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 the scheme ID and MPF membership number.

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Forms

Form name

Description

Form download

Self-employed Application Form

Apply to participate in an HSBC MPF scheme.

 

Download Principal brochure

IN31

Self-employed Person Relevant Income Declaration Form

Declare relevant income for each scheme financial year for MPF purposes.

IN24

Personal Details Change Form 

Notify any change 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

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.

 

Paying your contributions through direct debit saves you time in writing and checking the payee and total amount for each payment.

 

Please note that 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

Change of Investment Instruction Form

Change your 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. To avoid doubt, 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

Remittance Statement

Report relevant income and contributions.

INB4

Additional Voluntary Contributions Arrangement Form

Set up or cancel regular voluntary contribution arrangement.

INPS

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, statutory declarations 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 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.

 

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)

Partial Withdrawal Request Form

Request a withdrawal of benefits that are not subject to MPF preservation requirements.

IN22

Instructions for Treatment of Accrued Benefits after Retirement Age

Notify treatment of accrued benefits after age 65.

INAT

Cessation of Self-employment / Transfer of Accrued Benefit Notification Form

Notify your cessation of self-employment or transfer to another MPF scheme.

IN33

Duplicate Remittance Statement Requisition Form

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

 

The handling charge is HKD50 per statement for a minimum of HKD200 per request.

INMT

Duplicate Statement Requisition Form

Request a copy of any previous benefit statement from up to 7 years prior.

 

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

INFT
Forms

Form name

Description

Self-employed Application Form

Apply to participate in an HSBC MPF scheme.

 

Download Principal brochure

Form download
IN31

Form name

Description

Self-employed Person Relevant Income Declaration Form

Declare relevant income for each scheme financial year for MPF purposes.

Form download
IN24

Form name

Description

Personal Details Change Form 

Notify any change 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

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.

 

Paying your contributions through direct debit saves you time in writing and checking the payee and total amount for each payment.

 

Please note that 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

Change of Investment Instruction Form

Change your 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. To avoid doubt, 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

Remittance Statement

Report relevant income and contributions.

Form download
INB4

Form name

Description

Additional Voluntary Contributions Arrangement Form

Set up or cancel regular voluntary contribution arrangement.

Form download
INPS

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, statutory declarations 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 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.

 

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

Partial Withdrawal Request Form

Request a withdrawal of benefits that are not subject to MPF preservation requirements.

Form download
IN22

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

Cessation of Self-employment / Transfer of Accrued Benefit Notification Form

Notify your cessation of self-employment or transfer to another MPF scheme.

Form download
IN33

Form name

Description

Duplicate Remittance Statement Requisition Form

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

 

The handling charge is HKD50 per statement for a minimum of HKD200 per request.

Form download
INMT

Form name

Description

Duplicate Statement Requisition Form

Request a copy of any previous benefit statement from up to 7 years prior.

 

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

Form download
INFT