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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 Scheme ID and MPF membership number.
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| Form Name Description |
Form Download |
|---|---|
|
Self-employed Application Form Apply to participate in an HSBC MPF scheme. Download Principal Brochure |
IN21 for SuperTrust IN31 for SuperTrust Plus IN41 for SimpleChoice INL1 for ValueChoice |
| Self-employed Person Relevant Income Declaration Form Declare relevant income each year for MPF purposes. |
IN24 |
| 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 |
| 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. These two forms must be submitted together. 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 two 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. |
INDT for SuperTrust INDP for SuperTrust Plus INDE for SimpleChoice INDV for ValueChoice IN04 for SuperTrust IN14 for SuperTrust Plus INE4 for SimpleChoice INV4 for ValueChoice |
| Rebalance of Existing Portfolio Form For SuperTrust, SuperTrust Plus and ValueChoice Change the investment allocation of both existing investments and new contributions. We will redeem the necessary units to rebalance the portfolio of your existing investments. For SimpleChoice Change the investment allocation of existing investments, new contributions and transfer-in MPF Benefits and AVC Benefits. We will redeem the necessary units to rebalance the portfolio of your existing investments. Your portfolio rebalance can be performed only once per calendar year. Subsequent requests will be rejected. |
INBT for SuperTrust INBP for SuperTrust Plus INBE for SimpleChoice INBV for ValueChoice |
| Contribution Redirection Form Change the investment allocation of new contributions. The investment allocation of your existing investments will remain unchanged. |
INRT for SuperTrust INRP for SuperTrust Plus INRV for ValueChoice Not applicable to SimpleChoice |
| Asset Switch of Existing Balance Form Change the investment allocation of existing investments. The investment allocation of new contributions will remain unchanged. |
INST for SuperTrust INSP for SuperTrust Plus INSV for ValueChoice Not applicable to SimpleChoice |
| Additional Voluntary Contributions Arrangement Form Make regular or lump sum voluntary contributions, or cancel regular voluntary contribution instructions. |
INPS |
|
Scheme Member's Request for Fund Transfer Form 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 preserved account. |
INPM |
| Claim Form for Payment of Accrued Benefits Claim for payment of accrued benefits. Appropriate supporting documents and, where applicable, statutory declaration must be enclosed. |
INPW |
| Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Early Retirement Supporting documentation for claiming accrued benefits on the grounds of early retirement. Please use the Chinese version of declaration form if you would read the jurat in Chinese. |
MPF(S)-W(SD1) |
| Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds 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 declaration form if you would read the jurat in Chinese. |
MPF(S)-W(SD2) |
| Statutory Declaration for Claims for Payment of Accrued Benefits from Small Balance Accounts Supporting documentation for claiming accrued benefits on the grounds of small balance account. Please use the Chinese version of declaration form if you would read the jurat in Chinese. |
MPF(S)-W(SD3) |
| 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. |
MPF(S)-W(M) |
| Partial Withdrawal Request Form Request a withdrawal of benefits which are not subject to the MPF preservation requirements. |
IN22 |
| Instructions for Treatment of Accrued Benefits after Retirement Age Notify treatment of accrued benefits for each scheme financial year after age 65. |
INAT |
| Cessation of Self-employment / Transfer of Accrued Benefit Notification Form Report last contribution due to cessation of self-employment or transfer to another MPF scheme. |
IN23 for SuperTrust IN33 for SuperTrust Plus IN43 for SimpleChoice INL3 for ValueChoice |
| Duplicate Remittance Statement Requisition Form Request a duplicate copy of any previous Remittance Statements (up to the previous seven years). The handling charge is HKD50 per statement (minimum HKD200 per request). |
INMT |
| Duplicate Benefit Statement Requisition Form Request a duplicate copy for any previous statements (up to the previous seven years). The handling charge is HKD50 per scheme financial year for each copy. |
INFT |
MPF Principal Brochure
Download the Principal Brochure - SuperTrust and SuperTrust Plus (version as of 1 December 2011) (New)
Download the Principal Brochure - SimpleChoice (version as of 1 December 2011) (New)
Download the Principal Brochure - ValueChoice (version as of 23 February 2011)
Enrolment Kit
Download the Enrolment Kit - SuperTrust (version as of November 2011) (New)
Download the Enrolment Kit - SuperTrust Plus (version as of November 2011) (New)
Download the Enrolment Kit - SimpleChoice (version as of November 2011) (New)
Download the Brief Introduction - ValueChoice (version as of November 2011) (New)
MPF Guide
Download the MPF Guide - SuperTrust and SuperTrust Plus (version as of November 2011) (New)
Download the MPF Guide - SimpleChoice (version as of November 2011) (New)
Brief Introduction
Member's Guide
Download the Member's Guide - SuperTrust and SuperTrust Plus (version as of November 2010)
Member Service Guide
Download the Member Service Guide - ValueChoice (version as of November 2011) (New)
Annual Member Newsletter
Others
On-going Cost Illustrations
Illustrative example for annual fees of MPF Conservative Fund - SuperTrust
Illustrative example for annual fees of MPF Conservative Fund - SuperTrust Plus
Illustrative example for annual fees of MPF Conservative Fund - SimpleChoice
Illustrative example for annual fees of MPF Conservative Fund - ValueChoice
Personal data statement - SuperTrust and SuperTrust Plus
Personal data statement - SimpleChoice
Personal data statement - ValueChoice
MPF Member Hotline User's Guide (New)
