Reserve Account Portfolio Rebalancing Form Change the investment allocation of your current reserve account balance and future vested benefits Proof of payment for long service Payment/severance pay Proof of claim for accrued benefits resulting from employer contributions to compensate for long-term payment or severance pay To ensure the correct processing of your requests, Always check the form code and use the appropriate forms. You can check your registration confirmation to find out which program you are participating in and other details such as schema ID and MPF membership number. Application Form for Payment of Benefits Accrued for Permanent Departure from Hong Kong/Total Disability/Incurable Illness/Low Credit/Death [FORM MPF(S) – W(O)] (Fillable format available) Application for benefits accrued due to permanent departure from Hong Kong / total disability/incurable illness/low credit/death Appropriate supporting documents and, if applicable, The affidavit must be attached. Cessation of self-employment / transfer of accrued rights Notification form Report your cessation of self-employment or transition to another MPF system Legal declaration by the estate committee of a member of the system for claims for payment of accrued benefits Supporting documents for claiming benefits accrued due to early retirement, small assets or permanent departure from Hong Kong by a Probate Committee on behalf of a member of the system with a mental disability. If you wish to transfer your purchased benefits from one MPF registered system to another, please note how the transferred accrued benefits are invested. Generally, accrued rights paid will be invested in accordance with the default investment strategy (“CIS”) if you have not provided the new trustee with valid investment instructions for the accrued rights transferred from the account. If necessary, please contact your new trustee for clarification. If you wish to change or specify an investment instruction for the account in the new system, please also contact the new trustee. Proof of entitlement to benefits accrued on the basis of early retirement. Please use the Chinese version of the declaration form if you wish to read the Jurat in Chinese. Personal Data Change Form (fillable format available) Notify us of any changes to personal information, including address, contact number, email address and preferred language for correspondence, etc.

Plan Member Transfer Request Form (fillable format available) Transfer of accrued benefits from another MPF system to the Hang Seng Mandatory Provident Fund – SuperTrust Plus or vice versa It also applies to employees who terminate their employment in order to transfer their benefits to an individual private MPF account. Application Form for Payment of Benefits Accrued Due to Retirement Age of 65 or Early Retirement [FORM MPF(S) – W(R)] (Fillable format available) Entitlement to a lump sum or instalment payments of benefits accrued by reason of retirement at age 65 or early retirement at age 60 Supporting documents and, If applicable, an affidavit must be attached. Please read the guidelines before completing the form: Statement of Recommendation – Employee Termination Information Termination Information Termination information (e.g. relevant income and last contribution) for terminated employees. Employee Request Form (fillable format available) Enroll in your employer`s MPF program Important note: Read our product information before registering Download the MPF System Brochure This form must be submitted in conjunction with the Affidavit of Termination of Employment (MPF(S)-C(SD)). Entitlement to benefits accrued due to permanent departure from Hong Kong/total incapacity for work/incurable illness/low credit/death. Supporting documents and, if applicable, an affidavit must be attached. Please use the Chinese version of the declaration form if you wish to read the Jurat in Chinese.

Duplicate Transfer Statement Request Form Request a duplicate of all previous transfer statements (up to the last seven years). The processing fee is HKD 50 per statement (minimum HKD 200 per application) Modify the investment instruction form Change the investment instruction for your existing investments and/or future contributions and/or accrued benefits transferred from another registered system. This form applies if you: Application form for a fund member application (fillable format available) Employee application form (fillable format available) Register for your employer`s MPF program. Pay Centre Configuration Form (fillable format available) Set up different pay centres for employees with different billing cycles. It also applies to the establishment of different remuneration centres for the registration of casual and non-casual workers in order to separate the transfer of contributions due to different payment periods in accordance with the MPF legislation. Reserve Diversion Form Change in the allocation of investments for future vested benefits Request payment of benefits that are not subject to the maintenance requirements of the MPF. Employer consent may be required. Program Member Transfer Request Form (fillable format available) Keep your accrued benefits in the existing Hang Seng Mandatory Provident Fund – SuperTrust Plus when you terminate your employment; Transfer your purchased benefits from another MPF system to a mandatory provident fund Hang Seng – SuperTrust Plus or vice versa Surtax Appeal Form (The corresponding form can be downloaded from the MPFA website under www.mpfa.org.hk.) Employer Transfer Request Form Report any transfer of employees to another company`s FAI program due to a change of ownership or transfer of employment between businesses. This form must be submitted within the deadline with the Member Transfer Form (HAET). Please refer to the section “MPF Agreement for the Transfer of Employees between Companies” under “Administrative Guide for Employers” for more details to ensure that the relevant procedures are followed. This form also applies to the transfer of an MPF system between different MPF service providers. For changes that are not on the form, please inform us in writing.

Keep your accrued benefits in HSBC`s current FAI system when you end your employment; Transfer your purchased services from another MPF system to an HSBC MPF system or vice versa. Affidavit of Entitlement to Payment of Benefits Accrued as a Result of Early Retirement Proof of entitlement to accrued early retirement benefits. After we receive your form, we will contact you for due diligence purposes before completing your application. We encourage you to call our Member Helpline at 3128-0128 or visit one of our designated offices to inquire in advance about this request. Application from the Voluntary Tax Deductible Contribution (TVC) Transfer Plan Member (fillable format available) Transfer tax-deductible voluntary contributions from accrued benefits from another MPF scheme to the Hang Seng Mandatory Provident Fund – SuperTrust Plus or vice versa. Obtain your consent from the employer to claim voluntary contributions resulting from voluntary employer contributions (if applicable), employer ORSO transfers (if applicable), employer special contributions (if applicable), employee voluntary contributions (if applicable) and member ORSO transfers (if applicable) due to an incurable illness in the course of employment. Transfer of your acquired benefits from the contribution account of the original plan to the account of a new plan that you proposed during the employment relationship. If employees who joined an ORSO program after December 1, 2000 (i.e.