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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Form Name Description |
Form Download |
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Tax Deductible Voluntary Contributions Account Holder Application Form (Fillable format available) Apply to participate in an HSBC MPF scheme. Download MPF Scheme Brochure This link will open in a new window |
INTC This link will open in a new window (fillable format)* |
Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF) To confirm your personal status under the Common Reporting Standard (CRS). |
INCI This link will open in a new window |
Personal Details Change Form (Fillable format available) |
(fillable format)* |
Change of Member Signature Specimen To change the signature specimen. |
IN92 This link will open in a new window |
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 This link will open in a new window |
Tax Deductible Voluntary Contributions Lump Sum Deposit Form Make lump sum Tax Deductible Voluntary Contributions. |
INTT This link will open in a new window |
Change of Investment Instruction Form
|
INBP This link will open in a new window |
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. |
INPT This link will open in a new window (fillable format)* |
Customer Information Form – Personal Customer Provide accurate and up-to-date information to support a more secure protection arrangement. |
INKE This link will open in a new window |
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. |
INPR This link will open in a new window (fillable format)* |
Change of Regular Withdrawal Instruction Form Change the monthly regular withdrawal amount, payment method or cancellation of regular withdrawal instruction. |
INRW This link will open in a new window |
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. |
INPO This link will open in a new window (fillable format)* |
Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Early Retirement |
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Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong |
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Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Small Balance |
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Statutory Declaration Made by the Committee of the Estate of a Scheme Member for Claims for Payment of Accrued Benefits |
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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 This link will open in a new window. |
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Certificate of a Person's Permanent Unfitness for a Particular Kind of Work |
|
Instructions for Treatment of Accrued Benefits after Retirement Age |
|
Account Statement Requisition Form |
Form Name Description |
Tax Deductible Voluntary Contributions Account Holder Application Form (Fillable format available) Apply to participate in an HSBC MPF scheme. Download MPF Scheme Brochure This link will open in a new window |
---|---|
Form Download |
INTC This link will open in a new window (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 This link will open in a new window |
Form Name Description |
Personal Details Change Form (Fillable format available) |
Form Download |
(fillable format)* |
Form Name Description |
Change of Member Signature Specimen To change the signature specimen. |
Form Download |
IN92 This link will open in a new window |
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 This link will open in a new window |
Form Name Description |
Tax Deductible Voluntary Contributions Lump Sum Deposit Form Make lump sum Tax Deductible Voluntary Contributions. |
Form Download |
INTT This link will open in a new window |
Form Name Description |
Change of Investment Instruction Form
|
Form Download | INBP This link will open in a new window |
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. |
Form Download |
INPT This link will open in a new window (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 This link will open in a new window |
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. |
Form Download |
INPR This link will open in a new window (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 This link will open in a new window |
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. |
Form Download |
INPO This link will open in a new window (fillable format)* |
Form Name Description |
Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Early Retirement |
Form Download | |
Form Name Description |
Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong |
Form Download | |
Form Name Description |
Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Small Balance |
Form Download | |
Form Name Description |
Statutory Declaration Made by the Committee of the Estate of a Scheme Member for Claims for Payment of Accrued Benefits |
Form Download | |
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 This link will open in a new window. |
Form Download | |
Form Name Description |
Certificate of a Person's Permanent Unfitness for a Particular Kind of Work |
Form Download | |
Form Name Description |
Instructions for Treatment of Accrued Benefits after Retirement Age |
Form Download | |
Form Name Description |
Account Statement Requisition Form |
Form Download |