Please note: the fillable PDF forms on our website DO NOT support save function. Please directly print them out upon completion to avoid missing any data when you attempt to save such PDF forms.
Item Name
File Size
Download
Sample
Claim for Payment of Accrued Benefits on Ground of Attaining the Retirement Age of 65 (electronic fillable)
419k
Claim for Payment of Accrued Benefits on Ground of Early Retirement (electronic fillable)
625k
Claim for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong (electronic fillable)
654k
Claim for Payment of Accrued Benefits on Ground of Small Balance (electronic fillable)
539k
Claim for Payment of Accrued Benefits on Ground of Total Incapacity (electronic fillable)
510k
Claim for Payment of Accrued Benefits on Ground of Terminal Illness (electronic fillable)
515k
Claim for Payment of Accrued Benefits on Ground of Death (electronic fillable)
342k
Statutory Declaration Made by the Committee of the Estate of a Scheme Member for Claims for Payment of Accrued Benefits
223k
Notice of Change / Cancellation of Standing Instruction for Regular Withdrawal
594k
Claim for Payment of Accrued Benefits on Ground of Attaining the Retirement Age of 65 (electronic fillable)
File Size
419k
Download
Sample
Claim for Payment of Accrued Benefits on Ground of Early Retirement (electronic fillable)
File Size
625k
Download
Sample
Claim for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong (electronic fillable)
File Size
654k
Download
Sample
Claim for Payment of Accrued Benefits on Ground of Small Balance (electronic fillable)
File Size
539k
Download
Sample
Claim for Payment of Accrued Benefits on Ground of Total Incapacity (electronic fillable)
File Size
510k
Download
Sample
Claim for Payment of Accrued Benefits on Ground of Terminal Illness (electronic fillable)
File Size
515k
Download
Sample
Claim for Payment of Accrued Benefits on Ground of Death (electronic fillable)
File Size
342k
Download
Sample
Statutory Declaration Made by the Committee of the Estate of a Scheme Member for Claims for Payment of Accrued Benefits
File Size
223k
Download
Sample
Notice of Change / Cancellation of Standing Instruction for Regular Withdrawal
File Size
594k
Download
Sample
Important Note - Fraudulent Websites
BOCI-Prudential Trustee Company (“our Company”) found fraudulent websites which seek to pass off as our Company, and can be searched and accessed through internet search engines. Customers are advised to always stay vigilant about scams.
Please note that www.bocpt.com is the ONLY official website of our Company. We have not authorized any agent or third party to use any of our materials and trademarks to set up other websites. If you have any doubts, please contact our Customer Service Hotlines at 2929-3030/2929-3366 or email to mpf@bocpt.com for verification. Please click here for more security information.
Please read the Terms and Conditions on the Website before using any services available on the website and / or via telephone services (collectively, the “Services”). Your continued use of the Services will mean that you irrevocably and unconditionally accept and agree to be bound by the Terms and Conditions as the same may be amended from time to time and any amendment to the Terms and Conditions shall be effective immediately upon posting on the Website.
BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme
IMPORTANT INFORMATION
You should consider your own risk tolerance level and financial circumstances before making any investment choices. When, in your selection of Constituent Funds, you are in doubt as to whether a certain Constituent Fund is suitable for you (including whether it is consistent with your investment objectives), you should seek financial and/or professional advice and choose the Constituent Fund(s) most suitable for you taking into account your circumstances.
You should consider your own risk tolerance level and financial circumstances before investing in the MPF Default Investment Strategy (as defined in section 6.7 (MPF Default Investment Strategy)). You should note that the BOC-Prudential Core Accumulation Fund and the BOC-Prudential Age 65 Plus Fund may not be suitable for you, and there may be a risk mismatch between the BOC-Prudential Core Accumulation Fund and the BOC-Prudential Age 65 Plus Fund and your risk profile (the resulting portfolio risk may be greater than your risk preference). You should seek financial and/or professional advice if you are in doubt as to whether the MPF Default Investment Strategy is suitable for you, and make the investment decision most suitable for you taking into account your circumstances.
You should note that the implementation of the MPF Default Investment Strategy may have an impact on your MPF investments and accrued benefits. We recommend that you consult with the Trustee if you have doubts on how you are being affected.
Fees and charges of a MPF conservative fund can be deducted from either (i) the assets of the fund or (ii) members’ account by way of unit deduction. The BOC-Prudential MPF Conservative Fund uses method (i) and, therefore, unit prices/NAV/fund performance quoted have incorporated the impact of fees and charges.
If you are in doubt about the meaning or effect of the contents of the information in this website, you should seek independent professional advice.
My Choice Mandatory Provident Fund Scheme
IMPORTANT INFORMATION
You should consider your own risk tolerance level and financial circumstances before making any investment choices. When, in your selection of Constituent Funds, you are in doubt as to whether a certain Constituent Fund is suitable for you (including whether it is consistent with your investment objectives), you should seek financial and/or professional advice and choose the Constituent Fund(s) most suitable for you taking into account your circumstances.
You should consider your own risk tolerance level and financial circumstances before investing in the MPF Default Investment Strategy (as defined in section 6.7 (MPF Default Investment Strategy)). You should note that the My Choice Core Accumulation Fund and the My Choice Age 65 Plus Fund may not be suitable for you, and there may be a risk mismatch between the My Choice Core Accumulation Fund and the My Choice Age 65 Plus Fund and your risk profile (the resulting portfolio risk may be greater than your risk preference). You should seek financial and/or professional advice if you are in doubt as to whether the MPF Default Investment Strategy is suitable for you, and make the investment decision most suitable for you taking into account your circumstances.
You should note that the implementation of the MPF Default Investment Strategy may have an impact on your MPF investments and accrued benefits. We recommend that you consult with the Trustee if you have doubts on how you are being affected.
Fees and charges of a MPF conservative fund can be deducted from either: (i) the assets of the fund; or (ii) members’ account by way of unit deduction. The My Choice MPF Conservative Fund uses method (i) and, therefore, unit prices/NAV/fund performance quoted have incorporated the impact of fees and charges.
If you are in doubt about the meaning or effect of the contents of the information in this website, you should seek independent professional advice.
