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.

An 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

Employer Application Form

 

Apply to participate in an HSBC MPF scheme.

 

Download Principal 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.

INCI

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.

INCE

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).

INCC

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.

IN05 (fillable format)

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.

 

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

 

IN14

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.

INYC

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

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 (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.

IN03 (fillable format)

Rebalance of Reserve Account Portfolio Form

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

IN16

Reserve Redirection Form

Change the investment allocation of any future unvested benefits.

IN17

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.

IN18

Remittance Statement - Non-daily Contribution

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

INB2a

Remittance Statement - Daily Contribution

Report relevant income and contributions for daily paid casual employees.

INB2

Employee Termination Information

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

INZ3

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).

INMT

Duplicate Statement Requisition Form

Request a copy of any previous employer statement for up to 7 years prior.

 

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

INFT

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)

Forms

Form Name

Description

Employer Application Form

 

Apply to participate in an HSBC MPF scheme.

 

Download Principal Brochure

Form Download

IN11

Form Name

Description

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

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

Form Download
INCI

Form Name

Description

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.

Form Download
INCE

Form Name

Description

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).

Form Download
INCC

Form Name

Description

Additional Voluntary Contribution Application Form

 

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

Form Download

IN12

Form Name

Description

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.

Form Download
IN05 (fillable format)

Form Name

Description

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.

Form Download
INLS

Form Name

Description

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.

 

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.

Form Download

INDP

 

IN14

Form Name

Description

Authorised Signatures Specimen (Fillable format available)

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

Form Download

INY1

(fillable format)

Form Name

Description

Authorised E-mail Address for Electronic Communication

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

Form Download
INYC

Form Name

Description

Change of Member's Employment Details Notification Form

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

Form Download
INY2

Form Name

Description

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.

Form Download
INET

Form Name

Description

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.

Form Download
INPE

Form Name

Description

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.

Form Download
IN03 (fillable format)

Form Name

Description

Rebalance of Reserve Account Portfolio Form

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

Form Download
IN16

Form Name

Description

Reserve Redirection Form

Change the investment allocation of any future unvested benefits.

Form Download
IN17

Form Name

Description

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.

Form Download
IN18

Form Name

Description

Remittance Statement - Non-daily Contribution

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

Form Download
INB2a

Form Name

Description

Remittance Statement - Daily Contribution

Report relevant income and contributions for daily paid casual employees.

Form Download
INB2

Form Name

Description

Employee Termination Information

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

Form Download
INZ3

Form Name

Description

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).

Form Download
INMT

Form Name

Description

Duplicate Statement Requisition Form

Request a copy of any previous employer statement for up to 7 years prior.

 

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

Form Download
INFT

Form Name

Description

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".

Form Download

Contribution Surcharge Objection Form

(Please download from the MPFA's website)

Documents

MPF Principal Brochure

Member Service Guide

HSBC MPF Overview

Employer Service Guide

EssenceLife

Investment Event

Others