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Important notes

  • The HSBC Mandatory Provident Fund - SuperTrust Plus and ValueChoice are mandatory provident fund schemes.
  • You should consider your own risk tolerance level and financial circumstances before making any investment choices. When, in your selection of funds, you are in doubt as to whether a certain fund is suitable for you (including whether it is consistent with your investment objectives), you should seek financial and/or professional advice and choose the fund(s) most suitable for you taking into account your circumstances.
  • You should consider your own risk tolerance level and financial circumstances before investing in the MPF Default Investment Strategy. You should note that the DIS constituent funds, namely, the Core Accumulation Fund and the Age 65 Plus Fund, may not be suitable for you, and there may be a risk mismatch between the DIS constituent funds and your risk profile (the resulting portfolio risk may be greater than your risk preference). You should seek financial and/or professional advice if you are in doubt as to whether the DIS is suitable for you, and make the investment decision most suitable for you taking into account your circumstances.
  • You should note that the implementation of the DIS may have an impact on your MPF investments and benefits. We recommend that you consult with the Trustee if you have doubts on how you are being affected.
  • The Guaranteed Fund available under HSBC Mandatory Provident Fund - SuperTrust Plus invests solely in an approved pooled investment fund in the form of an insurance policy provided by HSBC Life (International) Limited. The guarantee is also given by HSBC Life (International) Limited. Your investments in the Guaranteed Fund, if any, are therefore subject to the credit risks of HSBC Life (International) Limited. Please refer to the 'Warning' section under 'Guaranteed Fund' in Part II - Fund Structure of the 'Principal Brochure' of HSBC Mandatory Provident Fund - SuperTrust Plus for details of the credit risk.
  • The guarantee in the Guaranteed Fund available under HSBC Mandatory Provident Fund - SuperTrust Plus only applies under certain conditions. Please refer to the 'Guarantee features' section under 'Guaranteed Fund' in Part II - Fund Structure of the 'Principal Brochure' of HSBC Mandatory Provident Fund - SuperTrust Plus for full details of the guarantee features and Guarantee Conditions, including the guarantee features in the context of payment of benefits in instalments.
  • MPF Benefits and AVC Benefits payable on a member's 65th birthday or early retirement on or after his/her reaching age 60 can be paid in one lump sum or in instalments, at the member's election (in such form and on such terms as the Trustee may, to the extent not prohibited by the 'MPF Ordinance' or General Regulation, prescribe). Please refer to the 'Payment of MPF Benefits and AVC Benefits' section under 'Payment of benefits' in Part I - Product Information of the relevant 'Principal Brochure' for full details.
  • You should not invest based on the information shown on this website alone and should read the relevant 'Principal Brochure'.
  • Investment involves risks. Past performance is not indicative of future performance. The value of financial instruments, in particular stocks and shares, and any income from such financial instruments, may go down as well as up. For further details including the product features and risks involved, please refer to the relevant 'Principal Brochure'.

Download Forms and Documents

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 Employer ID and MPF membership number.

The Acrobat plug-in is required to view, download, fill out (applicable to fillable format only) or save the pdf documents.

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

Important note
Read our scheme information before you enrol

Download Principal Brochure
(fillable format)
IN61 for SuperTrust Plus (Sample)

INX1 for ValueChoice (Sample)
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.
IN91 (fillable format)
(Sample)
Change of Member Signature Specimen
To change the signature specimen.
IN92
Flexi-Contributions Application Form
Set up a regular Flexi-Contribution account by monthly direct debit and/or make lump sum deposit at any time.
INPC
Change of Regular Flexi-Contributions Instruction Form
Change the contribution amount, direct debit details or cancellation of regular Flexi-Contributions instruction.
INPA
Change of Additional Voluntary Contribution Arrangement Form
Give or change your regular additional voluntary contribution instructions.

This form must be signed by your employer as your employer will need to deduct your voluntary contributions from your payroll.
IN55
Flexi-Contributions Lump Sum Deposit Form
Make lump sum deposit at any time. Lump sum deposit can be made by direct debit if member has a regular Flexi-Contributions instruction.
INVT
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. 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 for SuperTrust Plus
INBV for ValueChoice
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.
MPF(S)-P(P)
Scheme Member's Request for Account Consolidation Form
Consolidate multiple personal accounts into one account.
MPF(S)-P(C)
(Download from MPFA's website)
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 written notice to the trustee about the cessation of the employment of the employee.
Please use the Chinese version of declaration form if you would read the jurat in Chinese.
MPF(S)-C(SD)
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 two 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 declaration form if you would read the jurat in Chinese.
INSD
Claim Form for Payment of Accrued Benefits on Ground 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 declaration must be enclosed.
INPR (fillable format)
Claim Form for Payment of Accrued Benefits on Ground 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)
Statutory Declaration for Claims for Payment of Accrued Benefits on Ground of Early Retirement
Supporting documentation for claiming accrued benefits on the ground of early retirement.

Please use the Chinese version of 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 ground of permanent departure from the Hong Kong SAR.

Please use the Chinese version of 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 ground of small balance.

Please use the Chinese version of 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 ground 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 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 ground of terminal illness.

Please 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 ground of total incapacity.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.
MPF(S)-W(M)
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.
INGT
Flexi-Contributions - Partial Withdrawal/ Account Closure Request Form
Request a withdrawal or closure of Flexi-Contributions.
INPD
Partial Withdrawal Request Form
Request a withdrawal of benefits which are not subject to the MPF preservation requirements. Employer's approval may be required.
IN54
Instructions for Treatment of Accrued Benefits after Retirement Age
Notify treatment of accrued benefits after you have reached age 65.
INAT
Duplicate Statement Requisition Form
Request a duplicate copy of any previous statements (up to the previous seven years).

The handling charge is HKD50 per scheme financial year for each copy.
INFT