Download Forms and Documents

Apply to participate in Hang Seng Mandatory Provident Fund – SuperTrust Plus.

Download MPF Scheme Brochure

Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF)

To confirm your personal status under the Common Reporting Standard (CRS) for sole trader.

Entity Tax Residency Self-certification Form (CRS-E (HK)–MPF)

To confirm your business’ status under the Common Reporting Standard (CRS) for all businesses, trusts and partnerships except sole traders.

Controlling Person Tax Residency Self-certification Form (CRS-CP (HK)–MPF)

To be completed by controlling person to confirm his/her status under the Common Reporting Standard (CRS).

Employer's Request for Fund Transfer Form

Notify any transfer of employees to another company's MPF scheme due to a change in business ownership or transfer of employment between companies. This form should be submitted within the permitted period together with the Member Transfer Form (HAET). Please see ‘MPF arrangement for employee transfer between companies’ section under 'Administration Guide for Employers‘ for details to ensure that the appropriate procedures are followed.

This form is also applicable for transferring an MPF scheme between different MPF service providers.

Additional Voluntary Contribution Application Form

Set up additional voluntary contributions for your company's MPF scheme.

New / Change of Direct Debit Instruction Notification Form

Notify an addition or change to a direct debit authorisation for your MPF scheme or a particular pay centre, and authorise deduction of MPF contributions from your bank account.

Please note that about two weeks' processing time is required to set up a direct debit authorisation for a bank account with Hang Seng Bank or HSBC, or about a month for other bank accounts.

HADP

Pay Centre Set Up Form (Fillable format available)

Set up different pay centres for employees with different payroll cycles. It is also applicable for setting up different pay centres for enrolling casual and non-casual employees in order to separate the remittance of contributions due to different payment deadlines under the MPF legislation.

Change of Employer Details Form (Fillable format available)

Notify any change to your business name, address, contact person, contact number, email address and preferred language for correspondence.

For any changes not listed on the form, please inform us in writing.

Authorised Signatures Specimen (Fillable format available)

Add, change or cancel the signature specimen of your authorised persons.

Change of Member's Employment Details Notification Form

Notify any change of your employees' pay centre, class or member type.

Member Transfer Form

Transfer employees between companies whereby the new employer agrees to recognise the employee's length of employment with the existing employer for the purpose of making a Long Service Payment or Severance Payment.

Authorised E-mail Address for Electronic Communication

For employers to provide the authorised email address(es) to the administrator of Hang Seng MPF for communication purpose.

Payment Proof for Long Service Payment / Severance Payment

Supporting documentation for requesting a refund of accrued benefits derived from employer's contributions for offsetting Long Service Payment or Severance Payment.

Rebalance of Reserve Account Portfolio Form

Change the investment allocation of both your existing reserve account balance and any future unvested benefits.

Reserve Redirection Form

Change the investment allocation of any future unvested benefits.

Asset Switch of Existing Balance of Reserve Account Form

Switch all or some of the units from one fund or funds in your reserve account and then reallocate the redeemed amount to another fund or across any of the other funds. Any future amounts transferred into the account will continue to follow your latest investment allocation instruction.

Duplicate Remittance Statement Requisition Form

Request a duplicate copy of any previous Remittance Statements (up to the previous seven years).

The handling charge is HKD50 per statement (minimum HKD200 per request).

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.

Customer Information Form – Corporate Customer

Provide accurate and up-to-date information to support a more secure protection arrangement.

Remittance Statement - Daily Contribution

Report relevant income and contributions for daily paid casual employees.

Remittance Statement – Non-daily Contribution

Report relevant income and contributions for non-daily paid employees.

Remittance Statement – Employee Termination Information

Report termination information (such as, relevant income and last contribution) for terminated employees.

Contribution Surcharge Objection Form

To file an objection to the Payment Notice for Outstanding MPF Contributions and Contribution Surcharge (the "Payment Notice") from MPFA, you should submit this form together with all the relevant supporting documents to MPFA within 14 days from the date of the "Payment Notice".

Notice of scheme termination

Notify the cessation of participation of the employer into the HASE MPF scheme.

Enrol into your employer's MPF scheme.

Important Note: Read our Product Information before you enrol.

Download MPF Scheme Brochure.

HA61 (Fillable format)

HA61 (sample)

Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF)

To confirm your personal status under the Common Reporting Standard (CRS).

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.

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.

HA91 (Fillable format)

HA91 (sample)

Change of Member Signature Specimen

To change the signature specimen.

Scheme Member's Request for Fund Transfer Form (Fillable format available)

Preserve your accrued benefits in the existing Hang Seng Mandatory Provident Fund – SuperTrust Plus when you cease employment; Transfer your accrued benefits from another MPF scheme to a Hang Seng Mandatory Provident Fund – SuperTrust Plus or vice versa.

HAPM (Fillable format)

HAPM (sample)

Scheme Member's Request for Account Consolidation Form

Consolidate multiple MPF personal accounts into one account.

MPF(S)-P(C)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Minimum MPF Benefits Transfer Form

Transfer your minimum MPF benefits from ORSO scheme to Hang Seng Mandatory Provident Fund – SuperTrust Plus when you cease employment.

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.

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 re-balancing 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.

Partial Withdrawal Request Form

Request a withdrawal of benefits that are not subject to the MPF preservation requirements. Employer's approval may be required.

Instructions for Treatment of Accrued Benefits after Retirement Age

Notify treatment of accrued benefits after you have reached age 65.

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.

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.

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)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

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.

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 grounds of retirement at age 65 or early retirement at age 60.

Appropriate supporting documents and, where applicable, a statutory declaration must be enclosed.

Change of Regular Withdrawal Instruction Form

Change the MPF monthly regular withdrawal amount, payment method or cancellation of regular withdrawal instruction.

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 declaration must be enclosed.

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Early Retirement

Supporting documentation for claiming accrued benefits on the grounds of early retirementtooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD1)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Permanent Departure from Hong Kong

Supporting documentation for claiming accrued benefits on the grounds of permanent departure tooltipsfrom the Hong Kong SAR.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD2)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Small Balance

Supporting documentation for claiming accrued benefits on the grounds of small balance tooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD3)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

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 retirementtooltips, small balance tooltipsor permanent departure tooltipsfrom 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)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

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 illnesstooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(T)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Certificate of a Person's Permanent Unfitness for a Particular Kind of Work

Supporting documentation for claiming accrued benefits on the grounds of total incapacitytooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(M)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Apply to participate in Hang Seng Mandatory Provident Fund – SuperTrust Plus.

Download MPF Scheme Brochure.

Self-employed Person Relevant Income Declaration Form

Declare relevant income for each scheme financial year for MPF contributions purposes.

Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF)

To confirm your personal status under the Common Reporting Standard (CRS).

Scheme Member's Request for Fund Transfer Form (Fillable format available)

Transfer of accrued benefits from another MPF scheme to Hang Seng Mandatory Provident Fund – SuperTrust Plus, or vice versa.

It is also applicable for employees who cease employment to transfer their benefits to an individual MPF Personal Account.

HAPM (Fillable format)

HAPM (Sample)

Scheme Member's Request for Account Consolidation Form

Consolidate multiple MPF personal accounts into one account.

MPF(S)-P(C)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

New / Change of Direct Debit Instruction Notification Form

Notify an addition or change to a direct debit authorisation for your MPF scheme or a particular pay centre, and authorise deduction of MPF contributions from your bank account.

Paying your contributions through direct debit saves you time in writing and checking the payee and total amount for each payment.

Please note that about two weeks' processing time is required to set up a direct debit authorisation for a bank account with Hang Seng Bank or HSBC, or about a month for other bank accounts.

HADP

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.

HA91 (Fillable format)

HA91 (Sample)

Change of Member Signature Specimen

To change the signature specimen.

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 re-balancing 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.

Cessation of Self-employment / Transfer of Accrued Benefit Notification Form

Notify your cessation of self-employment or transfer to another MPF scheme.

Duplicate Remittance Statement Requisition Form

Request a duplicate copy of any previous Remittance Statements (up to the previous seven years).

The handling charge is HKD50 per statement (minimum HKD200 per request).

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.

Remittance Statement

Report relevant income and contributions.

Additional Voluntary Contributions Arrangement Form

Set up or cancel regular voluntary contribution arrangement.

Partial Withdrawal Request Form

Request a withdrawal of benefits that are not subject to the MPF preservation requirements.

Instructions for Treatment of Accrued Benefits after Retirement Age

Notify treatment of accrued benefits after age 65.

Customer Information Form – Personal Customer

Provide accurate and up-to-date information to support a more secure protection arrangement.

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 grounds of retirement at age 65 or early retirement at age 60.

Appropriate supporting documents and, where applicable, a statutory declaration must be enclosed.

Change of Regular Withdrawal Instruction Form

Change the MPF monthly regular withdrawal amount, payment method or cancellation of regular withdrawal instruction.

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 ground of Permanent Departure from Hong Kong /Total Incapacity /Terminal Illness /Small Balance /Death.

Appropriate supporting documents and, where applicable, a statutory declaration must be enclosed.

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Early Retirement

Supporting documentation for claiming accrued benefits on the grounds of early retirementtooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD1)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Permanent Departure from Hong Kong

Supporting documentation for claiming accrued benefits on the grounds of permanent departure tooltipsfrom the Hong Kong SAR.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD2)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Small Balance

Supporting documentation for claiming accrued benefits on the grounds of small balance tooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD3)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

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 retirementtooltips, small balance tooltipsor permanent departure tooltipsfrom 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)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

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 illnesstooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(T)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Certificate of a Person's Permanent Unfitness for a Particular Kind of Work

Supporting documentation for claiming accrued benefits on the grounds of total incapacitytooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(M)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Apply to participate in Hang Seng Mandatory Provident Fund – SuperTrust Plus.

Download MPF Scheme Brochure.

Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF)

To confirm your personal status under the Common Reporting Standard (CRS).

Employee Choice Arrangement – 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.

Scheme Member's Request for Fund Transfer Form (Fillable format available)

Transfer of accrued benefits from another MPF scheme to Hang Seng Mandatory Provident Fund – SuperTrust Plus, or vice versa.

It is also applicable for employees who cease employment to transfer their benefits to an individual MPF Personal Account.

HAPM (Fillable format)

HAPM (Sample)

Scheme Member's Request for Account Consolidation Form

Consolidate multiple MPF personal accounts into one account.

MPF(S)-P(C)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

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.

HA91 (Fillable format)

HA91 (Sample)

Change of Member Signature Specimen

To change the signature specimen.

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 re-balancing 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.

Partial Withdrawal Request Form

Request a withdrawal of benefits that are not subject to the MPF preservation requirements.

Instructions for Treatment of Accrued Benefits after Retirement Age

Notify treatment of accrued benefits after age 65.

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.

Customer Information Form – Personal Customer

Provide accurate and up-to-date information to support a more secure protection arrangement.

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 grounds of retirement at age 65 or early retirement at age 60.

Appropriate supporting documents and, where applicable, a statutory declaration must be enclosed.

Change of Regular Withdrawal Instruction Form

Change the MPF monthly regular withdrawal amount, payment method or cancellation of regular withdrawal instruction.

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 declaration must be enclosed.

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Early Retirement

Supporting documentation for claiming accrued benefits on the grounds of early retirementtooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD1)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Permanent Departure from Hong Kong

Supporting documentation for claiming accrued benefits on the grounds of permanent departure tooltipsfrom the Hong Kong SAR.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD2)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Small Balance

Supporting documentation for claiming accrued benefits on the grounds of small balance tooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD3)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

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 retirementtooltips, small balance tooltipsor permanent departure tooltipsfrom 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)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

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 illnesstooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(T)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Certificate of a Person's Permanent Unfitness for a Particular Kind of Work

Supporting documentation for claiming accrued benefits on the grounds of total incapacitytooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(M)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Set up regular Flexi-Contributions via direct debit, or make ad hoc lump sum Flexi-Contributions.

Flexi-Contributions Application Form (Personal Account Holder)

Set up regular Flexi-Contributions via direct debit, or make ad hoc lump sum Flexi-Contributions.

Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF)

To confirm your personal status under the Common Reporting Standard (CRS).

Flexi-Contribution Lump Sum Deposit Form (Flexi-Contribution Account Holder)

Make lump sum deposit at any time. Lump sum deposit can be made by direct debit if member has a regular Flexi-Contributions instruction.

Change of Regular Flexi-Contribution Instruction Form (Employee)

Change the contribution amount, direct debit details or cancellation of regular Flexi-Contributions instruction.

Flexi-Contribution Account Maintenance Request Form (Flexi-Contribution Account Holder)

Change the contribution amount, direct debit details or cancellation of regular Flexi-Contributions instruction.

Flexi-Contributions - Partial Withdrawal / Account Closure Request Form (Employee / Personal Account Holder)

Request a withdrawal or closure of Flexi-Contributions.

Customer Information Form – Personal Customer

Provide accurate and up-to-date information to support a more secure protection arrangement.

Apply to participate in Hang Seng Mandatory Provident Fund – SuperTrust Plus.

Download MPF Scheme Brochure.

Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF)

To confirm your personal status under the Common Reporting Standard (CRS).

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.

HA91 (Fillable format)

HA91 (Sample)

Change of Member Signature Specimen

To change the signature specimen.

Set up / Change of Regular Tax Deductible Voluntary Contributions Instruction Form

Change the contribution amount, direct debit details or cancellation of regular Tax Deductible Voluntary Contributions instruction.

Tax Deductible Voluntary Contributions Lump Sum Deposit Form

Make lump sum Tax Deductible Voluntary Contributions.

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 re-balancing 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.

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 Hang Seng Mandatory Provident Fund – SuperTrust Plus, or vice versa.

Customer Information Form – Personal Customer

Provide accurate and up-to-date information to support a more secure protection arrangement.

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 grounds of retirement at age 65 or early retirement at age 60.

Appropriate supporting documents and, where applicable, a statutory declaration must be enclosed.

Change of Regular Withdrawal Instruction Form

Change the MPF monthly regular withdrawal amount, payment method or cancellation of regular withdrawal instruction.

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 declaration must be enclosed.

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Early Retirement

Supporting documentation for claiming accrued benefits on the grounds of early retirementtooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD1)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Permanent Departure from Hong Kong

Supporting documentation for claiming accrued benefits on the grounds of permanent departure tooltipsfrom the Hong Kong SAR.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD2)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Statutory Declaration for Claims for Payment of Accrued Benefits on Grounds of Small Balance

Supporting documentation for claiming accrued benefits on the grounds of small balance tooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(SD3)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

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 retirementtooltips, small balance tooltipsor permanent departure tooltipsfrom 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)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

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 illnesstooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(T)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Certificate of a Person's Permanent Unfitness for a Particular Kind of Work

Supporting documentation for claiming accrued benefits on the grounds of total incapacitytooltips.

Please use the Chinese version of declaration form if you would read the jurat in Chinese.

MPF(S)-W(M)

(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

Instructions for Treatment of Accrued Benefits after Retirement Age

Notify treatment of accrued benefits after age 65.

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.