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ORSO Forms and Documents

Forms

For employees

Form Name

Description

Form Download

Applicable for Defined Contribution Scheme

Form Download

Applicable for Defined Benefit Scheme

Member Application Form

Membership enrolment into your employer's ORSO scheme

 

INEN01 (fillable format)

Applicable for Defined Contribution Scheme

INEN51 (fillable format)

Applicable for Defined Benefit Scheme

Personal Details Change Form

Notify us of any changes to your personal details, including address, contact number and email address etc.

 

INCDEE01 (fillable format)

Applicable for Defined Contribution Scheme

INCDEE51 (fillable format)

Applicable for Defined Benefit Scheme

Change of Investment Instruction by Member

Change the investment allocation of your existing account balances and/or future contributions.

 

Please check with your employer whether this form is applicable to you as the rules and arrangement of retirement schemes may vary from one to another.

INCI06

Applicable for Defined Contribution Scheme

Not applicable

Member Termination Form

Cease membership from your employer’s ORSO scheme upon cessation of employment.

 

Please check with your employer which form is applicable to you as the rules and arrangement of retirement schemes may vary from one to another.

INTE01

Applicable for Defined Contribution Scheme without Deferred Member Arrangement under the Wayfoong Multi-funding System

 

INTE02

Applicable for Defined Contribution Scheme with Deferred Member Arrangement under the Wayfoong Multi-funding System

 

INTE51

Applicable for Defined Benefit Scheme

Deferred Member Account Application Form

If you are to cease membership in a designated retirement scheme established under the Wayfoong Multi-funding System and opt to apply for a member of the Wayfoong Multi-funding System Deferred Member Arrangement.

 

Please check with your employer whether this form is applicable to you as the rules and arrangement of retirement schemes may vary from one to another.

 

INDMAEN

Applicable for Wayfoong Multi-funding System Deferred Member Arrangement

 

Not applicable

Minimum MPF Benefits Transfer Form

Transfer the Minimum MPF Benefits from your employer’s ORSO scheme to an MPF scheme

 

INMMB01

Applicable for Defined Contribution Scheme and Defined Benefit Scheme

INMMB01

Applicable for Defined Contribution Scheme and Defined Benefit Scheme

Forms

For employees

Form Name

Description

Member Application Form

Membership enrolment into your employer's ORSO scheme

 

Form Download

Applicable for Defined Contribution Scheme

INEN01 (fillable format)

Applicable for Defined Contribution Scheme

Form Download

Applicable for Defined Benefit Scheme

INEN51 (fillable format)

Applicable for Defined Benefit Scheme

Form Name

Description

Personal Details Change Form

Notify us of any changes to your personal details, including address, contact number and email address etc.

 

Form Download

Applicable for Defined Contribution Scheme

INCDEE01 (fillable format)

Applicable for Defined Contribution Scheme

Form Download

Applicable for Defined Benefit Scheme

INCDEE51 (fillable format)

Applicable for Defined Benefit Scheme

Form Name

Description

Change of Investment Instruction by Member

Change the investment allocation of your existing account balances and/or future contributions.

 

Please check with your employer whether this form is applicable to you as the rules and arrangement of retirement schemes may vary from one to another.

Form Download

Applicable for Defined Contribution Scheme

INCI06

Applicable for Defined Contribution Scheme

Form Download

Applicable for Defined Benefit Scheme

Not applicable

Form Name

Description

Member Termination Form

Cease membership from your employer’s ORSO scheme upon cessation of employment.

 

Please check with your employer which form is applicable to you as the rules and arrangement of retirement schemes may vary from one to another.

Form Download

Applicable for Defined Contribution Scheme

INTE01

Applicable for Defined Contribution Scheme without Deferred Member Arrangement under the Wayfoong Multi-funding System

 

INTE02

Applicable for Defined Contribution Scheme with Deferred Member Arrangement under the Wayfoong Multi-funding System

 

Form Download

Applicable for Defined Benefit Scheme

INTE51

Applicable for Defined Benefit Scheme

Form Name

Description

Deferred Member Account Application Form

If you are to cease membership in a designated retirement scheme established under the Wayfoong Multi-funding System and opt to apply for a member of the Wayfoong Multi-funding System Deferred Member Arrangement.

 

Please check with your employer whether this form is applicable to you as the rules and arrangement of retirement schemes may vary from one to another.

 

Form Download

Applicable for Defined Contribution Scheme

INDMAEN

Applicable for Wayfoong Multi-funding System Deferred Member Arrangement

 

Form Download

Applicable for Defined Benefit Scheme

Not applicable

Form Name

Description

Minimum MPF Benefits Transfer Form

Transfer the Minimum MPF Benefits from your employer’s ORSO scheme to an MPF scheme

 

Form Download

Applicable for Defined Contribution Scheme

INMMB01

Applicable for Defined Contribution Scheme and Defined Benefit Scheme

Form Download

Applicable for Defined Benefit Scheme

INMMB01

Applicable for Defined Contribution Scheme and Defined Benefit Scheme

For employers

Form Name

Description

Form Download

Applicable for Defined Contribution Scheme

Form Download

Applicable for Defined Benefit Scheme

Schedule of Contributions

Report monthly contribution details

 

INSC01 (fillable format)

Applicable for Defined Contribution Scheme

 

INSC51 (fillable format)

Applicable for Defined Benefit Scheme

Change of Member Data Report

Notify us of any changes to your employees' salary, category ID and job grade etc.

 

INCDR01 (fillable format)

Applicable for Defined Contribution Scheme

INCDR51 (fillable format)

Applicable for Defined Benefit Scheme

only

Employer Change of Details Form

Notify us of any changes to your business name, address, contact person, contact number and email address etc.

 

INCDER01

Applicable for Defined Contribution Scheme and Defined Benefit Scheme

INCDER01

Applicable for Defined Contribution Scheme and Defined Benefit Scheme

Change of Investment Instruction by Employer

Change your investment allocation of existing account balances and/or future contributions

Not applicable

INCI51

Applicable for Defined Benefit Scheme

Payment Proof for Long Service Payment / Severance Payment

Request for a refund of vested benefits derived from employer's contributions for offsetting the Long Service Payment or Severance Payment paid to the member.

 

INLS01

Applicable for Defined Contribution Scheme and Defined Benefit Scheme

INLS01

Applicable for Defined Contribution Scheme and Defined Benefit Scheme

For employers

Form Name

Description

Schedule of Contributions

Report monthly contribution details

 

Form Download

Applicable for Defined Contribution Scheme

INSC01 (fillable format)

Applicable for Defined Contribution Scheme

 

Form Download

Applicable for Defined Benefit Scheme

INSC51 (fillable format)

Applicable for Defined Benefit Scheme

Form Name

Description

Change of Member Data Report

Notify us of any changes to your employees' salary, category ID and job grade etc.

 

Form Download

Applicable for Defined Contribution Scheme

INCDR01 (fillable format)

Applicable for Defined Contribution Scheme

Form Download

Applicable for Defined Benefit Scheme

INCDR51 (fillable format)

Applicable for Defined Benefit Scheme

only

Form Name

Description

Employer Change of Details Form

Notify us of any changes to your business name, address, contact person, contact number and email address etc.

 

Form Download

Applicable for Defined Contribution Scheme

INCDER01

Applicable for Defined Contribution Scheme and Defined Benefit Scheme

Form Download

Applicable for Defined Benefit Scheme

INCDER01

Applicable for Defined Contribution Scheme and Defined Benefit Scheme

Form Name

Description

Change of Investment Instruction by Employer

Change your investment allocation of existing account balances and/or future contributions

Form Download

Applicable for Defined Contribution Scheme

Not applicable

Form Download

Applicable for Defined Benefit Scheme

INCI51

Applicable for Defined Benefit Scheme

Form Name

Description

Payment Proof for Long Service Payment / Severance Payment

Request for a refund of vested benefits derived from employer's contributions for offsetting the Long Service Payment or Severance Payment paid to the member.

 

Form Download

Applicable for Defined Contribution Scheme

INLS01

Applicable for Defined Contribution Scheme and Defined Benefit Scheme

Form Download

Applicable for Defined Benefit Scheme

INLS01

Applicable for Defined Contribution Scheme and Defined Benefit Scheme

Investment Performance Report

The above Investment Performance Reports for ORSO Scheme are archived to provide historical information and are for reference only.