Personal Account and Fund Transfer Application Form

  • 1Personal Information
  • 2Investment Allocation
  • 3Transfer-out Account Information
  • 4Transfer-In Account Options
  • 5Preview and Generate PDF Form
  • 1Personal Information
  • 2Investment Allocation
  • 3Transfer-out Account Information
  • 4Transfer-In Account Options
  • 5Preview and Generate PDF Form
  • 1Personal Information
  • 2Investment Allocation
  • 3Transfer-out Account Information
  • 4Transfer-In Account Options
  • 5Preview and Generate PDF Form
  • 1Personal Information
  • 2Investment Allocation
  • 3Transfer-out Account Information
  • 4Transfer-In Account Options
  • 5Preview and Generate PDF Form
  • 1Personal Information
  • 2Investment Allocation
  • 3Transfer-out Account Information
  • 4Transfer-In Account Options
  • 5Preview and Generate PDF Form

Part 1 - Personal Information


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)

Part 2 - Investment Allocation

Transfer-in assets shall be invested in the following manner:

Name of Constituent Funds
Mandatory Contribution (%)
Voluntary Contribution (%)
Default Investment Strategy

Name of Constituent Funds
Mandatory Contribution (%)
Voluntary Contribution (%)
Name of Constituent Funds
Mandatory Contribution (%)
Voluntary Contribution (%)
Name of Constituent Funds
Mandatory Contribution (%)
Voluntary Contribution (%)
Name of Constituent Funds
Mandatory Contribution (%)
Voluntary Contribution (%)
Core Accumulation Fund

Age 65 Plus Fund

Name of Constituent Funds
Mandatory Contribution (%)
Voluntary Contribution (%)
Name of Constituent Funds
Mandatory Contribution (%)
Voluntary Contribution (%)

Part 3 - Transfer-out Account Information

?

Please also sign the attached "Form TG"


X

?

Please also sign the attached "Form TG"


X

?

Please also sign the attached "Form TG"


X

?

Please also sign the attached "Form TG"


X

?

Please also sign the attached "Form TG"


Part 4 - Transfer-In Account Options

?

?

?

?

?

Part 5 - Preview and Generate PDF Form

Salutation:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prof.
Member's English Name:
{{info.givenName}} {{info.surname}}
Member's Chinese Name:
{{info.chineseName}}
Gender:
{{info.gender == "M" ? "Male" : "Female"}}
HKID Card No.:
{{info.idChar | uppercase_custom}} {{info.idNum}} ({{info.idLast | uppercase_custom}})
Date of Birth:
{{info.bdayD}}/{{info.bdayM}}/{{info.bdayY}}
Mobile No.:
{{info.mobileNo}}
Contact Tel. No.:
{{info.phoneNo}}
Passport No.:
{{info.passportNo | uppercase_custom}}
Do you want to register the e-Message Service?
{{info.emessageService == "Y" ? "Yes" : "No"}}
Which Language do you prefer?
{{info.emessageServiceLang == "C" ? "Chinese" : "English"}}
Which medium will you choose to receive e-Message?
SMS, Email
SMS
Email
Email Address:
{{info.personEmail}}
Residential Address:
{{info.residentialAddress}}
Default Investment Strategy
{{info.mFund20}}%
Asia Pacific Equity Fund
{{info.mFund8}}%
Global Equity Fund
{{info.mFund9}}%
Hong Kong Equity Fund
{{info.mFund10}}%
Fidelity Hong Kong Tracker Fund
{{info.mFund11}}%
Growth Fund
{{info.mFund14}}%
Balanced Fund
{{info.mFund12}}%
Stable Growth Fund
{{info.mFund15}}%
Capital Stable Fund
{{info.mFund13}}%
Core Accumulation Fund
{{info.mFund21}}%
Age 65 Plus Fund
{{info.mFund22}}%
Hong Kong Bond Fund
{{info.mFund16}}%
RMB Bond Fund
{{info.mFund17}}%
World Bond Fund
{{info.mFund18}}%
MPF Conservative Fund
{{info.mFund19}}%
Fidelity SaveEasy 2050 Fund
{{info.mFund7}}%
Fidelity SaveEasy 2045 Fund
{{info.mFund6}}%
Fidelity SaveEasy 2040 Fund
{{info.mFund5}}%
Fidelity SaveEasy 2035 Fund
{{info.mFund4}}%
Fidelity SaveEasy 2030 Fund
{{info.mFund3}}%
Fidelity SaveEasy 2025 Fund
{{info.mFund2}}%
Fidelity SaveEasy 2020 Fund
{{info.mFund1}}%
Default Investment Strategy
{{info.vFund20}}%
Asia Pacific Equity Fund
{{info.vFund8}}%
Global Equity Fund
{{info.vFund9}}%
Hong Kong Equity Fund
{{info.vFund10}}%
Fidelity Hong Kong Tracker Fund
{{info.vFund11}}%
Growth Fund
{{info.vFund14}}%
Balanced Fund
{{info.vFund12}}%
Stable Growth Fund
{{info.vFund15}}%
Capital Stable Fund
{{info.vFund13}}%
Core Accumulation Fund
{{info.vFund21}}%
Age 65 Plus Fund
{{info.vFund22}}%
Hong Kong Bond Fund
{{info.vFund16}}%
RMB Bond Fund
{{info.vFund17}}%
World Bond Fund
{{info.vFund18}}%
MPF Conservative Fund
{{info.vFund19}}%
Fidelity SaveEasy 2050 Fund
{{info.vFund7}}%
Fidelity SaveEasy 2045 Fund
{{info.vFund6}}%
Fidelity SaveEasy 2040 Fund
{{info.vFund5}}%
Fidelity SaveEasy 2035 Fund
{{info.vFund4}}%
Fidelity SaveEasy 2030 Fund
{{info.vFund3}}%
Fidelity SaveEasy 2025 Fund
{{info.vFund2}}%
Fidelity SaveEasy 2020 Fund
{{info.vFund1}}%
Name of Original Trustee:
{{info.originalTrustee1}}
Name of Original Scheme:
{{info.orginalScheme1}}
Type of original MPF Account:
{{info.personalAccountNo1}}
Contribution Account No.:
{{info.contributionAccount1}}
Name of Former Employer:
{{info.formerEmployer1}}
Employer Identification No.:
{{info.employerId1}}
Are you transferring your accrued benefits out of a guaranteed fund you are currently investing?
{{info.transferBenefit1 == "1" ? "Yes" : "No"}}
Name of Original Trustee:
{{info.originalTrustee2}}
Name of Original Scheme:
{{info.orginalScheme2}}
Type of original MPF Account:
{{info.personalAccountNo2}}
Contribution Account No.:
{{info.contributionAccount2}}
Name of Former Employer:
{{info.formerEmployer2}}
Employer Identification No.:
{{info.employerId2}}
Are you transferring your accrued benefits out of a guaranteed fund you are currently investing?
{{info.transferBenefit2 == "1" ? "Yes" : "No"}}
Name of Original Trustee:
{{info.originalTrustee3}}
Name of Original Scheme:
{{info.orginalScheme3}}
Type of original MPF Account:
{{info.personalAccountNo3}}
Contribution Account No.:
{{info.contributionAccount3}}
Name of Former Employer:
{{info.formerEmployer3}}
Employer Identification No.:
{{info.employerId3}}
Are you transferring your accrued benefits out of a guaranteed fund you are currently investing?
{{info.transferBenefit3 == "1" ? "Yes" : "No"}}
Name of Original Trustee:
{{info.originalTrustee4}}
Name of Original Scheme:
{{info.orginalScheme4}}
Type of original MPF Account:
{{info.personalAccountNo4}}
Contribution Account No.:
{{info.contributionAccount4}}
Name of Former Employer:
{{info.formerEmployer4}}
Employer Identification No.:
{{info.employerId4}}
Are you transferring your accrued benefits out of a guaranteed fund you are currently investing?
{{info.transferBenefit4 == "1" ? "Yes" : "No"}}
Name of Original Trustee:
{{info.originalTrustee5}}
Name of Original Scheme:
{{info.orginalScheme5}}
Type of original MPF Account:
{{info.personalAccountNo5}}
Contribution Account No.:
{{info.contributionAccount5}}
Name of Former Employer:
{{info.formerEmployer5}}
Employer Identification No.:
{{info.employerId5}}
Are you transferring your accrued benefits out of a guaranteed fund you are currently investing?
{{info.transferBenefit5 == "1" ? "Yes" : "No"}}
Scheme Member Account No.:
{{info.accountNo1}}
Name of New Employer:
{{info.newEmployer1}}
Do you have voluntary contribution in your original scheme?
{{info.haveVoluntary1 == "1" ? "Yes" : "No"}}
Treatment of Voluntary Contribution:
{{info.treatment1 == "0" ? "Handle in the same way as mandatory contribution" : "Withdraw in accordance with the governing rules of the original scheme"}}
Withdrawal Method:
{{info.withdrawMethod1 == "0" ? "Transfer it in units to special voluntary contribution (SVC) in Fidelity" : ""}}{{info.withdrawMethod1 == "1" ? "Pay it by cheque": ""}}{{info.withdrawMethod1 == "2" ? "Deposit directly to the bank account under my name" : ""}}
Is your bank account an overseas bank account?
{{info.hasOverseasAcc1 == "Y" ? "Yes" : "No"}}
Name of Bank:
{{info.bankName1}}
Name of Bank Account Holder:
{{info.bankAccountHolder1}}
Bank Account Number:
{{info.bankAccountNumber1}}
Overseas Bank Detail Address:
{{info.overseasBankDetailAddress1}}
SWIFT Code / ABA No for Overseas Bank:
{{info.swiftCode1}}
Name of Correspondent Bank in Hong Kong:
{{info.correspondentBank1}}
SWIFT Code / ABA No. for correspondent bank in Hong Kong:
{{info.correspondentBankSwiftCode1}}
Scheme Member Account No.:
{{info.accountNo2}}
Name of New Employer:
{{info.newEmployer2}}
Do you have voluntary contribution in your original scheme?
{{info.haveVoluntary2 == "1" ? "Yes" : "No"}}
Treatment of voluntary contribution:
{{info.treatment2 == "0" ? "Handle in the same way as mandatory contribution" : "Withdraw in accordance with the governing rules of the original scheme"}}
Withdrawal Method:
{{info.withdrawMethod2 == "0" ? "Transfer it in units to special voluntary contribution (SVC) in Fidelity" : ""}}{{info.withdrawMethod2 == "1" ? "Pay it by cheque": ""}}{{info.withdrawMethod2 == "2" ? "Deposit directly to the bank account under my name" : ""}}
Is your bank account an overseas bank account?
{{info.hasOverseasAcc2 == "Y" ? "Yes" : "No"}}
Name of Bank:
{{info.bankName2}}
Name of Bank Account Holder:
{{info.bankAccountHolder2}}
Bank Account Number:
{{info.bankAccountNumber2}}
Overseas Bank Detail Address:
{{info.overseasBankDetailAddress2}}
SWIFT Code / ABA No for Overseas Bank:
{{info.swiftCode2}}
Name of Correspondent Bank in Hong Kong:
{{info.correspondentBank2}}
SWIFT Code / ABA No. for correspondent bank in Hong Kong:
{{info.correspondentBankSwiftCode2}}
Scheme Member Account No.:
{{info.accountNo3}}
Name of New Employer:
{{info.newEmployer3}}
Do you have voluntary contribution in your original scheme?
{{info.haveVoluntary3 == "1" ? "Yes" : "No"}}
Treatment of voluntary contribution:
{{info.treatment3 == "0" ? "Handle in the same way as mandatory contribution" : "Withdraw in accordance with the governing rules of the original scheme"}}
Withdrawal Method:
{{info.withdrawMethod3 == "0" ? "Transfer it in units to special voluntary contribution (SVC) in Fidelity" : ""}}{{info.withdrawMethod3 == "1" ? "Pay it by cheque": ""}}{{info.withdrawMethod3 == "2" ? "Deposit directly to the bank account under my name" : ""}}
Is your bank account an overseas bank account?
{{info.hasOverseasAcc3 == "Y" ? "Yes" : "No"}}
Name of Bank:
{{info.bankName3}}
Name of Bank Account Holder:
{{info.bankAccountHolder3}}
Bank Account Number:
{{info.bankAccountNumber3}}
Overseas Bank Detail Address:
{{info.overseasBankDetailAddress3}}
SWIFT Code / ABA No for Overseas Bank:
{{info.swiftCode3}}
Name of Correspondent Bank in Hong Kong:
{{info.correspondentBank3}}
SWIFT Code / ABA No. for correspondent bank in Hong Kong:
{{info.correspondentBankSwiftCode3}}
Scheme Member Account No.:
{{info.accountNo4}}
Name of New Employer:
{{info.newEmployer4}}
Do you have voluntary contribution in your original scheme?
{{info.haveVoluntary4 == "1" ? "Yes" : "No"}}
Treatment of voluntary contribution:
{{info.treatment4 == "0" ? "Handle in the same way as mandatory contribution" : "Withdraw in accordance with the governing rules of the original scheme"}}
Withdrawal Method:
{{info.withdrawMethod4 == "0" ? "Transfer it in units to special voluntary contribution (SVC) in Fidelity" : ""}}{{info.withdrawMethod4 == "1" ? "Pay it by cheque": ""}}{{info.withdrawMethod4 == "2" ? "Deposit directly to the bank account under my name" : ""}}
Is your bank account an overseas bank account?
{{info.hasOverseasAcc4 == "Y" ? "Yes" : "No"}}
Name of Bank:
{{info.bankName4}}
Name of Bank Account Holder:
{{info.bankAccountHolder4}}
Bank Account Number:
{{info.bankAccountNumber4}}
Overseas Bank Detail Address:
{{info.overseasBankDetailAddress4}}
SWIFT Code / ABA No for Overseas Bank:
{{info.swiftCode4}}
Name of Correspondent Bank in Hong Kong:
{{info.correspondentBank4}}
SWIFT Code / ABA No. for correspondent bank in Hong Kong:
{{info.correspondentBankSwiftCode4}}
Scheme Member Account No.:
{{info.accountNo5}}
Name of New Employer:
{{info.newEmployer5}}
Do you have voluntary contribution in your original scheme?
{{info.haveVoluntary5 == "1" ? "Yes" : "No"}}
Treatment of voluntary contribution:
{{info.treatment5 == "0" ? "Handle in the same way as mandatory contribution" : "Withdraw in accordance with the governing rules of the original scheme"}}
Withdrawal Method:
{{info.withdrawMethod5 == "0" ? "Transfer it in units to special voluntary contribution (SVC) in Fidelity" : ""}}{{info.withdrawMethod5 == "1" ? "Pay it by cheque": ""}}{{info.withdrawMethod5 == "2" ? "Deposit directly to the bank account under my name" : ""}}
Is your bank account an overseas bank account?
{{info.hasOverseasAcc5 == "Y" ? "Yes" : "No"}}
Name of Bank:
{{info.bankName5}}
Name of Bank Account Holder:
{{info.bankAccountHolder5}}
Bank Account Number:
{{info.bankAccountNumber5}}
Overseas Bank Detail Address:
{{info.overseasBankDetailAddress5}}
SWIFT Code / ABA No for Overseas Bank:
{{info.swiftCode5}}
Name of Correspondent Bank in Hong Kong:
{{info.correspondentBank5}}
SWIFT Code / ABA No. for correspondent bank in Hong Kong:
{{info.correspondentBankSwiftCode5}}

Part 5 - Preview and Generate PDF Form