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本文件提供計劃成員資金轉移申請表的填寫指引，包括轉移選項和相關條款的定義。
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How to fill out explanatory notes on scheme
How to fill out Explanatory Notes on Scheme Member’s Request For Fund Transfer Form (Form MPF(S) – P(M))
01
Begin by obtaining the Scheme Member’s Request For Fund Transfer Form (Form MPF(S) – P(M)).
02
Locate the Explanatory Notes section on the form.
03
Write a clear and concise explanation of the reason for the fund transfer.
04
Include any relevant account information that supports your request.
05
Ensure that your explanation complies with the requirements set by the MPF guidelines.
06
Review the completed Explanatory Notes for clarity and correctness.
07
Sign and date the form to validate your request.
Who needs Explanatory Notes on Scheme Member’s Request For Fund Transfer Form (Form MPF(S) – P(M))?
01
Individuals who are members of an MPF scheme and wish to transfer their funds.
02
Employers who are assisting employees with their fund transfer requests.
03
Financial advisers or representatives handling MPF scheme member inquiries.
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What is Explanatory Notes on Scheme Member’s Request For Fund Transfer Form (Form MPF(S) – P(M))?
Explanatory Notes on Scheme Member’s Request For Fund Transfer Form (Form MPF(S) – P(M)) is a document that provides detailed guidance and explanations to assist scheme members in completing the form required for transferring their Mandatory Provident Fund (MPF) contributions from one scheme to another.
Who is required to file Explanatory Notes on Scheme Member’s Request For Fund Transfer Form (Form MPF(S) – P(M))?
All members of an MPF scheme who wish to transfer their accrued benefits from one MPF scheme to another are required to file the Explanatory Notes along with the Fund Transfer Form.
How to fill out Explanatory Notes on Scheme Member’s Request For Fund Transfer Form (Form MPF(S) – P(M))?
To fill out the Explanatory Notes, scheme members must carefully read the instructions provided, complete the required fields with accurate information about their previous and new scheme details, and ensure to include necessary identification and personal information.
What is the purpose of Explanatory Notes on Scheme Member’s Request For Fund Transfer Form (Form MPF(S) – P(M))?
The purpose of the Explanatory Notes is to ensure that scheme members understand the transfer process, their rights, and any implications related to the transfer of their MPF contributions, enhancing transparency and ease of completion.
What information must be reported on Explanatory Notes on Scheme Member’s Request For Fund Transfer Form (Form MPF(S) – P(M))?
The information that must be reported includes details of the member's current MPF scheme, proposed receiving scheme, member's personal identification details, and any relevant account information necessary to facilitate the transfer.
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