You are required to submit the original Occupational Retirement Scheme Notification of Member Termination Form and a copy of receipt countersigned by both employer and leaving employee confirming the latter has received the SP/LSP.

If you have already made a claim for SP/LSP reimbursement in respect of the MPF benefits of the leaving employee from another trustee, you are also required to provide supporting document(s) stating the amount of SP/LSP offset by that trustee.

It is the responsibility of the employers not to duplicate their SP/LSP offset claim from both MPF and ORSO schemes should the schemes be managed by different trustees.

In relation to a member of a relevant scheme, the “minimum MPF benefits” is the lesser of

• the vested benefits accrued during the years of post-MPF services; and
• 1.2 x final average monthly relevant income (maximum: HK$20,000) x years of post-MPF service.

As required under the Regulation, the vested benefits of employees who join an MPF exempted ORSO scheme after the MPF commencement date ("New Members") will be subject to portability, withdrawal and preservation requirements up to an amount equivalent to the “minimum MPF benefits” upon cessation of employment. Such benefits are required to be transferred to and preserved in an MPF scheme.

For those members who joined the scheme on or before the MPF commencement date ("Existing Members"), their benefits vested will be calculated and withdrawn in accordance to the scheme rules. However, their “minimum MPF benefits” cannot be forfeited in the event of summary dismissal.

You should notify AIAPT in writing for the following changes of employer's information:

• Business Name/Legal Entity
• Registered/Correspondence Address
• Contact Person
• Phone/Fax Number

Please also provide relevant supporting document(s) where appropriate.

For changes of members’ information including change of monthly salary, division/department code, grade/benefit plan, please submit the “Notice of Change of Existing Member Form”.