Employers

Employer Application Form

Apply to participate in an HSBC MPF scheme.

Download MPF Scheme Brochure

IN11

Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF)

To confirm your personal status under the Common Reporting Standard (CRS) for sole trader.

Entity Tax Residency Self-certification Form (CRS-E (HK)–MPF)

To confirm your business’ status under the Common Reporting Standard (CRS) for all businesses, trusts and partnerships except sole traders.

Controlling Person Tax Residency Self-certification Form (CRS-CP (HK)–MPF)

To be completed by controlling person to confirm his/her status under the Common Reporting Standard (CRS).

Additional Voluntary Contribution Application Form

Set up additional voluntary contributions for your company's MPF scheme.

IN12

Change of Employer Details Form (Fillable format available)

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.

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.

New / Change of Direct Debit Instruction Notification Form

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.

About 2 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.

INDP

Authorised Signatures Specimen (Fillable format available)

Add, change or cancel the signature specimen of your authorised persons.

INY1

(fillable format)

Authorised E-mail Address for Electronic Communication

For employers to provide authorised email addresses to the administrator of HSBC MPF scheme for communication purposes.

Change of Member's Employment Details Notification Form

Notify any change to your employees' pay centre, class or member type.

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.

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.

Pay Centre Set Up Form (Fillable format available)

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.

Rebalance of Reserve Account Portfolio Form

Change the investment allocation of both your existing reserve account balance and any future unvested benefits.

Reserve Redirection Form

Change the investment allocation of any future unvested benefits.

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.

Remittance Statement - Non-daily Contribution

Report relevant income and contributions for non-daily paid employees.

Remittance Statement - Daily Contribution

Report relevant income and contributions for daily paid casual employees.

Contribution remittance advice

To provide contribution remittance details (applicable for the remittance of contributions by cheque due to delays in setting up direct debit authorisation, dishonoured direct debit/cheque or insufficient funds in your last contribution)

Employee Termination Information

Report termination information (such as, relevant income and last contribution) for terminated employees.

Duplicate Remittance Statement Requisition Form

Request a copy of any previous Remittance Statement for up to 7 years prior.

The handling charge is HKD50 per statement (minimum HKD200 per request).

Account Statement Requisition Form

1.  (Applicable to employer or member) Request a copy of any previous employer or member statement for up to 7 years prior.
The handling charge is HKD50 per scheme financial year for each copy.
2.  (Applicable to employer) Request a Member Contribution History Report.
3.  (Applicable to employer) Request for provision of information of employees’ accrued benefits for the purpose of processing the refund or calculation of long service payment/severance payment paid or payable to the related employee for the purpose of Section 12A of Mandatory Provident Fund Schemes Ordinance.

Customer Information Form – Corporate Customer

Provide accurate and up-to-date information to support a more secure protection arrangement.

Contribution Surcharge Objection Form

To file an objection to the Payment Notice for Outstanding MPF Contributions and Contribution Surcharge (the "Payment Notice") from MPFA, you should submit this form together with all the relevant supporting documents to MPFA within 14 days from the date of the "Payment Notice".

Contribution Surcharge Objection Form

(Please download from the MPFA's website)

Notice of scheme termination

Notify the cessation of participation of the employer into the HSBC MPF scheme