Log on to HSBC Internet Banking

Personal Internet Banking

Logon

Find out more

Download Forms and Documents

To ensure accurate processing of your requests, always check the form code and use the appropriate forms. You can refer to your enrolment confirmation notice to find out which scheme you are participating in and other details such as Employer ID and MPF membership number.

The Acrobat plug-in is required to view, download, fill out (applicable to fillable format only) or save the pdf documents.

Form Name
Description
Form Download
Employee Application Form (Fillable format available)
Enrol into your employer's MPF scheme.

Important note
Read our scheme information before you enrol

Download Principal Brochure
(fillable format)
IN51 for SuperTrust
IN61 for SuperTrust Plus
INM1 for SimpleChoice
INX1 for ValueChoice
Personal Details Change Form (Fillable format available)
Notify any change to personal details, including correspondence address, contact number, email address and preferred language for correspondence, etc.

For any changes not listed on the form, please inform us in writing.
IN91 (fillable format)
Change of Member Signature Specimen
To change the signature specimen.
IN92
Flexi-Contributions Application Form
Set up a regular Flexi-Contribution account by monthly direct debit and/or make lump sum deposit at any time.
INPC
Change of Regular Flexi-Contributions Instruction Form
Change the contribution amount, direct debit details or cancellation of regular Flexi-Contributions instruction.
INPA
Change of Additional Voluntary Contribution Arrangement Form
Give or change your regular additional voluntary contribution instructions.

This form must be signed by your employer as your employer will need to deduct your voluntary contributions from your payroll.
IN55
Flexi-Contributions Lump Sum Deposit Form
Make lump sum deposit at any time. Lump sum deposit can be made by direct debit if member has a regular Flexi-Contributions instruction.
INVT
Rebalance of Existing Portfolio Form
Change the investment allocation of your existing investments, new contributions and transfer-in MPF Benefits and AVC Benefits. Appropriate units in your account will be redeemed in order to purchase other funds to meet your new investment allocation.

For HSBC Mandatory Provident Fund - SimpleChoice
You may only rebalance your investment portfolio once per calendar year. Subsequent requests will be rejected.

'AVC Benefits' means benefits derived from voluntary contributions and/or Flexi-Contributions (if applicable).
INBT for SuperTrust
INBP for SuperTrust Plus
INBE for SimpleChoice
INBV for ValueChoice
Contribution Redirection Form
Change the investment allocation of your new contributions and transfer-in MPF Benefits and AVC Benefits only. The investment allocation of your existing investments will remain unchanged.

'AVC Benefits' means benefits derived from voluntary contributions and/or Flexi-Contributions (if applicable).
INRT for SuperTrust
INRP for SuperTrust Plus

INRV for ValueChoice

Not applicable to SimpleChoice
Asset Switch of Existing Balance Form
Change the investment allocation of your existing investments only. The investment allocation of your new contributions and transfer-in MPF Benefits and AVC Benefits will remain unchanged.

'AVC Benefits' means benefits derived from voluntary contributions and/or Flexi-Contributions (if applicable).
INST for SuperTrust
INSP for SuperTrust Plus

INSV for ValueChoice

Not applicable to SimpleChoice
Scheme Member's Request for Fund Transfer Form (Fillable format available)
Preserve your accrued benefits in the existing HSBC MPF scheme when you cease employment; Transfer your accrued benefits from another MPF scheme to an HSBC MPF scheme, or vice versa.
INPM (fillable format)
Employee Choice Arrangement ("ECA") - Transfer Election Form
Transfer your accrued benefits from the contribution account of the original scheme to the account of new scheme nominated by you during employment.
MPF(S)-P(P)
Scheme Member's Request for Account Consolidation Form
Consolidate multiple personal accounts into one account.
MPF(S)-P(C)
(Download from MPFA's website)
Statutory Declaration on Cessation of Employment
Supporting document for employee's cessation of employment and the date of cessation. This form is applicable in the circumstances where:
  • the trustee concerned is satisfied that the former employer cannot be located; or
  • the employer concerned refuses to submit written notice to the trustee about the cessation of the employment of the employee.
Please use the Chinese version of declaration form if you would read the jurat in Chinese.
MPF(S)-C(SD)
Statutory Declaration on reason on cessation of employment and Severance Payment / Long Service Payment and Transfer of Accrued Benefits with Outstanding Contributions
Supporting document for employee's cessation of employment and the date of cessation. This form is applicable in the circumstances where:
  • the employee concerned has accrued benefits attributable to the employer's voluntary contributions and/or ORSO transfer; or
  • the employee concerned has completed at least two years of service with the employer.
This form should be submitted together with the Statutory Declaration on Cessation of Employment (MPF(S)-C(SD)).

Please use the Chinese version of declaration form if you would read the jurat in Chinese.
INSD
Claim Form for Payment of Accrued Benefits (Fillable format available)
Claim for payment of accrued benefits.

Appropriate supporting documents and, where applicable, statutory declaration must be enclosed.
INPW (fillable format)
Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Early Retirement
Supporting documentation for claiming accrued benefits on the grounds of early retirement.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.
MPF(S)-W(SD1)
Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Permanent Departure from Hong Kong
Supporting documentation for claiming accrued benefits on the grounds of permanent departure from the Hong Kong SAR.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.
MPF(S)-W(SD2)
Statutory Declaration for Claims for Payment of Accrued Benefits from Small Balance Accounts
Supporting documentation for claiming accrued benefits on the grounds of small balance account.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.
MPF(S)-W(SD3)
Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Total Incapacity
Supporting documentation for claiming accrued benefits on the grounds of total incapacity. This form is applicable in circumstances where:
  • a former employee's last employment was terminated prior to becoming totally incapacitated and he/she is unable to obtain a letter from his/her last employer certifying that his/her particular kind of work has been terminated, or
  • an employee has been unemployed for more than seven years.
Please use the Chinese version of declaration form if you would read the jurat in Chinese.
MPF(S)-W(SD4)
Statutory Declaration made by Committee of Estate/Guardian of Member for Claims for Payment of Accrued Benefits on Grounds of Total Incapacity
Supporting documentation for claiming accrued benefits on the grounds of total incapacity by committee of estate/guardian on behalf of a mentally incapacitated member.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.
MPF(S)-W(SD5)
Certificate of a Person's Permanent Unfitness for a Particular Kind of Work
Supporting documentation for claiming accrued benefits on the grounds of total incapacity.
MPF(S)-W(M)
Flexi-Contributions - Partial Withdrawal/ Account Closure Request Form
Request a withdrawal of Flexi-Contributions.
INPD
Partial Withdrawal Request Form
Request a withdrawal of benefits which are not subject to the MPF preservation requirements. Employer's approval may be required.
IN54
Instructions for Treatment of Accrued Benefits after Retirement Age
Notify treatment of accrued benefits for each scheme financial year after you have reached age 65.
INAT
Duplicate Benefit Statement Requisition Form
Request a duplicate copy of any previous benefit statements (up to the previous seven years).

The handling charge is HKD50 per scheme financial year for each copy.
INFT