme Brochure and the Key Scheme Information Document 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
  
• Key Scheme Information Document
• 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

Transfer Of Accrued Benefits Upon Intra-Group Transfer/Change Of Business Ownership 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 Services Form for MPF Contribution Calculation and Remittance Method Selection

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

• This form is used for the purpose of notifying Manulife about the termination of employment of your employee, and request for Long Service Payment(LSP) / Severance Payment(SP) offsetting, if applicable.
• Your terminated employee is required to fill out Claim Form for Payment of Accrued Benefits or Scheme Member's Request for Fund Transfer Form.

Notice of Termination for Multiple Employees

• This form is ONLY used for reporting employee(s) termination WITHOUT Long Service Payment (LSP) / Severance Payment (SP) under MPF scheme.
• Your terminated employee is required to fill out Claim Form for Payment of Accrued Benefits or Scheme Member's Request for Fund Transfer Form.

Remittance Statement for New Employee

For you to report first contribution of new employee after 60 days of employment.

Remittance Statement for New Employee (Only For Sub-Schemes with Voluntary Contribution Arrangement)

Remittance Statement

For existing employee & terminated employee

Remittance Statement(Only For Sub-Schemes with Voluntary Contribution Arrangement)

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 and the Key Scheme Information Document 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
  
• Key Scheme Information Document
• 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 and the Key Scheme Information Document 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
  
• Key Scheme Information Document
• 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”)
• Tax Deductible Voluntary Contributions promotion leaflet shortcut
  

Change of self-employed Person MPF Account Payment Particulars

For you to report change of your self-employed scheme information.

Tax Deductible Voluntary Contributions Instructions

Customer Consent to Use / Provision of Personal Data in Direct Marketing

Manulife Global Select (MPF) Scheme Contribution Investment Instruction/Fund Switching Instruction

For you to change your investment portfolio.

Direct Debit Authorization

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.

Payment of Accrued Benefits to Scheme Members

Individual Tax Residency Self-Certification Form (CRS)

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

Group Life & Health Insurance Plan - Group Employee Enrolment Sheet

For ManuPlan (EasySurance Plan) / Policy with 10 employees or above

Group Life & Health Insurance Plan - Employee Enrolment Form

For group with less than 10 employees

Application For Group Life & Health Insurance Plan

ManuPlan (EasySurance Plan) Application Form

Group Life & Health Insurance Plan - Certificate Change Form

Group Life & Health Insurance Plan - Employer Particulars Change Form

Group Life & Health Insurance Plan - Addition Of Sub-account Form

Change of Person Purporting to act on behalf of the Customer (“PPTA”) Authorization Form (GLH)

Letter of Intent for Life Conversion

Applicable for policy offered with Life Insurance Conversion Privilege

Request to Exercise Medical Insurance Conversion Privilege

Applicable for policy offered with Medical Insurance Conversion Privilege

Group Medical - Hospitalization & Surgical Claim Form

For both hospitalization and outpatient surgical claim

For hospitalization claims that cannot be submitted through the new eClaims platform, you can submit the completed claim form and claim-related document by post. Such documents must be received by Manulife within 90 days from the date on which medical expenses were incurred.

**for selected group medical policies only

Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.

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