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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 |
|---|---|
| Preserved Account Holder Application Form Apply to participate in an HSBC MPF scheme. Download Principal Brochure |
IN71 for SuperTrust IN81 for SuperTrust Plus IN77 for SimpleChoice |
| 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 |
| Personal Contributions Application Form Set up regular Personal Contributions via direct debit, or make ad hoc lump sum Personal Contributions. |
INPH |
| Personal Contributions Account Maintenance/Closure Request Form Notify any change to your regular Personal Contributions instructions, or closure of Personal Contributions account. |
INPP |
| Personal Contribution Lump Sum Deposit Form Make a lump sum personal contribution. |
INVT |
| Rebalance of Existing Portfolio Form Change the investment allocation of existing account balance and/or any future amounts transferred into your account. 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 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 in your account and then reallocate the redeemed amount to another fund or across any of the other funds. The investment allocation of any future amounts transferred into your account will remain unchanged. |
INST for SuperTrust INSP for SuperTrust Plus Not applicable to SimpleChoice |
| 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) |
| Personal Contributions Partial Withdrawal Request Form Request a withdrawal of benefits accrued from your Personal Contributions. |
INPD |
| Partial Withdrawal Request Form Request a withdrawal of benefits which are not subject to the MPF preservation requirements. |
IN72 |
| Instructions for Treatment of Accrued Benefits after Retirement Age Notify treatment of accrued benefits for each scheme financial year after age 65. |
INAT |
| 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
