Download forms and documents

Employee Application Form (Fillable format available)
Enrol into your employer's MPF scheme.

Important note
Read our scheme information before you enrol

Download MPF Scheme Brochure

(fillable format)

IN61

(Sample)

Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF)

To confirm your personal status under the Common Reporting Standard (CRS).

Personal Details Change Form (Fillable format available)
Notify us of any changes 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.

(fillable format)

IN91 

(Sample)

Flexi-Contributions Application Form
Set up a regular Flexi-Contribution account by monthly direct debit and/or lump sum deposit.

After we receive your form, we will contact you for the purpose of due diligence prior to the completion of your application. You are recommended to call our member hotline on 3128 0128 or visit any of our designated branch to learn more about this requirement beforehand.

Change of Investment Instruction Form
Change the 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. For the avoidance of doubt, in such case, 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.

Scheme Member's Request for Fund Transfer Form (Fillable format available)

Preserve your accrued benefits in the existing HSBC MPF scheme when you cease employment; transfer your accrued benefits from another MPF scheme to an HSBC MPF scheme, or vice versa.

INPM (fillable format)

(Sample) 

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.

Scheme Member's Request for Account Consolidation Form

Consolidate multiple personal accounts into one account.

MPF(S)-P(C)

(Download from MPFA's website)

Minimum MPF Benefits Transfer Form

Transfer your minimum MPF benefits from the ORSO scheme to an HSBC MPF scheme when you cease employment.

INMB

Statutory Declaration on Cessation of Employment

Supporting document for employee's cessation of employment and the date of cessation. This form is applicable in the circumstances where:

• The trustee concerned is satisfied that the former employer cannot be located; or
• The employer concerned refuses to submit a written notice to the trustee about the cessation of the employment of the employee.

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

Statutory Declaration on reason on cessation of employment and Severance Payment/Long Service Payment

Supporting document for employee's cessation of employment and the date of cessation. This form is applicable in the circumstances where:

• The employee concerned has accrued benefits attributable to the employer's voluntary contributions and/or ORSO transfer; or
• The employee concerned has completed at least 2 years of service with the employer.

This form should be submitted together with the Statutory Declaration on Cessation of Employment (MPF(S)-C(SD)).

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

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 grounds of retirement at age 65 or early retirement at age 60.

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

Change of Regular Withdrawal Instruction Form

Change the monthly regular withdrawal amount, payment method or cancellation of regular withdrawal instruction.

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 declaration must be enclosed.

INPO (fillable format)
(Sample)

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Early Retirement

Supporting documentation for claiming accrued benefits on the ground of early retirement.

Please use the Chinese version of the declaration form if you would read the jurat in Chinese.

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.

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.

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.

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.

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.

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 ground of terminal illness during employment.

Flexi-Contributions - Partial Withdrawal/ Account Closure Request Form

Request a withdrawal or closure of Flexi-Contributions.

Partial Withdrawal Request Form

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

Instructions for Treatment of Accrued Benefits after Retirement Age

Notify treatment of accrued benefits after you have reached age 65.

Account Statement Requisition Form

1.    (Applicable to employer or member) Request a copy of any previous employer or member statement for up to 7 years prior.
The handling charge is HKD50 per scheme financial year for each copy.
2.    (Applicable to employer) Request a Member Contribution History Report.
3.    (Applicable to employer) Request for provision of information of employees’ accrued benefits for the purpose of processing the refund or calculation of long service payment/severance payment paid or payable to the related employee for the purpose of Section 12A of Mandatory Provident Fund Schemes Ordinance.