PDF《Consolidating your MPF》

强积金 MPF 综合累算权益 至富达 Consolidating your MPF accrued benefits to Fidelity 填写转移申请表指引 Step-by-step guide to filling in your transfer forms

1 富达欢迎您! 谢谢您将强积金累算权益综合至富达.

本册子载列填写累算权益转移申请表的 各个步骤. Welcome to Fidelity! Thank you for consolidating your MPF accrued benefits to Fidelity. This handbook is a step-by-step guide to help you fill in the forms for accrued benefits transfer. 有关「雇员自选安排」的累算权益转移至富达, 请填写「雇员自选安排」 C 转移选择表格,即: 第MPF(S)-P(P)号表格(标示见於表格左上角) If you choose to transfer your Employer Choice Arrangement related accrued benefits to Fidelity, simply fill in an Employee Choice Arrangement ( ECA ) C Transfer Election Form, or simply referenced as: Form MPF(S)-P(P) (as marked at the top left hand corner of the form)

2 参考第3页Go to Page

3 「雇员自选安排」 的累算权益转移 Employer Choice Arrangement related accrued benefits transfer 一般累算权益转移,请填写计划成员资金转移申 请表,即: 第MPF(S)-P(M)号表格 (标示见於表格左上角) For general accrued benefits transfer, please fill in a Scheme Member'

s Request for Fund Transfer Form, or simply referenced as: Form MPF(S)-P(M) (as marked at the top left hand corner of the form) 参考第10页Go to Page

10 一般的累算权益转移 General accrued benefits transfer 第MPF(S)-P(P)号表格 Form MPF(S)-P(P) 如果您尚未持有富达强积金帐户 If you DO NOT have a Fidelity MPF account 请填写「个人帐户成员登记表格」 ,即PA表格 (只需填写个人资料及 转移资产投资分配详情) ,以开立一个新的富达个人帐户. Please fill in a separate Personal Account Membership Enrolment Form, referenced as Form PA (which simply asks for your personal details and investment allocation of transfer assets) to enroll into a new Fidelity Personal Account. 请依照以下步骤填写您的 「雇员自选安排」C 转移选择表格. Please follow the steps listed in this guide to fill in an Employee Choice Arrangement ( ECA )C Transfer Election Form. 「雇员自选安排」 的累算权益转移 Employer Choice Arrangement related accrued benefits transfer

3 第MPF(S)-P(P)号表格 Form MPF(S)-P(P) 本部份只需填写个人资料. Simply fill in your personal details here. 填写本部份时,请先查阅您 的最新成员权益报表或向贵 公司的人力资源部查询您的 原计划供款帐户资料. Please check with your latest Member Benefit Statement or your Human Resources Department for your Contribution Account information in the original scheme before you fill in this section.

4 第一部 Part I 第二部 Part II b 参考第7页Go to Page

7 有意将部份累算权益转移至富达个人帐户或供款帐户 To transfer part(s) of the accrued benefits into Fidelity Personal Account or Contribution Account 请选择您希望转移那部份的累算权益,并填写新计划资料 : Please select the part(s) of accrued benefits that you wish to transfer, and then fill the details of the New Scheme: 第MPF(S)-P(P)号表格 Form MPF(S)-P(P)

5 a 有意将全部累算权益转移至富达个人帐户内 To transfer ALL accrued benefits into Fidelity Personal Account 第三部 Part III 选择将全部累算权益转移,包括: Select to transfer ALL the accrued benefits, including: 现职期间的雇员强制性供款 Employee mandatory contributions in current employment 现职期间的雇员自愿性供款 Employee voluntary contributions in current employment 以往工作所累积并已转移至供 款帐户的强制性供款 Mandatory contributions that have been transferred into the contribution account and are attributable to former employment(s) 以往工作所累积并已转移至供 款帐户的自愿性供款 Voluntary contributions that have been transferred into the contribution account and are attributable to former employment(s) 请在第三部(a)填写新计划名称及 计划成员帐户号码. Fill in name of new scheme and scheme member'

s account number in Part III (a). 如果尚未知悉新计划名称及计划成 员帐户号码,可留空不填. You may leave the name of new scheme and the scheme member'

s account number blank if you are not aware of this yet. a 第MPF(S)-P(P)号表格 Form MPF(S)-P(P)

6 请在第三部 (b) 的表格内选择希望转 移供款帐户内哪一部份的累算权益. (您可选择一个或多个部份,并於适用 的空格填上「 」 号.) Please select which part(s) of the accrued benefits derived from your contribution account you wish to transfer under the table of Part III (b). (You may select one or more parts and '

'

the appropriate box.) 请在第三部 (b) 填写新计划名称、帐 户类别及计划成员帐户号码. Fill in name of new scheme, account type and scheme member'

s account number in Part III (b). 如果尚未知悉计划成员帐户号码, 可留空不填. You may leave the scheme member'

s account number blank if you are not aware of this yet. 请查阅您的最新成员权益报表或向 贵公司的人力资源部查询您的雇主 识别号码. Please check with your latest Member Benefit Statement or your Human Resources Department for your employer'

s identification number. b 第MPF(S)-P(P)号表格 Form MPF(S)-P(P)

7 请选择是否从现时投资於强积金保证基金转出累算权益. 如您的答案属「是」,请另外填写及交回TG表格. Please choose Yes or No for transferring your accrued benefits OUT of a guaranteed fund you are currently investing in. If your answer is Yes , please ALSO complete and return Form TG. TG表格 Form TG

8 第四部 Part IV 最后,请在本部份签署及填上 日期.签署式样须与原受托人 记录相同. Finally, please sign with the signature identical to the record held with the original trustee and date this section. 您已填妥所需的转移表格,请参考第18页 所列之递交方法. You have now completed the transfer form and please go to Page

18 for submission details. 递交表格方法 Form Submission 第MPF(S)-P(P)号表格 Form MPF(S)-P(P)

9 第五部 Part V 第一部 Part I 本部份只需填写个人资料. Simply fill in your personal details here. 有意从多於一个强积金帐户转出累算权益 If you wish to transfer-out the accrued benefit from more than one MPF account 请就每个强积金帐户分别提交一份第MPF(S)-P(M)号表格. Please submit a separate Form MPF(S)-P(M) for EACH MPF account. 请依照以下步骤填写您的计划成员资金转移 申请表. Please follow the steps listed in this guide to fill in a Scheme Member'

s Request for Fund Transfer Form. 一般的累算权益转移 General accrued benefits transfer 第MPF(S)-P(M)号表格 Form MPF(S)-P(M)

10 第二部 Part II

1 填写本部份时,您知道有关富达以外的 强积金帐户资料越多,便越容易处理. 要评估您所拥有的强积金帐户资料, 请选择以下最适合您的情况: To fill in this section, the more information you have on your non- Fidelity MPF accounts, the lesser you will need to do. To help you assess, simply see which of the following statements you resonate with: 「我拥有受托人名称、计划名称和帐户 号码等有关强积金帐户的详情. 」 I have all information of my MPF account(s) , i.e. Trustee Name, Scheme Name and MPF Account Number. 帐户号码 Account No. 计划名称 Scheme Name 受托人名称 Trustee Name

2 「我知道我的强积金帐户受托人名称,但 忘记了计划名称和强积金帐户号码. 」 I know who my MPF account'

s trustee is, but I don'

t have my Scheme Name and MPF Account Number. 帐户号码 Account No. 计划名称 Scheme Name 受托人名称 Trustee Name ? ?

3 「我不知道谁在管理我的强积金帐户. 」 I don'

t know who is managing my MPF account(s). 帐户号码 Account No. 计划名称 Scheme Name 受托人名称 Trustee Name 参考第13页Go to Page

13 ? ? ? 第MPF(S)-P(M)号表格 Form MPF(S)-P(M)

11 您已经知道所需资料,请直接填写第二部. That'

s easy then, you have all the information you need, just proceed to filling in Part II. 注:

1 请注意您的供款帐户内的累算权益有可能於成员权益报表发出后,才因应您的受雇情况改变下而转 移至个人帐户.您可向该受托人查询并核对资料.

2 资料源自www.mpfa.org.hk,截至2016年12月1日.如欲查阅核准受托人之最新联络资料,请浏览积 金局网页. Notes:

1 Please note that your accrued benefits in your Contribution Account may be transferred to Personal Account after the issuance of the Member Benefit Statement due to change in employment status. You may check and verify the information with the trustee.

2 Data sourced from www.mpfa.org.hk, as of

1 December 2016. Please visit MPFA website for the latest contact details of approved trustees. 查阅受托人向您发出的最新成员权益报表1首页,便可找出受托人名称、 计划名称及强积金帐户号码,然后您便可填写第二部. Check the front page of your latest Member Benefit Statement1 from your MPF Trustee(s) for the Name of Trustee, Name of Scheme &

MPF Account Number. You may then fill in Part II. 另一个方法是向您的受托人查询.您只需按照以下的电话表2 ,致电有关 受托人查询.当您找出有关资料后,便可填写第二部. Alternatively, your trustee will have all the information and they are just a phone call away. To call them, please check for their phone number2 in the table below. Once you have the information, you may fill in Part II.

1 2 受托人名称 Name of Trustee 电话 Tel 友邦(信托)有限公司 AIA Company (Trustee) Limited

2200 6288 安盛理财策划信托有限公司 AXA Financial Services Trustees Limited

2802 2812 银联信托有限公司 Bank Consortium Trust Company Limited C 交通银行信托有限公司 Bank of Communications Trustee Limited

2239 5559 东亚银行(信托)有限公司 Bank of East Asia (Trustees) Limited

2211 1777 中银国际英国保诚信托有限公司 BOCI-Prudential Trustee Limited C 中国人寿信托有限公司 China Life Trustees Limited

3999 5555 Cititrust Limited C........