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

Personal Account Holder Application Form

Apply to participate in an HSBC MPF scheme.

 

Download Principal Brochure

IN81

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

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

INCI

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 regular Flexi-Contributions via direct debit, or make ad hoc lump sum Flexi-Contributions.
INPH
Flexi-Contributions Account Maintenance Request Form
Change the contribution amount, direct debit details or cancellation of regular Flexi-Contributions instruction.
INPP
Flexi-Contributions Lump Sum Deposit Form
Make lump sum Flexi-Contributions.
INVT

Change of Investment Instruction Form
Change the investment allocation of your existing investments and any future amounts transferred into your account. Appropriate units in your account will be redeemed in order to purchase other funds to meet your new investment allocation.

  • Change the investment allocation of your existing investments, future contributions and accrued benefits transferred from another registered wcheme. 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
Scheme Member's Request for Fund Transfer Form (Fillable format available)
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 personal account.

INPM (fillable format)

(Sample)

Scheme Member's Request for Account Consolidation Form
Consolidate multiple personal accounts into one account.

MPF(S)-P(C)
(Download from MPFA's website)

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 ground of retirement at age 65 or early retirement at age 60.

Appropriate supporting documents and, where applicable, a 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 grounds of permanent departure from Hong Kong/total incapacity/terminal illness/small balance/death.

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

INPO (fillable format)

Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Early Retirement
Supporting documentation for claiming accrued benefits on the grounds of early retirement.

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 Hong Kong.

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.

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. 

Use the Chinese version of 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.

Use the Chinese version of 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.

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

MPF(S)-W(M)

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 that are not subject to MPF preservation requirements.

IN72

Instructions for Treatment of Accrued Benefits after Retirement Age
Notify treatment of accrued benefits after age 65.

INAT

Duplicate Statement Requisition Form
Request a copy for any previous benefit statements of up to 7 years prior. 

The handling charge is HKD$50 per scheme financial year for each copy.

INFT

Forms

Form Name

Description

Personal Account Holder Application Form

Apply to participate in an HSBC MPF scheme.

 

Download Principal Brochure

Form Download
IN81

Form Name

Description

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

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

Form Download
INCI

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 regular Flexi-Contributions via direct debit, or make ad hoc lump sum Flexi-Contributions.
Form Download
INPH

Form Name

Description

Flexi-Contributions Account Maintenance Request Form
Change the contribution amount, direct debit details or cancellation of regular Flexi-Contributions instruction.
Form Download
INPP

Form Name

Description

Flexi-Contributions Lump Sum Deposit Form
Make lump sum Flexi-Contributions.
Form Download
INVT

Form Name

Description

Change of Investment Instruction Form
Change the investment allocation of your existing investments and any future amounts transferred into your account. Appropriate units in your account will be redeemed in order to purchase other funds to meet your new investment allocation.

  • Change the investment allocation of your existing investments, future contributions and accrued benefits transferred from another registered wcheme. 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

Form Name

Description

Scheme Member's Request for Fund Transfer Form (Fillable format available)
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 personal account.
Form Download

INPM (fillable format)

(Sample)

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

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 ground of retirement at age 65 or early retirement at age 60.

Appropriate supporting documents and, where applicable, a 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 grounds of permanent departure from Hong Kong/total incapacity/terminal illness/small balance/death.

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

Form Download

INPO (fillable format)

Form Name

Description

Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Early Retirement
Supporting documentation for claiming accrued benefits on the grounds of early retirement.

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 Hong Kong.

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.

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. 

Use the Chinese version of 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.

Use the Chinese version of 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.

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

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 that are not subject to MPF preservation requirements.

Form Download

IN72

Form Name

Description

Instructions for Treatment of Accrued Benefits after Retirement Age
Notify treatment of accrued benefits after age 65.

Form Download

INAT

Form Name

Description

Duplicate Statement Requisition Form
Request a copy for any previous benefit statements of up to 7 years prior. 

The handling charge is HKD$50 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