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HKSAR government employees

To ensure accurate processing of your requests, always check the 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 Employer ID and MPF membership number.

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Forms applicable for employees
Form name
Description

Form download

Personal Details Change Form 

 

Notify any change to personal details, including correspondence 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 [PDF] 

Change of Member Signature Specimen

 

To change the signature specimen.

IN92 [PDF]

Change of Additional Voluntary Contribution Arrangement Form

 

Give or change your regular additional voluntary contribution instructions.

 

This form must be signed by your employer as your employer will need to deduct your voluntary contributions from your payroll.

HKSARIN55 [PDF]

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
  • Exiting 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.
HKSARINBP for SuperTrust Plus [PDF]

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:

HKSARINPM [PDF]

Employee Choice Arrangement (ECA) - Transfer Election Form

 

Transfer your accrued benefits from the contribution account of the original scheme to the account of new scheme nominated by you during employment.

MPF(S)-P(P) [PDF]

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)]

 

Claim in a lump sum or by instalments of the accrued benefits on the grounds of retirement at age 65 or early retirement at age 60.

 

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

HKSARINPR [PDF]

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)]

 

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, statutory declaration must be enclosed.

HKSARINPO [PDF]

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) [PDF]

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) [PDF]

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) [PDF]

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 declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD4) [PDF]

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 declaration form if you would read the jurat in Chinese.

MPF(S)-W(T) [PDF]

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 declaration form if you would read the jurat in Chinese.

MPF(S)-W(M) [PDF]

Employer Consent Form for Employees Who Claim On The Ground of Terminal Illness

 

Obtain your employer consent to claim voluntary contributions derived from employer's voluntary contributions (if applicable) employer's ORSO transfers (if applicable), employer's special contributions (if applicable), employee's voluntary contributions (if applicable) and member's ORSO transfers (if applicable) on the grounds of terminal illness during employment.

INGT [PDF]

Flexi-Contributions - Partial Withdrawal/Account Closure Request Form

 

Request a withdrawal or closure of Flexi-Contributions.

HKSARINPD [PDF]

Partial Withdrawal Request Form

 

Request a withdrawal of benefits which are not subject to the MPF preservation requirements. Employer's approval may be required.

HKSARIN54 [PDF]

Instructions for Treatment of Accrued Benefits after Retirement Age

 

Notify treatment of accrued benefits for each scheme financial year after you have reached age 65.

INAT [PDF]

Duplicate Benefit Statement Requisition Form

 

Request a duplicate copy of any previous statements (up to the previous 7 years).

 

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

INFT [PDF]

MPF Scheme - HSBC Mandatory Provident Fund - SuperTrust Plus

Member Service Guide

Service Channel Guide

Enclosure(s) for Members of the Hong Kong SAR Government MPF Schemes

Others