Download Forms and Documents

To ensure accurate processing of your requests, always check the code and use the appropriate forms. All forms or written notices must be signed by at least one authorised person designated on the Authorised Signatures Specimen form to give instructions for the corresponding transactions. If you have not yet submitted the above form to us, the authorised person will be the party who signed the Employer Application Form.

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Form Name Description	Form Download
Employer Application Form Apply to participate in an HSBC MPF scheme. Download Principal Brochure	IN01 for SuperTrust IN11 for SuperTrust Plus INE1 for SimpleChoice INV1 for ValueChoice
Additional Voluntary Contribution Application Form Set up additional voluntary contributions for your company's MPF scheme.	IN02 for SuperTrust IN12 for SuperTrust Plus INE2 for SimpleChoice INV2 for ValueChoice
Employer Change of Details Form Notify any change to your business name, address, contact person, contact number, email address and preferred language for correspondence. For changes not listed on the form, please inform us in writing.	IN05
Payment Proof for Long Service Payment / Severance Payment Supporting documentation for requesting a refund of accrued benefits derived from employer's contributions for offsetting Long Service Payment or Severance Payment.	INLS
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 INDV for ValueChoice IN04 for SuperTrust IN14 for SuperTrust Plus INE4 for SimpleChoice INV4 for ValueChoice
Authorised Signatures Specimen Notify or change the signature specimen of your authorised persons and their authority level. At least one person must be authorised for each type of transaction: Contribution payments, ie submit a Remittance Statement and report employee termination Benefit payments, ie approve employee's partial withdrawal request (where employer's approval is required due to contractual arrangements) and supporting documents for claims Reserve account fund switching, ie change investment allocation for your reserve account	INY1
Change of Member's Employment Details Notification Form Notify any change to your employees' pay centre, class or member type.	INY2
Member Transfer Form Transfer employees between companies whereby the new employer agrees to recognise the employee's length of employment with the existing employer for the purpose of making a Long Service Payment or Severance Payment.	INET
Participating Employer's Request for Fund Transfer Form Notify any transfer of employees to another company's MPF scheme due to a change in business ownership or transfer of employment between companies. This form should be submitted within the permitted period together with the Member Transfer Form (INET). Please see Intra-Group Transfers for details to ensure that the appropriate procedures are followed. This form is also applicable for transferring an MPF scheme between different MPF service providers.	INPE
Pay Centre Set Up Form Set up different pay centres for employees with different payroll cycles. It is also applicable for setting up different pay centres for enrolling casual and non-casual employees in order to separate the remittance of contributions due to different payment deadlines under the MPF legislation.	IN03
Rebalance of Reserve Account Portfolio Form Change the investment allocation of both your existing reserve account balance and any future unvested benefits.	IN06 for SuperTrust IN16 for SuperTrust Plus INE6 for SimpleChoice INV6 for ValueChoice
Reserve Redirection Form Change the investment allocation of any future unvested benefits.	IN07 for SuperTrust IN17 for SuperTrust Plus INE7 for SimpleChoice INV7 for ValueChoice
Asset Switch of Existing Balance of Reserve Account Form Switch all or some of the units from one fund or funds in your reserve account and then reallocate the redeemed amount to another fund or across any of the other funds. Any future amounts transferred into the account will continue to follow your latest investment allocation instruction.	IN08 for SuperTrust IN18 for SuperTrust Plus INE8 for SimpleChoice INV8 for ValueChoice
Remittance Statement - Non-daily Contribution Report relevant income and contributions for non-daily paid employees.	INB1a for SuperTrust INB2a for SuperTrust Plus INB7a for SimpleChoice INBAa for ValueChoice
Remittance Statement - Daily Contribution Report relevant income and contributions for daily paid casual employees.	INB1 for SuperTrust INB2 for SuperTrust Plus INB7 for SimpleChoice INBA for ValueChoice
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 Annual Statement Requisition Form Request a duplicate copy for any previous annual statements (up to the previous seven years). The handling charge is HKD50 per scheme financial year for each copy.	INYE

MPF Principal Brochure

Download the Principal Brochure - SuperTrust and SuperTrust Plus (version as of 1 December 2011) (New)
Download the Principal Brochure - SimpleChoice (version as of 1 December 2011) (New)
Download the Principal Brochure - ValueChoice (version as of 23 February 2011)

Enrolment Kit

Download the Enrolment Kit - SuperTrust (version as of November 2011) (New)
Download the Enrolment Kit - SuperTrust Plus (version as of November 2011) (New)
Download the Enrolment Kit - SimpleChoice (version as of November 2011) (New)
Download the Brief Introduction - ValueChoice (version as of November 2011) (New)

Brief Introduction

Download the Brief Introduction - SuperTrust, SuperTrust Plus, SimpleChoice and ValueChoice (version as of December 2011) (New)

MPF Guide

Download the MPF Guide - SuperTrust and SuperTrust Plus (version as of November 2011) (New)
Download the MPF Guide - SimpleChoice (version as of November 2011) (New)

EssenceLife

November 2011 Edition
August 2011 Edition
May 2011 Edition
February 2011 Edition

Others

On-going Cost Illustrations
Illustrative example for annual fees of MPF Conservative Fund - SuperTrust
Illustrative example for annual fees of MPF Conservative Fund - SuperTrust Plus
Illustrative example for annual fees of MPF Conservative Fund - SimpleChoice
Illustrative example for annual fees of MPF Conservative Fund - ValueChoice
Personal data statement - SuperTrust and SuperTrust Plus
Personal data statement - SimpleChoice
Personal data statement - ValueChoice
MPF Member Hotline User's Guide (New)