PDF《基於已达到 65 岁退休年龄或提早退休的理由而申索累算权益...》

Bank Consortium Trust Company Limited

1 银联信托有限公司 ver.

10-012018 CLAIM FORM FOR PAYMENT OF ACCRUED BENEFITS ON GROUND OF ATTAINING THE RETIREMENT AGE OF

65 OR EARLY RETIREMENT 基於已达到

65 岁退休年龄或提早退休的理由而申索累算权益的表格 MANDATORY PROVIDENT FUND SCHEMES ORDINANCE (CAP. 485) ( the Ordinance ) 《强制性公积金计划条例》(第485 章)(《条例》) Please read the following important notes before completing this Form. 填写本表格前,请先阅读下列重要资料: Filling In This Form 填写表格 (1) This Form is to be completed by any person who wishes to claim for payment of accrued benefits from a registered scheme on the ground of attaining the retirement age of

65 or early retirement only. For a claim made on the ground of early retirement, the scheme member must reach the age of

60 and have permanently ceased all employment and self-employment with no intention of becoming employed or self-employed again. For a claim for payment of accrued benefits on other grounds, please use Form MPF(S) C W(O). 本表格仅供拟基於已达到

65 岁退休年龄或提早退休的理由提出申 索,要求从一个注册计划提取累算权益的人士填报.若基於提早退休的理由提出申索,计划成员必须达到

60 岁,并已永久性地终止所有受雇及自雇工 作,且无意再次受雇或自雇.若基於其他理由申索累算权益,请填写第 MPF(S)CW(O)号表格. (2) If the claimant/scheme member wishes to withdraw accrued benefits from more than one registered scheme, please fill in a separate form for each registered scheme. 如申索人/计划成员拟从多於一个注册计划提取累算权益,须就每个注册计划填写一份表格. (3) Please submit the completed form and the required supporting documents to the approved trustee of the registered scheme concerned for processing the claim. If any information provided is incorrect or incomplete, the relevant approved trustee may not be able to process your request. 请把填妥的 表格及所需证明文件交予有关注册计划的核准受托人,以便处理有关申索.若提供的任何资料不正确或不完整,有关的核准受托人可能无法处理你的申 请. (4) Please read the explanatory notes carefully before completing this Form. 填写本表格前,请先细读注释. (5) The personal data to be supplied in support of this claim for payment of accrued benefits are to be used for processing your claim. The personal data you supply may, for such purpose, be transferred to the relevant service provider(s) and the government or regulatory bodies including the Mandatory Provident Fund Schemes Authority ( Authority ). 就此项申索累算权益申请提供的个人资料,将用作处理你的申索.你提供的个人资料可能会为该目 的而转交相关服务提供者及政府或规管机构,包括强制性公积金计划管理局(「管理局」). (6) Please complete this Form in block letters. Please do not use correction fluid and all amendment should be signed. 请用正楷填写此表格.请避免使 用涂改液及任何删改必须加签. (7) Please insert N.A. if not applicable. 请在不适用处填上「不适用」. (8) Please tick ? the appropriate box. 请在适用的方格内填上? 号. (9) * Please delete whichever is not applicable. * 请删去不适用者. Reminder Before Submitting a Claim 提交申索前须注意的事项 (10) Withdrawal of accrued benefits derived from voluntary contributions is subject to the governing rules of the registered scheme concerned. Please check the information from the offering document of the scheme concerned, which can be found on the website of the approved trustee of the scheme concerned. Please consult the relevant approved trustee for details. 提取由自愿性供款所产生的累算权益,须受有关注册计划的管限规则所 规限.详情请查阅有关计划的要约文件,而要约文件可於有关计划核准受托人的网站阅览.详情请向有关核准受托人查询. Factors to Consider before Selecting Withdrawal Option 选择提取方式前须考虑的因素 (11) Accrued benefits may be withdrawn on the ground of attaining the retirement age of

65 or early retirement either in a lump sum or by instalments. Before making any decision as regards the amount and timing of withdrawal of accrued benefits, please consider, among other things, your personal needs, risk tolerance level and financial circumstances carefully. The scheme member may be charged the necessary transaction costs for each withdrawal, and additional fees or financial penalties may be charged to or imposed on the scheme member if more than

4 withdrawals by instalments from the same MPF account are made in a calendar year. Please consult the relevant approved trustee for details. 若基於已达到

65 岁退休年龄或提 早退休的理由而申索累算权益,可以选择整笔提取或分期提取.在选择提取累算权益的金额及时间时,除了其他因素之外,请细心考虑你的个人需要、 风险承受能力及财政状况,然后才作决定.核准受托人可就每次提取向计划成员收取必需交易费用;

如计划成员在一个公历年内从同一个强积金帐户分 期提取权益超过

4 次,核准受托人可向该计划成员收取额外费用或施加罚款.详情请向有关的核准受托人查询. Enquiries 查询 (12) To avoid any delay in processing, please submit the completed Form with required documents stated in Section II. Upon completion of this Form, claimant/scheme member should give this Form to the approved trustee of the scheme concerned and the returned address is as follows : 为免延误 处理,请连同第 II 部中的所须文件一同递交本表格.申索人 / 计划成员填妥本表格后,应把表格交回有关的计划核准受托人,其回邮地址为 : Pension Services (AllianzGI) 银联信托有限公司 Bank Consortium Trust Company Limited 香港皇后大道中

183 号中远大厦

18 楼18/F, Cosco Tower,

183 Queen'

s Road Central, Hong Kong 退休金服务(安联) (13) Please feel free to contact Allianz MPF Members'

Direct at

2298 9000 for enquiries about account details and information on Allianz Global Investors MPF Plan or funds. 如欲查询帐户详情及安联强积金计划或基金的资料,请致电安联强积金成员专线

2298 9000. (14) For general enquiries regarding a claim for payment of accrued benefits, please contact the relevant approved trustee or the Authority (email: [email protected] or hotline:

2918 0102). 有关申索累算权益的一般查询,请联络有关的核准受托人或管理局(电邮地址:[email protected] 或 热线

电话:2918 0102). Reminder 请注意?Withdrawal of accrued benefits out of a guaranteed fund may result in some or all of the guarantee conditions not being satisfied;

thus affecting your entitlement to the guarantee. Please check the offering document of the scheme or consult the relevant approved trustee for details. 若从保证基金提取累算权益,可能导致计划成员不符合部分或所有保证条件,以致影响其享有保证的资格.详情请查阅计划的要约文件或向有关的核准受托人查询.?The price of fund units may change due to market fluctuations and may go down as well as up. The price of fund units on the date when you submit a claim form to the approved trustee may be different from that on the date when the fund units are redeemed. 基金单位价格会因市场波动而出现变化,单位价格可跌亦可升.你向核准受托人提交申索表格当日的基金单位价格,或会与赎回基金单位当日的价格有所不同.?If your accrued benefits are currently invested according to the Default Investment Strategy [ DIS ] of the scheme, you should be aware that the de- risking mechanism of the DIS starts at the age of 50. If the annual de-risking of your investments in the DIS and your claim for payment of accrued benefits take place at around the same time, the approved trustee of the scheme shall sequence the de-risking and the claim in accordance with its procedures and in compliance with the ordinance. Please consult the approved trustee of the scheme if you wish to know the details of how it will handle these transactions. 如现时你的累算权益是按照计划的预设投资策略(「预设投资」)投资,请留意预设投资的降低投资风险机制,会由计划成员年满50岁开始运作.如计划的核准受托人在预设投资下按年降低你的投资风险的时间,与接获你的申索权益申请的时间相当接近,该计划的核准受托人将根湓俗鞒绦蚣霸诜稀短趵饭娑ǖ那榭鱿,订定处理降低风险及申索权益的次序.如欲t解计划核准受托人如何处理该等交易,请向受托人查询详情.?If accrued benefits are not withdrawn in full, the remaining accrued benefits will continue to be invested. Investment involves risk and the price of fund units may go down as well as up. Past performance does not indicate future performance. In addition, where any accrued benefits continue to be invested in a guaranteed fund, the guarantee may cease to apply to any such accrued benefits. Please consult the relevant approved trustee for details. You should carefully consider factors such as your investment objectives, financial situation, risk tolerance level and key features (e.g. types and levels of risks, types and levels of fees and charges) of the registered scheme(s) and the constituent fund(s) concerned. Please refer to the Authority'

s publications available on the Authority'

s website (www.mpfa.org.hk). 如累算权益并非整笔提取,计划成员帐户内余下的累算权益将继续进行投资.投资涉及风险,基金单位价格可跌亦可升.过往表现并非未来表现的指标.此外,若余下的累算权益继续投资保证基金,其享有的保证或不再适用.详情请向有关的核准受托人查询.请详细考虑你的投资目标、财政状况、风险承受能力及有关的注册计划及成分基金的主要特点(例如风险种类及水平,及收费种类及水平).如欲t解详情,可於管理局的网站(www.mpfa.org.hk)参阅管理局印制的资讯刊物.FORM MPF(S) C W(R) 第MPF(S) C W(R)号表格 Bank Consortium Trust Company Limited

2 银联信托有限公司 ver.10-012018 SECTION ICDETAILS OF THE CLAIMANT Note

1 / SCHEME MEMBER 第I部C申索人 注1/计划成员资料 (1) Claimant 申索人 En........