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Withdrawing your MPF

See withdrawal and investment options for your MPF accrued benefits

What you need to know

You can withdraw your MPF accrued benefits all at once or in instalments when you're 65. All you need to do is file a claim on the grounds of retirement.

Alternatively, you can withdraw your accrued benefits derived from mandatory contribution earlier under the following circumstances.

Early MPF withdrawal conditions

Per MPF legislation, you can withdraw your accrued benefits earlier under the following circumstances.
Circumstance Details
Early retirement between ages 60 and 64 You can withdraw your accrued benefits in one go or in instalments on the grounds of early retirement if you've ceased employment and self-employment permanently.
A small balance below HKD5,000

You may be able to make an early withdrawal if your accrued benefits do not exceed HKD5,000. You'll need to make a statutory declaration that:

  • the time between your claim date and the date of your last mandatory contribution to any registered scheme exceeds 12 months
  • you do not have accrued benefits in any other registered scheme
  • you do not expect to become employed or self-employed in the future
Permanent departure from Hong Kong You'll be entitled to your accrued benefits on the grounds of permanent departure from Hong Kong only one in a lifetime, except as permitted by the Mandatory Provident Fund Schemes (General) Regulation. You must provide proof that you have left or are about to leave Hong Kong permanently with no intention to return or resettle as a permanent resident.
Terminal illness You may be eligible to withdraw your accrued benefits early if you have a terminal illness that is likely to reduce your life expectancy to 12 months or less.
Total incapacity You may be eligible to withdraw your accrued benefits early if you can't work due to sickness or injury. Total incapacity refers to when you're permanently unable to do the kind of work that you were performing before becoming totally incapacitated.
Death In the event of your death, only your legal personal representative can claim your accrued benefits. This must be indicated in a Letter of Probate or Letter of Administration granted by the Probate Registry. Your personal representative should complete the relevant forms to make the withdrawal.
Per MPF legislation, you can withdraw your accrued benefits earlier under the following circumstances.
Circumstance Early retirement between ages 60 and 64
Details You can withdraw your accrued benefits in one go or in instalments on the grounds of early retirement if you've ceased employment and self-employment permanently.
Circumstance A small balance below HKD5,000
Details

You may be able to make an early withdrawal if your accrued benefits do not exceed HKD5,000. You'll need to make a statutory declaration that:

  • the time between your claim date and the date of your last mandatory contribution to any registered scheme exceeds 12 months
  • you do not have accrued benefits in any other registered scheme
  • you do not expect to become employed or self-employed in the future
Circumstance Permanent departure from Hong Kong
Details You'll be entitled to your accrued benefits on the grounds of permanent departure from Hong Kong only one in a lifetime, except as permitted by the Mandatory Provident Fund Schemes (General) Regulation. You must provide proof that you have left or are about to leave Hong Kong permanently with no intention to return or resettle as a permanent resident.
Circumstance Terminal illness
Details You may be eligible to withdraw your accrued benefits early if you have a terminal illness that is likely to reduce your life expectancy to 12 months or less.
Circumstance Total incapacity
Details You may be eligible to withdraw your accrued benefits early if you can't work due to sickness or injury. Total incapacity refers to when you're permanently unable to do the kind of work that you were performing before becoming totally incapacitated.
Circumstance Death
Details In the event of your death, only your legal personal representative can claim your accrued benefits. This must be indicated in a Letter of Probate or Letter of Administration granted by the Probate Registry. Your personal representative should complete the relevant forms to make the withdrawal.

Your MPF withdrawal options

Your MPF accrued benefits are payable when you turn 65, or if you retire early at or after 60. You should consider your personal and financial circumstances—such as your age, payment terms, lifestyle, and investment appetite—so you can select which of these four withdrawal or investment options is best for you.
Option Details
Regular withdrawal You can withdraw your MPF accrued benefits as a fixed amount monthly, quarterly or annually. You can do this through a one-time application on the eMPF Platform.
Partial withdrawal

You can withdraw your MPF accrued benefits partially. You can do this by submitting multiple applications from time to time.

Lump-sum withdrawal You can terminate all your MPF accounts and withdraw all your MPF accrued benefits.
Continuous investment You can also choose to keep your investments under the HSBC MPF scheme. You won't need to do anything, and you can keep on capturing investment opportunities.
Your MPF accrued benefits are payable when you turn 65, or if you retire early at or after 60. You should consider your personal and financial circumstances—such as your age, payment terms, lifestyle, and investment appetite—so you can select which of these four withdrawal or investment options is best for you.
Option Regular withdrawal
Details You can withdraw your MPF accrued benefits as a fixed amount monthly, quarterly or annually. You can do this through a one-time application on the eMPF Platform.
Option Partial withdrawal
Details

You can withdraw your MPF accrued benefits partially. You can do this by submitting multiple applications from time to time.

Option Lump-sum withdrawal
Details You can terminate all your MPF accounts and withdraw all your MPF accrued benefits.
Option Continuous investment
Details You can also choose to keep your investments under the HSBC MPF scheme. You won't need to do anything, and you can keep on capturing investment opportunities.

Withdrawal from specific contribution accounts

You can make partial withdrawals from your additional voluntary contributions. You can withdraw at least HKD5,000 each time. These may be subject to your employer's consent. You can do this up to 12 times in a financial year (1 July to 30 June) before you retire.

You should not regard additional voluntary contributions including Flexi-contributions as a source of funds for short-term financial needs. This is because they're designed to help you plan for your retirement. We encourage you to consider your long-term financial needs for retirement before making such withdrawals.

 

Note: Scheme administration services are provided by the eMPF Platform. These include the processing of MPF scheme enrolments, contributions, and member investment instructions. They also include the transfer and withdrawal of MPF benefits, and updates to personal details.

Got questions that are not related to scheme administration services?

Meet with us

Speak with our MPF specialists who will be able to address your enquiries directly.

Write to us

You can contact us through our online form.

Or you can email us at pensioncs@hsbc.com.hk.

Call us

Lines are open 24/7, every day. But if you need to speak to a customer service representative, you can reach one between these hours (except public holidays):

  • Mondays to Fridays, 8:30am and 7:30pm
  • Saturdays, 8:30am and 1pm

Our HSBC MPF member hotline number is +852 3128 0128.

Please contact the eMPF Platform. They're available between these hours (except on public holidays):

  • Mondays to Fridays, 9am to 7pm
  • Saturdays, 9am to 1pm

You can call their eMPF customer service hotline on 183 2622.

For more ways to reach them, please visit the eMPF website.

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The information contained here is for reference only and will be updated without notice. The provisions of the Mandatory Provident Fund Schemes Ordinance, other applicable legislation / regulations and guidelines or announcements published by the Mandatory Provident Fund Schemes Authority shall prevail with regards to information on the MPF system. If you are in doubt about the meaning or the effect of the contents of this website, you should seek independent professional advice.

Investment involves risks. Past performance is not indicative of future performance. The value of financial instruments, in particular stocks and shares, and any income from such financial instruments, may go down as well as up. For further details including the product features and risks involved, please refer to the MPF Scheme Brochure (PDF) and the Key Scheme Information Document (PDF).