Accounts Document | Tax deductible voluntary contribution

To ensure accurate processing of your requests, always check the form 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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Forms
Form Name Description	Form Download
Tax Deductible Voluntary Contributions Account Holder Application Form (Fillable format available) Apply to participate in an HSBC MPF scheme. 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. Download MPF Scheme Brochure *The Acrobat plug-in is required to view, download, fill out or save PDF documents.	INTC (fillable format)*
Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF) To confirm your personal status under the Common Reporting Standard (CRS).	INCI
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. *The Acrobat plug-in is required to view, download, fill out or save PDF documents.	(fillable format)* IN91 (Sample)
Change of Member Signature Specimen To change the signature specimen.	IN92
Change of Regular Tax Deductible Voluntary Contributions Instruction Form Change the contribution amount, direct debit details or cancellation of regular Tax Deductible Voluntary Contribution instruction.	INTA
Tax Deductible Voluntary Contributions Lump Sum Deposit Form Make lump sum Tax Deductible Voluntary Contributions.	INTT
Change of Investment Instruction Form Change the investment allocation of your existing investments and any future amounts transferred into your account. Appropriate units in your account will be redeemed in order to purchase other funds to meet your new investment allocation. 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.	INBP
Scheme Member’s Request For Transfer of Tax Deductible Voluntary Contributions (TVC) (Fillable format available) Transfer tax deductible voluntary contributions of accrued benefits from another MPF scheme to an HSBC MPF scheme, or vice versa. *The Acrobat plug-in is required to view, download, fill out or save PDF documents.	INPT (fillable format)*
Customer Information Form – Personal Customer Provide accurate and up-to-date information to support a more secure protection arrangement.	INKE
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, a statutory declaration must be enclosed. *The Acrobat plug-in is required to view, download, fill out or save PDF documents.	INPR (fillable format)*
Change of Regular Withdrawal Instruction Form Change the monthly regular withdrawal amount, payment method or cancellation of regular withdrawal instruction.	INRW
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 grounds of permanent departure from Hong Kong/total incapacity/terminal illness/small balance/death. Appropriate supporting documents and, where applicable, a statutory declarations must be enclosed. *The Acrobat plug-in is required to view, download, fill out or save PDF documents.	INPO (fillable format)* (Sample)
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. Use the Chinese version of the declaration form if you would read the jurat in Chinese.	MPF(S)-W(SD1)
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 Hong Kong. Use the Chinese version of the declaration form if you would read the jurat in Chinese.	MPF(S)-W(SD2)
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. Use the Chinese version of the declaration form if you would read the jurat in Chinese.	MPF(S)-W(SD3)
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. Use the Chinese version of declaration form if you would read the jurat in Chinese.	MPF(S)-W(SD4)
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. Use the Chinese version of declaration form if you would read the jurat in Chinese.	MPF(S)-W(T)
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. Use the Chinese version of the declaration form if you would read the jurat in Chinese.	MPF(S)-W(M)
Instructions for Treatment of Accrued Benefits after Retirement Age Notify treatment of accrued benefits after age 65.	INAT
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.	INFT

Forms
Form Name Description	Tax Deductible Voluntary Contributions Account Holder Application Form (Fillable format available) Apply to participate in an HSBC MPF scheme. 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. Download MPF Scheme Brochure *The Acrobat plug-in is required to view, download, fill out or save PDF documents.
Form Download	INTC (fillable format)*

Form Name Description	Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF) To confirm your personal status under the Common Reporting Standard (CRS).
Form Download	INCI

Form Name Description	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. *The Acrobat plug-in is required to view, download, fill out or save PDF documents.
Form Download	(fillable format)* IN91 (Sample)

Form Name Description	Change of Member Signature Specimen To change the signature specimen.
Form Download	IN92

Form Name Description	Change of Regular Tax Deductible Voluntary Contributions Instruction Form Change the contribution amount, direct debit details or cancellation of regular Tax Deductible Voluntary Contribution instruction.
Form Download	INTA

Form Name Description	Tax Deductible Voluntary Contributions Lump Sum Deposit Form Make lump sum Tax Deductible Voluntary Contributions.
Form Download	INTT

Form Name Description	Change of Investment Instruction Form Change the investment allocation of your existing investments and any future amounts transferred into your account. Appropriate units in your account will be redeemed in order to purchase other funds to meet your new investment allocation. 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.
Form Download	INBP

Form Name Description	Scheme Member’s Request For Transfer of Tax Deductible Voluntary Contributions (TVC) (Fillable format available) Transfer tax deductible voluntary contributions of accrued benefits from another MPF scheme to an HSBC MPF scheme, or vice versa. *The Acrobat plug-in is required to view, download, fill out or save PDF documents.
Form Download	INPT (fillable format)*

Form Name Description	Customer Information Form – Personal Customer Provide accurate and up-to-date information to support a more secure protection arrangement.
Form Download	INKE

Form Name Description	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, a statutory declaration must be enclosed. *The Acrobat plug-in is required to view, download, fill out or save PDF documents.
Form Download	INPR (fillable format)*

Form Name Description	Change of Regular Withdrawal Instruction Form Change the monthly regular withdrawal amount, payment method or cancellation of regular withdrawal instruction.
Form Download	INRW

Form Name Description	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 grounds of permanent departure from Hong Kong/total incapacity/terminal illness/small balance/death. Appropriate supporting documents and, where applicable, a statutory declarations must be enclosed. *The Acrobat plug-in is required to view, download, fill out or save PDF documents.
Form Download	INPO (fillable format)* (Sample)

Form Name Description	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. Use the Chinese version of the declaration form if you would read the jurat in Chinese.
Form Download	MPF(S)-W(SD1)

Form Name Description	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 Hong Kong. Use the Chinese version of the declaration form if you would read the jurat in Chinese.
Form Download	MPF(S)-W(SD2)

Form Name Description	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. Use the Chinese version of the declaration form if you would read the jurat in Chinese.
Form Download	MPF(S)-W(SD3)

Form Name Description	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. Use the Chinese version of declaration form if you would read the jurat in Chinese.
Form Download	MPF(S)-W(SD4)

Form Name Description	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. Use the Chinese version of declaration form if you would read the jurat in Chinese.
Form Download	MPF(S)-W(T)

Form Name Description	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. Use the Chinese version of the declaration form if you would read the jurat in Chinese.
Form Download	MPF(S)-W(M)

Form Name Description	Instructions for Treatment of Accrued Benefits after Retirement Age Notify treatment of accrued benefits after age 65.
Form Download	INAT

Form Name Description	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.
Form Download	INFT