EARLY WITHDRAWAL OF MPF

Company Secretarial

Previously, Centre O have talked about the circumstances for Early Withdrawal of MPF. Let us recap the scenarios:

  1. Early Retirement
  2. Permanent Departure from Hong Kong
  3. Total Incapacity
  4. Terminal Illness
  5. Small Balance
  6. Death

Required documents for Early Withdrawal of MPF

If you experiences any of the circumstances above and decide to withdraw your MPF. Then you should send a claim form to your trustee(s) of relevant MPF scheme(s) with the below required documents.

Early Withdrawal GroundsRequired Documents
Early Retirement-Identity document (e.g. HKID card)
-Claim form [MPF(S) – W(R)]
-Statutory -declaration* form [MPF(S) – W(SD1)]
Permanent departure from Hong Kong-Identity document (e.g. HKID card)
-Claim form [MPF(S) – W(O)]
-Statutory declaration* form [MPF(S) – W(SD2)]
-Documentary proof satisfying the trustee that the member is permitted to reside in a place outside Hong Kong
Total incapacity-Identity document (e.g. HKID card)
-Claim form [MPF(S) – W(O)]
-Certificate of a person’s permanent unfitness for a particular kind of work” form [MPF(S) – W(M)]
Terminal illness-Identity document (e.g. HKID card)
-Claim form [MPF(S) – W(O)]
-Certificate of a person’s permanent unfitness for a particular kind of work” form [MPF(S) – W(M)]
Small balance-Identity document (e.g. HKID card)
-Claim form [MPF(S) – W(O)]
-Certificate of a person’s permanent unfitness for a particular kind of work” form [MPF(S) – W(M)]
Death-Identity document of the personal representative (e.g. HKID card)
-Claim form [MPF(S) – W(O)]
-Letter of Administration or Probate

Notes to Statutory Declaration*

  • Undoubtedly, original application form must be filed.
  • Either signed by a Commissioner of Oaths, Notary Public or Justice of the Peace in Hong Kong; or
  • If overseas, equally, declaration must be signed and sealed by overseas:
    • A Notary Public; or
    • An authorised under the law of that place to administer an oath; or
    • A person authorised under the law of that place to take a statutory declaration.

How long does it take for the MPF payout?

On the whole, trustees need to payout your MPF within 30 days upon receiving all documents

For further information, please contact us.

You may want to read: Why MPFA is not authorising my request of releasing my money?

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