Self-employed

Self-employed Application Form

Apply to participate in an HSBC MPF scheme.

Download MPF Scheme Brochure

Self-employed Person Relevant Income Declaration Form

Declare relevant income for each scheme financial year for MPF purposes.

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 any change 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)

Change of Member Signature Specimen 

To change the signature specimen.

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.

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 2 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.

INDP

IN14

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
• 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. 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.

Remittance Statement

Report relevant income and contributions.

Contribution remittance advice

To provide contribution remittance details (applicable for the remittance of contributions by cheque due to delays in setting up direct debit authorisation, dishonoured direct debit/cheque or insufficient funds in your last contribution)

Additional Voluntary Contributions Arrangement Form

Set up or cancel regular voluntary contribution arrangement.

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

INPM (fillable format)

(Sample) 

Scheme Member's Request for Account Consolidation Form

Consolidate multiple personal accounts into one account.

MPF(S)-P(C)

(Download from MPFA's website)

Customer Information Form – Personal Customer

Provide accurate and up-to-date information to support a more secure protection arrangement.

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

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

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.

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.

Partial Withdrawal Request Form

Request a withdrawal of benefits that are not subject to MPF preservation requirements.

Instructions for Treatment of Accrued Benefits after Retirement Age

Notify treatment of accrued benefits after age 65.

Cessation of Self-employment / Transfer of Accrued Benefit Notification Form

Notify your cessation of self-employment or transfer to another MPF scheme.

Duplicate Remittance Statement Requisition Form

Request a copy of any previous Remittance Statement from up to 7 years prior.

The handling charge is HKD50 per statement for a minimum of HKD200 per request.

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.