Handling your MPF assets when retiring
Enjoy retirement while continuing to invest
Be smart with your MPF investments and make the best of them
If you are a Fidelity MPF member, you will have access to your MPF assets when you reach the age of 65. You may continue to invest with us by keeping these assets in a Fidelity MPF Personal Account or having them rolled over to a Personal Investing account.
Find out about Personal Investing
If you have reached 65 and would like to claim your MPF benefits, you may do so through one of the following methods:
- Download and fill out Form MPF(S) – W(R), and send it to the address indicated on the document.
- Call the Fidelity Investor Hotline at (852) 2629 2629
Circumstances in which you may withdraw your MPF benefits before 65:
- Early retirement at 60
- Permanent departure from Hong Kong
- Small balance
- Total incapacity
- Terminal illness
For claiming accrued benefits at the early retirement age of 60, please fill in Form MPF(S) – W(R).
For claiming accrued benefits on other grounds, please use Form MPF(S) – W(O).
If you have an ORSO account, please consult your employer in regards to the terms and conditions of your pension plan.