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Wayfoong Multi-funding System forms
Wayfoong Multi-funding System forms
For employees
Form name | For a defined contribution scheme |
For a defined benefits scheme |
---|---|---|
Member application form To enroll in your employer's ORSO scheme |
INEN01 form | INEN51 form |
Personal details change form To notify us of any changes to your personal details including address, contact number and email address |
INCDEE01 form | INCDEE51 form |
Change of investment instruction by member form* To change the investment allocation of your existing account balances and/or future contributions |
INCI06 form | N/A |
Member termination form* To end your membership from your employer's ORSO scheme upon ceasing your employment |
INTE01 form Applies to defined contribution schemes without Deferred Member Arrangement under Wayfoong Multi-funding System INTE02 form Applies to defined contribution schemes with Deferred Member Arrangement under Wayfoong Multi-funding System |
INTE51 form |
Deferred Member account application form* To opt for membership under the Wayfoong Multi-funding System Deferred Member Arrangement if you're ceasing membership in a designated retirement scheme under the WMFS |
INDMAEN form | N/A |
Minimum MPF benefits transfer form To transfer your minimum MPF benefits from your employer's ORSO scheme to an MPF scheme |
INMMB01 form | INMMB01 form |
Form name |
Member application form To enroll in your employer's ORSO scheme |
---|---|
For a defined contribution scheme |
INEN01 form |
For a defined benefits scheme |
INEN51 form |
Form name |
Personal details change form To notify us of any changes to your personal details including address, contact number and email address |
For a defined contribution scheme |
INCDEE01 form |
For a defined benefits scheme |
INCDEE51 form |
Form name |
Change of investment instruction by member form* To change the investment allocation of your existing account balances and/or future contributions |
For a defined contribution scheme |
INCI06 form |
For a defined benefits scheme |
N/A |
Form name |
Member termination form* To end your membership from your employer's ORSO scheme upon ceasing your employment |
For a defined contribution scheme |
INTE01 form Applies to defined contribution schemes without Deferred Member Arrangement under Wayfoong Multi-funding System INTE02 form Applies to defined contribution schemes with Deferred Member Arrangement under Wayfoong Multi-funding System |
For a defined benefits scheme |
INTE51 form |
Form name |
Deferred Member account application form* To opt for membership under the Wayfoong Multi-funding System Deferred Member Arrangement if you're ceasing membership in a designated retirement scheme under the WMFS |
For a defined contribution scheme |
INDMAEN form |
For a defined benefits scheme |
N/A |
Form name |
Minimum MPF benefits transfer form To transfer your minimum MPF benefits from your employer's ORSO scheme to an MPF scheme |
For a defined contribution scheme |
INMMB01 form |
For a defined benefits scheme |
INMMB01 form |
* Please check with your employer whether this form applies to you as the rules and arrangements may vary between retirement schemes
For employers
Form name | For a defined contribution scheme |
For a defined benefits scheme |
---|---|---|
Schedule of contributions form To report monthly contribution details |
INSC01 form | INSC51 form |
Change of member data report form To notify us of any changes to an employee's details including salary, category ID and job grade |
INCDR01 form | INCDR51 form |
Employer change of details form To notify us of any changes to your business details including name, address, contact person, contact number and email address |
INCDER01 form | INCDER01 form |
Change of investment instruction by employer form To change the investment allocation of existing account balances and/or future contributions |
N/A | INCI51 form |
Payment proof for long service payment / severance payment form To request for a refund of vested benefited derived from employer contributions to offset the long service / severance payment made to a member |
INLS01 form | INLS01 form |
Form name |
Schedule of contributions form To report monthly contribution details |
---|---|
For a defined contribution scheme |
INSC01 form |
For a defined benefits scheme |
INSC51 form |
Form name |
Change of member data report form To notify us of any changes to an employee's details including salary, category ID and job grade |
For a defined contribution scheme |
INCDR01 form |
For a defined benefits scheme |
INCDR51 form |
Form name |
Employer change of details form To notify us of any changes to your business details including name, address, contact person, contact number and email address |
For a defined contribution scheme |
INCDER01 form |
For a defined benefits scheme |
INCDER01 form |
Form name |
Change of investment instruction by employer form To change the investment allocation of existing account balances and/or future contributions |
For a defined contribution scheme |
N/A |
For a defined benefits scheme |
INCI51 form |
Form name |
Payment proof for long service payment / severance payment form To request for a refund of vested benefited derived from employer contributions to offset the long service / severance payment made to a member |
For a defined contribution scheme |
INLS01 form |
For a defined benefits scheme |
INLS01 form |
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ORSO news
Find the latest news about ORSO and how it may affect you, or browse our archive for past notices and announcements.
ORSO forms and reports
Find the most commonly used forms for matters relating to ORSO, Wayfoong Multi-funding System (WMFS), or the HSBC Pooled Provident Plan (PPP). You can also see the latest investment performance reports here.