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
 Death

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.