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 Scheme ID and MPF membership number.

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

Forms

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)

IN61 for

SuperTrust Plus

(Sample)

INX1 for

ValueChoice

(Sample)

Personal Details Change Form 
Notify us of any changes to personal details, including 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 

(Sample)

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 lump sum deposit.
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 deposits by direct debit if the member has a regular Flexi-Contributions instruction.
INVT

Change of Investment Instruction Form
Change the investment instruction of your existing investments and/or future contributions and/or accrued benefits transferred from another Registered Scheme. This form is applicable if you want to:

  • Change the investment allocation of your existing investments, future contributions and accrued benefits transferred from another Registered Scheme. Appropriate units in your account will be redeemed (if applicable) in order to purchase other funds to meet your new investment allocation percentage; or
  • Change the investment allocation of your future contributions and accrued benefits transferred from another Registered Scheme only. The investment allocation of your existing investments will remain unchanged; or
  • Change the investment allocation of your existing investments only. The investment allocation of your future contributions and accrued benefits transferred from another Registered Scheme will remain unchanged; or
  • Exit the Default Investment Strategy (DIS). All of your existing investments, future contributions and accrued benefits transferred from another Registered Scheme will invest per the investment allocation immediately before you exit the DIS. For the avoidance of doubt, in such case, no subsequent rebalancing or de-risking of the investment allocation will be done with regard to existing investments, future contributions and accrued benefits transferred from another Registered Scheme.

INBP for SuperTrust Plus

INBV for ValueChoice

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)

(Sample

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)

Minimum MPF Benefits Transfer Form

Transfer your minimum MPF benefits from the ORSO scheme to an HSBC MPF scheme when you cease employment.

INMB

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 a written notice to the trustee about the cessation of the employment of the employee.

 

Please use the Chinese version of the 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

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 2 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 the declaration form if you would read the jurat in Chinese.

INSD

Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Attaining the Retirement Age of 65 or Early Retirement [Form MPF(S) - W(R)] (Fillable format available)

Claim in a lump sum or by instalments of the accrued benefits on the grounds of retirement at age 65 or early retirement at age 60.

Appropriate supporting documents and, where applicable, statutory declaration must be enclosed.

INPR (fillable format)

Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Permanent Departure from Hong Kong/Total Incapacity/Terminal Illness/Small Balance/ Death [Form MPF(S) - W(O)] (Fillable format available)

Claim the accrued benefits on the ground of permanent departure from Hong Kong/total incapacity/terminal illness/small balance/death.

Appropriate supporting documents and, where applicable, statutory declaration must be enclosed.

INPO (fillable format)

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Early Retirement INPO  (fillable format)

Supporting documentation for claiming accrued benefits on the ground of early retiremetn.

 

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD1)

Statutory Declaration for Claims for Payment of Accrued Benefits on Ground 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 the declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD2)

Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Small Balance

Supporting documentation for claiming accrued benefits on the grounds of small balance.

 

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD3)

Statutory Declaration Made by the Committee of the Estate of a Scheme Member for Claims for Payment of Accrued Benefits

Supporting documentation for claiming accrued benefits on the grounds of early retirement, small balance or permanent departure from Hong Kong by committee of estate on behalf of a mentally incapacitated scheme member.

 

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD4)

Certificate of a Person Having a Terminal Illness That Falls within Section 158(3) of the Mandatory Provident Fund Schemes (General) Regulation or Section 6(12G) of Schedule 2 to the Mandatory Provident Fund Schemes (Exemption) Regulation

Supporting documentation for claiming accrued benefits on the grounds of terminal illness

 

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

MPF(S)-W(T)

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.

 

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

MPF(S)-W(M)

Employer Consent Form for Employees Who Claim On The Ground of Terminal Illness

Obtain your employer consent to claim voluntary contributions derived from employer's voluntary contributions (if applicable) employer's ORSO transfers (if applicable), employer's special contributions (if applicable), employee's voluntary contributions (if applicable) and member's ORSO transfers (if applicable) on the ground of terminal illness during employment.

INGT

Flexi-Contributions - Partial Withdrawal/ Account Closure Request Form

Request a withdrawal or closure 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 after you have reached age 65.

INAT

Duplicate Statement Requisition Form

Request a duplicate copy of any previous statements (up to the previous 7 years). 

 

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

INFT
Forms

Form name

Description

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

Form download

(fillable format)

IN61 for

SuperTrust Plus

(Sample)

INX1 for

ValueChoice

(Sample)

Form name

Description

Personal Details Change Form 
Notify us of any changes to personal details, including address, contact number, email address and preferred language for correspondence, etc.

 

For any changes not listed on the form, please inform us in writing.

Form download

IN91 

(Sample)

Form name

Description

Change of Member Signature Specimen
To change the signature specimen.
Form download
IN92

Form name

Description

Flexi-Contributions Application Form
Set up a regular Flexi-Contribution account by monthly direct debit and/or lump sum deposit.
Form download
INPC

Form name

Description

Change of Regular Flexi-Contributions Instruction Form
Change the contribution amount, direct debit details or cancellation of regular Flexi-Contributions instruction.
Form download
INPA

Form name

Description

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.
Form download
IN55

Form name

Description

Flexi-Contributions Lump Sum Deposit Form
Make lump sum deposits by direct debit if the member has a regular Flexi-Contributions instruction.
Form download
INVT

Form name

Description

Change of Investment Instruction Form
Change the investment instruction of your existing investments and/or future contributions and/or accrued benefits transferred from another Registered Scheme. This form is applicable if you want to:

  • Change the investment allocation of your existing investments, future contributions and accrued benefits transferred from another Registered Scheme. Appropriate units in your account will be redeemed (if applicable) in order to purchase other funds to meet your new investment allocation percentage; or
  • Change the investment allocation of your future contributions and accrued benefits transferred from another Registered Scheme only. The investment allocation of your existing investments will remain unchanged; or
  • Change the investment allocation of your existing investments only. The investment allocation of your future contributions and accrued benefits transferred from another Registered Scheme will remain unchanged; or
  • Exit the Default Investment Strategy (DIS). All of your existing investments, future contributions and accrued benefits transferred from another Registered Scheme will invest per the investment allocation immediately before you exit the DIS. For the avoidance of doubt, in such case, no subsequent rebalancing or de-risking of the investment allocation will be done with regard to existing investments, future contributions and accrued benefits transferred from another Registered Scheme.
Form download

INBP for SuperTrust Plus

INBV for ValueChoice

Form name

Description

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.

Form download

INPM (fillable format)

(Sample

Form name

Description

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.

Form download
MPF(S)-P(P)

Form name

Description

Scheme Member's Request for Account Consolidation Form

Consolidate multiple personal accounts into one account.

Form download

MPF(S)-P(C)

(Download from MPFA's website)

Form name

Description

Minimum MPF Benefits Transfer Form

Transfer your minimum MPF benefits from the ORSO scheme to an HSBC MPF scheme when you cease employment.

Form download

INMB

Form name

Description

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 a written notice to the trustee about the cessation of the employment of the employee.

 

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

Form download
MPF(S)-C(SD)

Form name

Description

Statutory Declaration on reason on cessation of employment and Severance Payment/Long Service Payment

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 2 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 the declaration form if you would read the jurat in Chinese.

Form download
INSD

Form name

Description

Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Attaining the Retirement Age of 65 or Early Retirement [Form MPF(S) - W(R)] (Fillable format available)

Claim in a lump sum or by instalments of the accrued benefits on the grounds of retirement at age 65 or early retirement at age 60.

Appropriate supporting documents and, where applicable, statutory declaration must be enclosed.

Form download
INPR (fillable format)

Form name

Description

Claim Form for Payment of MPF Accrued Benefits (Benefits) on Grounds of Permanent Departure from Hong Kong/Total Incapacity/Terminal Illness/Small Balance/ Death [Form MPF(S) - W(O)] (Fillable format available)

Claim the accrued benefits on the ground of permanent departure from Hong Kong/total incapacity/terminal illness/small balance/death.

Appropriate supporting documents and, where applicable, statutory declaration must be enclosed.

Form download

INPO (fillable format)

Form name

Description

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Early Retirement INPO  (fillable format)

Supporting documentation for claiming accrued benefits on the ground of early retiremetn.

 

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

Form download
MPF(S)-W(SD1)

Form name

Description

Statutory Declaration for Claims for Payment of Accrued Benefits on Ground 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 the declaration form if you would read the jurat in Chinese.

Form download
MPF(S)-W(SD2)

Form name

Description

Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Small Balance

Supporting documentation for claiming accrued benefits on the grounds of small balance.

 

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

Form download
MPF(S)-W(SD3)

Form name

Description

Statutory Declaration Made by the Committee of the Estate of a Scheme Member for Claims for Payment of Accrued Benefits

Supporting documentation for claiming accrued benefits on the grounds of early retirement, small balance or permanent departure from Hong Kong by committee of estate on behalf of a mentally incapacitated scheme member.

 

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

Form download
MPF(S)-W(SD4)

Form name

Description

Certificate of a Person Having a Terminal Illness That Falls within Section 158(3) of the Mandatory Provident Fund Schemes (General) Regulation or Section 6(12G) of Schedule 2 to the Mandatory Provident Fund Schemes (Exemption) Regulation

Supporting documentation for claiming accrued benefits on the grounds of terminal illness

 

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

Form download
MPF(S)-W(T)

Form name

Description

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.

 

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

Form download
MPF(S)-W(M)

Form name

Description

Employer Consent Form for Employees Who Claim On The Ground of Terminal Illness

Obtain your employer consent to claim voluntary contributions derived from employer's voluntary contributions (if applicable) employer's ORSO transfers (if applicable), employer's special contributions (if applicable), employee's voluntary contributions (if applicable) and member's ORSO transfers (if applicable) on the ground of terminal illness during employment.

Form download
INGT

Form name

Description

Flexi-Contributions - Partial Withdrawal/ Account Closure Request Form

Request a withdrawal or closure of Flexi-Contributions.

Form download
INPD

Form name

Description

Partial Withdrawal Request Form

Request a withdrawal of benefits which are not subject to the MPF preservation requirements. Employer's approval may be required.

Form download
IN54

Form name

Description

Instructions for Treatment of Accrued Benefits after Retirement Age

Notify treatment of accrued benefits after you have reached age 65.

Form download
INAT

Form name

Description

Duplicate Statement Requisition Form

Request a duplicate copy of any previous statements (up to the previous 7 years). 

 

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

Form download
INFT

Documents

MPF Principal Brochure

Member Service Guide

HSBC MPF Overview

Service Channel Guide

Member Information

Investment Event

Others