Accounts | Forms and Document Download

HSBC HK
Accounts
Forms and Documents Download

Banking

(Current version) General Terms and Conditions [PDF] Download
(Effective 13 Feb 2026) General Terms and Conditions [PDF] Download
Account Rules for Hong Kong Dollar Statement Savings Account for Children [PDF] Download
Combinations Statement Savings Account Rules [PDF] Download
Conditions of Lease of Safe Deposit Locker (Individual) [PDF] Download
Conditions of Lease of Safe Deposit Locker (Joint Lessees) [PDF] Download
(Current version) Super Ease Account Terms and Conditions [PDF] Download
(Effective 13 Feb 2026) Super Ease Account Terms and Conditions [PDF] Download
(Effective 1 Nov 2025) Bank Tariff guide for HSBC Wealth and Personal Banking Customers [PDF] Download
(Effective 1 Jan 2026) Bank Tariff guide for HSBC Wealth and Personal Banking Customers [PDF] Download
Hong Kong Dollar Savings Account Rules [PDF] Download
Hong Kong Dollar Statement Savings Account Rules [PDF] Download
Renminbi Current Account Rules [PDF] Download
Renminbi Savings Account Rules (For Personal Renminbi Savings Account, Renminbi Trade Settlement Savings Account and Renminbi Savings Account (for Designated Business Customer)) [PDF] Download
Time Deposits - General Terms and Conditions [PDF] Download
University Student Account Terms and Conditions [PDF] Download
Change of Address/Telephone Number/Fax Number/Email Address Instruction Form (For Personal Customer) [PDF] Download
Change of Address and / or Customer Information Instructions Form (For Personal Customer) [PDF] Download
Documents to be Mailed in Chinese (For Personal Customer) [PDF] Download
Documents to be Mailed in Chinese (For Personal Customer) – Simplified Chinese Version [PDF] Download
Sanctions External Policy - Full Written Attestation [PDF] Download
HSBC’s Global Sanctions Policy Statement [PDF] Download
Data Privacy Notice [PDF] Download
Important note on using integrated account ATM card [PDF] Download
HSBC Money Safe Account Rules [PDF] Download

Personal Integrated Account

Personal Integrated Account Welcome Pack [PDF] Download
(Current version) Integrated Account Terms and Conditions [PDF] Download
(Effective 13 Feb 2026) Integrated Account Terms and Conditions [PDF] Download
Personal Integrated Account Summary of Key Terms [PDF] Download
HSBC Personal Banking Hotline [PDF] Download

Deposits and accounts

HKD Accounts Consolidation and Closure Form (for personal sole accounts only) [PDF] Download
Foreign Currency and Cross Boundary HKD Cheques Deposit Form [PDF] Download
Personal Account Opening Form [PDF] Download
Time Deposit / Deposit Plus Maturity Instructions Form [PDF] Download

Banking Service

Instruction from Hospitalised Account Holder [PDF] Download
Service Fee Waiver Application Form [PDF] Download
Certificate of Balance / Certificate of Interest / Statement / Cheque Copy / History Report Request Form (For Personal Customer) [PDF] Download

This is an interactive Adobe PDF form that cannot be viewed in browser. Please download the form to your local drive and open it with Adobe Reader.

Bank Reference Letter Application Form (For Personal Customer) [PDF] Download

This is an interactive Adobe PDF form that cannot be viewed in browser. Please download the form to your local drive and open it with Adobe Reader.

Request for "Chat With Us" / "HSBC HK RM Chat" Transcript [PDF] Download
Authorisation Form for Items to be Collected by Third Party [PDF] Download
Request for Receiving / Not Receiving Direct Marketing Contact and/or Information (Applicable for Personal Customer) [PDF] Download
Individual Tax Residency Self-Certification Form [PDF] Download
Overseas ATM Withdrawal Limit Activation/Modification/Cancellation Form (for HSBC Premier Junior Pack Cash Card / Cash Card Beneficiary Card / Business Debit Card / Company ATM Card / Company Credit Card Only) [PDF] Download
Close Account Request Form (Integrated Account) [PDF] Download
Customer Information Sheet for Requesting Personal Account Document Authentication at HSBC Overseas Branch [PDF] Download
Integrated Account Conversion Form [PDF] Download
Enquiry for the outstanding balance of the deceased's account request [PDF] Download
Close Account Request Form (For Personal Customer) [PDF] Download
Integrated Account Conversion Form (From Hong Kong Dollar Current Account or Hong Kong Dollar Current Account with Hong Kong Dollar / Foreign Currency Time Deposits Account / Wayfoong Statement Gold Account to Integrated Account) [PDF] Download
Checklist for HSBC Premier/HSBC One/Personal Integrated Account/Business Integrated Customers to take action after Consolidating/Closing Accounts [PDF] Download
FATCA Supplementary Information Sheet download the form from www.fatca.hsbc.com Modal

GBA Wealth Management Connect Account

(Southbound) HSBC GBA Wealth Management Connect Account Closure Request Form Download
(Northbound) GBA Wealth Management Connect Designated RMB Savings Closure Form Download

Forms and Documents Download of Other Accounts

Banking

Personal Integrated Account

Deposits and accounts

Banking Service

GBA Wealth Management Connect Account