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Download Forms and Documents
To ensure accurate processing of your requests, always check the 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 Scheme ID and MPF membership number.
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| Form Name Description |
Form Download |
|---|---|
|
Self-employed Application Form Apply to participate in an HSBC MPF scheme. Download Principal Brochure |
IN21 for SuperTrust IN31 for SuperTrust Plus IN41 for SimpleChoice |
| Self-employed Person Relevant Income Declaration Form Declare relevant income each year for MPF purposes. |
IN24 |
| Personal Details Change Form 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 |
| Change of Member Signature Specimen To change the signature specimen |
IN92 |
| New / Change of Direct Debit Instruction Notification Form Direct Debit Authorisation Notify an addition or change to a direct debit authorisation for your MPF scheme or a particular pay centre, and authorise deduction of MPF contributions from your bank account. These two forms must be submitted together. Paying your contributions through direct debit saves you time in writing and checking the payee and total amount for each payment. Please note that about two weeks' processing time is required to set up a direct debit authorisation for a bank account with HSBC or Hang Seng Bank, or about a month for other bank accounts. |
INDT for SuperTrust INDP for SuperTrust Plus INDE for SimpleChoice IN04 for SuperTrust IN14 for SuperTrust Plus INE4 for SimpleChoice |
| Rebalance of Existing Portfolio Form Change the investment allocation of both existing account balance and any future contributions or amounts transferred into your account. We will redeem the necessary units to rebalance the portfolio of your existing account balance. For SimpleChoice Your portfolio rebalance can be performed only once per calendar year. Subsequent requests will be rejected. |
INBT for SuperTrust INBP for SuperTrust Plus INBE for SimpleChoice |
| Contribution Redirection Form Change the investment allocation of any future contributions or amounts transferred into your account. The investment allocation of your existing account balance will remain unchanged. |
INRT for SuperTrust INRP for SuperTrust Plus Not applicable to SimpleChoice |
| Asset Switch of Existing Balance Form Switch all or some of the units from one fund or funds and then re-allocate the redeemed amount to another fund or across any of the funds. The investment allocation of any future contributions or amounts transferred into your account will remain unchanged. |
INST for SuperTrust INSP for SuperTrust Plus Not applicable to SimpleChoice |
| Additional Voluntary Contributions Arrangement Form Make regular or lump sum voluntary contributions, or cancel regular voluntary contribution instructions. |
INPS |
|
Scheme Member's Request for Fund Transfer Form Transfer of accrued benefits from another MPF scheme to an HSBC MPF scheme, or vice versa. It is also applicable for employees who cease employment to transfer their benefits to an individual preserved account. |
INPM |
| Claim Form for Payment of Accrued Benefits Claim for payment of accrued benefits. Appropriate supporting documents and, where applicable, statutory declaration must be enclosed. |
INPW |
| 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:
|
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) |
| Partial Withdrawal Request Form Request a withdrawal of benefits which are not subject to the MPF preservation requirements. |
IN22 |
| Instructions for Treatment of Accrued Benefits after Retirement Age Notify treatment of accrued benefits for each scheme financial year after age 65. |
INAT |
| Cessation of Self-employment / Transfer of Accrued Benefit Notification Form Report last contribution due to cessation of self-employment or transfer to another MPF scheme. |
IN23 for SuperTrust IN33 for SuperTrust Plus |
| Duplicate Remittance Statement Requisition Form Request a duplicate copy of any previous Remittance Statements (up to the previous seven years). The handling charge is HKD50 per statement (minimum HKD200 per request). |
INMT |
| Duplicate Benefit Statement Requisition Form Request a duplicate copy for any previous statements (up to the previous seven years). The handling charge is HKD50 per scheme financial year for each copy. |
INFT |
MPF Principal Brochure
Download the Principal Brochure - SuperTrust and SuperTrust Plus (version as of November 2009)
Download the Principal Brochure - SimpleChoice (version as of February 2010)
Enrolment Kit
Download the Enrolment Kit - SuperTrust (version as of August 2009)
Download the Enrolment Kit - SuperTrust Plus (version as of October 2009)
Download the Enrolment Kit - SimpleChoice (version as of February 2010)
Member's Guide
Download the Member's Guide - SuperTrust and SuperTrust Plus (version as of February 2010)
Annual Member Newsletter
Others
On-going Cost Illustrations
Personal data statement - SuperTrust and SuperTrust Plus
Personal data statement - SimpleChoice
MPF Member Hotline User's Guide
