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ORSO forms and reports

Find the most commonly used forms for matters relating to ORSO, Wayfoong Multi-funding System (WMFS), or the HSBC Pooled Provident Plan (PPP). You can also see the latest investment performance reports here.


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Wayfoong Multi-funding System forms

Wayfoong Multi-funding System forms

For employees

You can find Wayfoong Multi-funding System forms for employees in the following table. All forms are in PDF format.

Form name For a defined contribution scheme
For a defined benefits scheme
Member application form
To enroll in your employer's ORSO scheme
INEN01 form INEN51 form
Personal details change form
To notify us of any changes to your personal details including address, contact number and email address
INCDEE01 form INCDEE51 form
Change of investment instruction by member form*
To change the investment allocation of your existing account balances and/or future contributions
INCI06 form N/A
Member termination form*
To end your membership from your employer's ORSO scheme upon ceasing your employment
INTE01 form
Applies to defined contribution schemes without Deferred Member Arrangement under Wayfoong Multi-funding System

INTE02 form
Applies to defined contribution schemes with Deferred Member Arrangement under Wayfoong Multi-funding System
INTE51 form
Deferred Member account application form*
To opt for membership under the Wayfoong Multi-funding System Deferred Member Arrangement if you're ceasing membership in a designated retirement scheme under the WMFS
INDMAEN form N/A
Minimum MPF benefits transfer form
To transfer your minimum MPF benefits from your employer's ORSO scheme to an MPF scheme
INMMB01 form INMMB01 form

You can find Wayfoong Multi-funding System forms for employees in the following table. All forms are in PDF format.

Form name Member application form
To enroll in your employer's ORSO scheme
For a defined contribution scheme
INEN01 form
For a defined benefits scheme
INEN51 form
Form name Personal details change form
To notify us of any changes to your personal details including address, contact number and email address
For a defined contribution scheme
INCDEE01 form
For a defined benefits scheme
INCDEE51 form
Form name Change of investment instruction by member form*
To change the investment allocation of your existing account balances and/or future contributions
For a defined contribution scheme
INCI06 form
For a defined benefits scheme
N/A
Form name Member termination form*
To end your membership from your employer's ORSO scheme upon ceasing your employment
For a defined contribution scheme
INTE01 form
Applies to defined contribution schemes without Deferred Member Arrangement under Wayfoong Multi-funding System

INTE02 form
Applies to defined contribution schemes with Deferred Member Arrangement under Wayfoong Multi-funding System
For a defined benefits scheme
INTE51 form
Form name Deferred Member account application form*
To opt for membership under the Wayfoong Multi-funding System Deferred Member Arrangement if you're ceasing membership in a designated retirement scheme under the WMFS
For a defined contribution scheme
INDMAEN form
For a defined benefits scheme
N/A
Form name Minimum MPF benefits transfer form
To transfer your minimum MPF benefits from your employer's ORSO scheme to an MPF scheme
For a defined contribution scheme
INMMB01 form
For a defined benefits scheme
INMMB01 form

* Please check with your employer whether this form applies to you as the rules and arrangements may vary between retirement schemes

For employers

You can find Wayfoong Multi-funding System forms for employers in the following table. All forms are in PDF format.

Form name For a defined contribution scheme
For a defined benefits scheme
Schedule of contributions form
To report monthly contribution details
INSC01 form INSC51 form
Change of member data report form
To notify us of any changes to an employee's details including salary, category ID and job grade
INCDR01 form INCDR51 form
Employer change of details form
To notify us of any changes to your business details including name, address, contact person, contact number and email address
INCDER01 form INCDER01 form
Change of investment instruction by employer form
To change the investment allocation of existing account balances and/or future contributions
N/A INCI51 form
Payment proof for long service payment / severance payment form
To request for a refund of vested benefited derived from employer contributions to offset the long service / severance payment made to a member
INLS01 form INLS01 form

You can find Wayfoong Multi-funding System forms for employers in the following table. All forms are in PDF format.

Form name Schedule of contributions form
To report monthly contribution details
For a defined contribution scheme
INSC01 form
For a defined benefits scheme
INSC51 form
Form name Change of member data report form
To notify us of any changes to an employee's details including salary, category ID and job grade
For a defined contribution scheme
INCDR01 form
For a defined benefits scheme
INCDR51 form
Form name Employer change of details form
To notify us of any changes to your business details including name, address, contact person, contact number and email address
For a defined contribution scheme
INCDER01 form
For a defined benefits scheme
INCDER01 form
Form name Change of investment instruction by employer form
To change the investment allocation of existing account balances and/or future contributions
For a defined contribution scheme
N/A
For a defined benefits scheme
INCI51 form
Form name Payment proof for long service payment / severance payment form
To request for a refund of vested benefited derived from employer contributions to offset the long service / severance payment made to a member
For a defined contribution scheme
INLS01 form
For a defined benefits scheme
INLS01 form

Investment performance reports

You may also be interested in

 

Learn how our Wayfoong Multi-funding System, an ORSO retirement scheme, can help you plan your retirement 

 

Our HSBC Pooled Provident Plan is designed to help small and medium-sized enterprises access a greater diversity of ORSO investments 

 

Find the latest news about ORSO and how it may affect you, or browse our archive for past notices and announcements

 

Whether you're an employer or employee, you can find the answers to questions about ORSO here

The investment performance reports for ORSO schemes are archived to provide historical information and are for reference only.