Forms & guides

Whether you are looking to start investing, plan for retirement or manage an existing account with Fidelity, you will find all the needed forms here. Printed copies can be sent to you via post upon request. You can also learn more about our products and services from a range of information documents and our quarterly newsletter.

(852) 2629 2629

Call our Fidelity Investor Hotline to request your copy.

 
MPF

 Consolidate my MPF

Are you still contributing your original account (non-Fidelity MPF)? ? "Original account"The MPF account which you are going to transfer out.

 Consolidate my MPF

Do you have any existing Personal Account with Fidelity?

 Consolidate my MPF

Here is the form that you would have to complete:

For transferring accrued benefits from a contribution account in an original scheme to Fidelity Retirement Master Trust during employment.
 

 Consolidate my MPF

Here are the two forms that you would have to complete:

For transferring accrued benefits from a contribution account in an original scheme to Fidelity Retirement Master Trust during employment.
 
For application of a Fidelity MPF personal account if your MPF benefits are currently with another MPF scheme.
 

 Consolidate my MPF

Has your new employer opened a new Contribution Account?

 Consolidate my MPF

Here is the form that you would have to complete:

For transferring your MPF assets to / consolidating your MPF assets under Fidelity Retirement Master Trust.
 

Alternatively, if you are unsure where your MPF accounts are outside Fidelity and would like to make an enquiry via Fidelity, here is the form you can complete:

 

 Consolidate my MPF

Here is the form that you would have to complete:

For transferring your MPF assets to / consolidating your MPF assets under Fidelity Retirement Master Trust.
 

Remark: Please submit form to your new employer

Alternatively, if you are unsure where your MPF accounts are outside Fidelity and would like to make an enquiry via Fidelity, here is the form you can complete:

 

 Consolidate my MPF

Do you have any existing Personal Account with Fidelity?

 Consolidate my MPF

Here is the form that you would have to complete:

For transferring your MPF assets to / consolidating your MPF assets under Fidelity Retirement Master Trust.
 

Alternatively, if you are unsure where your MPF accounts are outside Fidelity and would like to make an enquiry via Fidelity, here is the form you can complete:

 

 Consolidate my MPF

Here is the form that you would have to complete:

Alternatively, if you are unsure where your MPF accounts are outside Fidelity and would like to make an enquiry via Fidelity, here is the form you can complete:

 

 Make Withdrawals

Please indicate the reason for your withdrawal request
? Others refer to:
  • Permanent Departure From Hong Kong
  • Total Incapacity
  • Terminal Illness
  • Small Balance
  • Death

 Make Withdrawals

Here is the form that you would have to complete:

For more details, please refer our FAQs.

 Update personal information

Do you wish to change your name, HKID, passport and/or signature?

 Update personal information

Here is the form that you would have to complete:

 Update personal information

Please log into Fidelity Online to update your personal details:

Forgot Password ? >

 Manage my MPF after changing job

Who is your last MPF service provider?

 Manage my MPF after changing job

Who is your new MPF service provider?

 Manage my MPF after changing job

Here is the form that you would have to complete:

For transferring your MPF assets to / consolidating your MPF assets under Fidelity Retirement Master Trust.

 

Remarks: If no instruction received from you within 3 months from your termination date, your benefits will be retained in a Personal Account.

 Manage my MPF after changing job

Do you want to retain MPF account in Fidelity?

 Manage my MPF after changing job

Here is the form that you would have to complete:

For transferring your MPF assets to / consolidating your MPF assets under Fidelity Retirement Master Trust.

 

Remarks: If no instruction received from you within 3 months from your termination date, your benefits will be retained in a Personal Account.

 Manage my MPF after changing job

Please contact your new MPF service provider to obtain relevant forms.

 Manage my MPF after changing job

Has your new employer opened a new Contribution Account yet?

 Manage my MPF after changing job

Here is the form that you would have to complete:

For transferring your MPF assets to / consolidating your MPF assets under Fidelity Retirement Master Trust.

 

Alternatively, if you are unsure where your MPF accounts are outside Fidelity and would like to make an enquiry via Fidelity, here is the form you can complete:

 

 Manage my MPF after changing job

Here are the forms that you would have to complete:

For transferring your MPF assets to / consolidating your MPF assets under Fidelity Retirement Master Trust.

 

This form is also available from your employer.

 

Remark: Please submit both forms to your employer

Alternatively, if you are unsure where your MPF accounts are outside Fidelity and would like to make an enquiry via Fidelity, here is the form you can complete:

 

 Manage my MPF after changing job

Do you have any existing Personal Account with Fidelity?

 Manage my MPF after changing job

Here is the form that you would have to complete:

For transferring your MPF assets to / consolidating your MPF assets under Fidelity Retirement Master Trust.

 

Alternatively, if you are unsure where your MPF accounts are outside Fidelity and would like to make an enquiry via Fidelity, here is the form you can complete:

 

 Manage my MPF after changing job

Here is the form that you would have to complete:

Alternatively, if you are unsure where your MPF accounts are outside Fidelity and would like to make an enquiry via Fidelity, here is the form you can complete:

 
Enrolment & fund information
This form is also available from your employer.
 
For changing the investment allocation of your future contributions or re-allocating your existing assets.
 
Step-by-step instruction to guide you through the asset switching process
 
Transferring MPF assets
Information about the benefits and procedures of rolling over your MPF assets to a Fidelity account.
 
Information about the benefits of consolidating your MPF assets with Fidelity.
 
Step-by-step guide to filling in your transfer forms
 
For application of a Fidelity MPF personal account if your MPF benefits are currently with another MPF scheme.
 
For consolidating multiple MPF personal accounts into one account of your election. (This form is provided by the Mandatory Provident Fund Scheme Authority on www.mpfa.org.hk)
Remarks: If you are transferring any accrued benefits OUT of a guaranteed fund, you are required to submit Form TG together with this form.
 
For transferring accrued benefits from a contribution account in an original scheme to Fidelity Retirement Master Trust during employment.
 
Risk acknowledgement when transferring any accrued benefits OUT of a guaranteed fund and into Fidelity Retirement Master Trust.
 
For transferring your MPF assets to / consolidating your MPF assets under Fidelity Retirement Master Trust.
 
For employers
For changing employer details, including name, address and contact details.
 
For setting up employer voluntary contribution
 
Additional contributions
Employee voluntary contributions
For setting up voluntary contribution arrangements via your employer. You must be an existing Fidelity Retirement Master Trust member to apply.
 
Special Voluntary Contribution
Information about the Fidelity Special Voluntary Contribution Account.
 
For application of a Special Voluntary Contribution Account to make additional contributions.
 
For making a single payment into your Special Voluntary Contribution Account.
 
For setting up or changing your direct debit authorisation for a Special Voluntary Contribution Account, if your debiting account is a single name bank account.
 
For setting up or changing your direct debit authorisation for a Special Voluntary Contribution Account, if your debiting account is a joint name bank account.
 
For changing the amount of monthly contributions made by direct debit.
 
For withdrawing funds from or terminating your Special Voluntary Contribution Account.
 
ORSO
Fund information
For information about the benefits and procedures of rolling over your ORSO assets to a Fidelity account.
 
Miscellaneous