Forms
BCT Strategic MPF Scheme
Account Opening & Maintenance | |
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Membership Enrollment Form Guide to Membership Enrollment Form (Investment involves risks. Before completing this Enrollment Form, please read the offering documents (including the Key Scheme Information Document and the MPF Scheme Brochure) of the BCT Strategic MPF Scheme. Please note this Enrollment Form may not be applicable to participating employers with special arrangement. Upon completion, please return it to your employer to process.) |
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Personal Account Membership Enrollment Form (Investment involves risks. Please read the offering documents (including the Key Scheme Information Document and the MPF Scheme Brochure) of the Scheme before completing the form.) |
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Personal Particulars Change / New PIN Request | Download PDF |
CRS Self-Certification (Individual) | Download PDF |
Asset Switch / Mandate Change | Download PDF |
MPF Transfer | |
Important note 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. |
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Account & Fund Transfer to BCT (To consolidate your accrued benefits to BCT Strategic MPF Scheme, please complete the form (& the signature authentication sheet, if applicable) and send to "Pension Services (INV), Bank Consortium Trust Company Limited, 18/F, Cosco Tower, 183 Queen's Road Central, Hong Kong.") |
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Account & Fund Transfer to other MPF scheme (To transfer your accrued benefits to other MPF scheme. Please complete the form (& the signature authentication sheet, if applicable) and send to your elected service provider.) |
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Account Consolidation Form (To consolidate your multiple personal accounts into one account. Please complete the form (& the signature authentication sheet, if applicable) and send to your elected service provider.) |
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Employee Choice Arrangement Transfer (To transfer your accrued benefits from a contribution account under current employment to your elected account with Invesco or other service provider. Please complete the form (& the signature authentication sheet, if applicable) and send to your elected service provider.) |
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Voluntary Contribution | |
Contribution Change | Download PDF |
Withdrawal (for Personal A/C & Self-employed Person A/C only) | Download PDF |
Tax Deductible Voluntary Contributions | |
Account Membership Enrollment Form | Download PDF |
TVC Asset Switch / Mandate Change | Download PDF |
TVC Payment Note & Change of Contribution | Download PDF |
Transfer of TVC | Download PDF |
Flexible Voluntary Contribution | |
Application | Download PDF |
Payment Note & Change of Contribution | Download PDF |
Withdrawal / Transfer | Download PDF |
Claims | |
Retirement (at the age 65) | Download PDF |
Early Retirement (at the age 60) | Download PDF |
Total Incapacity | Download PDF |
Terminal Illness | Download PDF |
Death | Download PDF |
Permanent Departure from HK | Download PDF |
Small Balance | Download PDF |
Self-Employed Person | |
SEP Participation Agreement (Should you have any enquiries on the required documents and participation fees for applying the Self-employed Person Account, please call our INVESCall Hotline +852 2842 7878 for details.) |
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SEP Declaration of Relevant Income | Download PDF |
SEP Application and Change Form for Direct Debit Instruction | Download PDF |
Invesco Select Retirement Fund
Administration Class | |
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ORSO Scheme Member's Change of Particulars Form | Download PDF |
CRS Self-Certification (Individual) | Download PDF |
Savings Class | |
Change of Particulars Form | Download PDF |
Application & Subscription Form - For Rollover from Retirement Scheme | Download PDF |
Application & Subscription Form (Investment involves risks, please refer to the offering documents for details.) |
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FATCA & CRS Individual Self-Certification | Download PDF |
Redemption Form | Download PDF |
Switching Form | Download PDF |