Download Forms and Documents

Download Forms and Documents

POSTAGE REMINDER - Please be aware of the latest postage rates and affix sufficient postage in order to avoid unnecessary delay or non-delivery of your mail items.

In order to provide the MPF service in a more efficient way to our customers, we sincerely advise you to directly mail the administrative documents to Hang Seng MPF Administrator. The address is as follows:

The Hongkong and Shanghai Banking Corporation Limited
PO Box 73770 Kowloon Central Post Office
(Hang Seng MPF)

Commonly Used Forms for Employers

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

Forms	Form Code
Employer Application Form Apply to participate in Hang Seng Mandatory Provident Fund – SuperTrust Plus Download MPF Scheme Brochure	HA11
Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF) To confirm your personal status under the Common Reporting Standard (CRS) for sole trader.	HACI
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.	HACE
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).	HACC
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.	HAPE
Additional Voluntary Contribution Application Form Set up additional voluntary contributions for your company's MPF scheme.	HA12
New / Change of Direct Debit Instruction Notification Form Direct Debit Authorisation 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 HA14
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.	HA03 (fillable format)
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 other changes not listed on the form, please inform us in writing.	HA05 (fillable format)
Authorised Signatures Specimen (Fillable format available) Add, change or cancel the signature specimen of your authorised persons	HAY1 (fillable format)
Change of Member's Employment Details Notification Form Notify any change of your employees' pay centre, class or member type	HAY2
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.	HAET
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	HAYC
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	HALS
Rebalance of Reserve Account Portfolio Form Change the investment allocation of both your existing reserve account balance and any future unvested benefits	HA16
Reserve Redirection Form Change the investment allocation of any future unvested benefits	HA17
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.	HA18
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)	HAMT
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.	HAFT
Customer Information Form – Corporate Customer Provide accurate and up-to-date information to support a more secure protection arrangement.	HAKV
Remittance Statement - Daily Contribution Report relevant income and contributions for daily paid casual employees.	HAB2
Remittance Statement – Non-daily Contribution Report relevant income and contributions for non-daily paid employees.	HAB2a
Remittance Statement – Employee Termination Information Report termination information (such as, relevant income and last contribution) for terminated employees.	HAZ3
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".	Contribution Surcharge Objection Form (The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)
Notice of scheme termination Notify the cessation of participation of the employer into the HASE MPF scheme	HAOT

Commonly Used Forms for Employees

For employees of the Government of the HKSAR, please logon to specified webpage via Hang Seng Personal e-Banking (click here) to download the relevant MPF forms.

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

Forms

Form Code

Employee Application Form (Fillable format available)
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).

HACI

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.

HA55

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 other 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.

HA92

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

HAMB

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

HAEC

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.

HABP

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

HA54

Instructions for Treatment of Accrued Benefits after Retirement Age
Notify treatment of accrued benefits after you have reached age 65.

HAAT

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.

HAFT

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.

HAGT

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.

HASD

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.

HAPR (Fillable format)

Change of Regular Withdrawal Instruction Form
Change the MPF monthly regular withdrawal amount, payment method or cancellation of regular withdrawal instruction.

HARW

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.

HAPO (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)
(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 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)
(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 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)
(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 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)
(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 ground of terminal illness .

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 ground of total incapacity .

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.)

Commonly Used Forms for Self-Employed Persons

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

Forms

Form Code

Self-employed Application Form
Apply to participate in Hang Seng Mandatory Provident Fund – SuperTrust Plus

Download MPF Scheme Brochure

HA31

Self-employed Person Relevant Income Declaration Form
Declare relevant income for each financial year for MPF contributions purposes

HA24

Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF)
To confirm your personal status under the Common Reporting Standard (CRS).

HACI

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

Direct Debit Authorisation
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

HA14

HA91 (Fillable format)
HA91 (sample)

Change of Member Signature Specimen
To change the signature specimen.

HA92

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.

HABP

Cessation of Self-employment / Transfer of Accrued Benefit Notification Form
Notify your cessation of self-employment or transfer to another MPF scheme

HA33

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)

HAMT

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.

HAFT

Remittance Statement
Report relevant income and contributions.

HAB4

Additional Voluntary Contributions Arrangement Form
Set up or cancel regular voluntary contribution arrangement.

HAPS

Partial Withdrawal Request Form
Request a withdrawal of benefits which are not subject to the MPF preservation requirements.

HA22

Instructions for Treatment of Accrued Benefits after Retirement Age
Notify treatment of accrued benefits after age 65.

HAAT

Customer Information Form – Personal Customer
Provide accurate and up-to-date information to support a more secure protection arrangement.

HAKE

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

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

HAPR (Fillable format)

Change of Regular Withdrawal Instruction Form
Change the MPF monthly regular withdrawal amount, payment method or cancellation of regular withdrawal instruction.

HARW

HAPO (Fillable format)

MPF(S)-W(SD1)
(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

MPF(S)-W(SD2)
(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

MPF(S)-W(SD3)
(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

MPF(S)-W(SD4)
(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

MPF(S)-W(T)
(The relevant form can be downloaded from the MPFA’s website at www.mpfa.org.hk.)

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

Commonly Used Forms for Personal Account Holders

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

Forms	Form Code
Personal Account Holder Application Form Apply to participate in Hang Seng Mandatory Provident Fund – SuperTrust Plus Download MPF Scheme Brochure	HA81
Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF) To confirm your personal status under the Common Reporting Standard (CRS).	HACI
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	If you wish to transfer your accrued benefits from one MPF registered scheme to another, please be aware of how the transferred-in accrued benefits will be invested. In general, the transferred-in accrued benefits will be invested according to the Default Investment Strategy (“DIS”) if you have not given any valid investment instructions for the transferred-in accrued benefits of the account to the new trustee. Please approach your new trustee to seek clarification, where necessary. If you wish to change or specify an investment instruction for the account in the new scheme, please also approach the new trustee. HAEC
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	If you wish to transfer your accrued benefits from one MPF registered scheme to another, please be aware of how the transferred-in accrued benefits will be invested. In general, the transferred-in accrued benefits will be invested according to the Default Investment Strategy (“DIS”) if you have not given any valid investment instructions for the transferred-in accrued benefits of the account to the new trustee. Please approach your new trustee to seek clarification, where necessary. If you wish to change or specify an investment instruction for the account in the new scheme, please also approach the new trustee. 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 other 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.	HA92
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.	HABP
Partial Withdrawal Request Form Request a withdrawal of benefits which are not subject to the MPF preservation requirements.	HA72
Instructions for Treatment of Accrued Benefits after Retirement Age Notify treatment of accrued benefits after age 65.	HAAT
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.	HAFT
Customer Information Form – Personal Customer Provide accurate and up-to-date information to support a more secure protection arrangement.	HAKE
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.	HAPR (Fillable format)
Change of Regular Withdrawal Instruction Form Change the MPF monthly regular withdrawal amount, payment method or cancellation of regular withdrawal instruction.	HARW
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.	HAPO (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) (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 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) (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 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) (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 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) (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 ground of terminal illness . 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 ground of total incapacity . 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.)

Commonly Used Forms for Flexi-Contributions

Forms	Form Code
Flexi-Contributions Application Form (Employee) Set up regular Flexi-Contributions via direct debit, or make ad hoc lump sum Flexi-Contributions	HAPC
Flexi-Contributions Application Form (Personal Account Holder) Set up regular Flexi-Contributions via direct debit, or make ad hoc lump sum Flexi-Contributions	HAPH
Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF) To confirm your personal status under the Common Reporting Standard (CRS).	HACI
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.	HAVT
Change of Regular Flexi-Contribution Instruction Form (Employee) Change the contribution amount, direct debit details or cancellation of regular Flexi-Contributions instruction	HAPA
Flexi-Contribution Account Maintenance Request Form (Flexi-Contribution Account Holder) Change the contribution amount, direct debit details or cancellation of regular Flexi-Contributions instruction	HAPP
Flexi-Contributions - Partial Withdrawal / Account Closure Request Form (Employee / Personal Account Holder) Request a withdrawal or closure of Flexi-Contributions	HAPD
Customer Information Form – Personal Customer Provide accurate and up-to-date information to support a more secure protection arrangement.	HAKE

Commonly Used Forms for Tax Deductible Voluntary Contributions Account Holders

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Forms	Form Code
Tax Deductible Voluntary Contributions Account Holder Application Form (Fillable format available) Apply to participate in Hang Seng Mandatory Provident Fund – SuperTrust Plus Download MPF Scheme Brochure	HATC (Fillable format)
Individual Tax Residency Self-certification Form (CRS-I (HK)–MPF) To confirm your personal status under the Common Reporting Standard (CRS).	HACI
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 other 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.	HA92
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.	HATA
Tax Deductible Voluntary Contributions Lump Sum Deposit Form Make lump sum Tax Deductible Voluntary Contributions.	HATT
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.	HABP
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.	HAPT (Fillable format)
Customer Information Form – Personal Customer Provide accurate and up-to-date information to support a more secure protection arrangement.	HAKE
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.	HAPR (Fillable format)
Change of Regular Withdrawal Instruction Form Change the MPF monthly regular withdrawal amount, payment method or cancellation of regular withdrawal instruction.	HARW
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 declarations must be enclosed.	HAPO (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) (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 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) (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 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) (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 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) (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 ground of terminal illness. 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 ground of total incapacity . 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.	HAAT
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.	HAFT

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MPF Award Leaflet

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Hang Seng MPF Hotline	Make an e-Appointment
Existing MPF Customers	Make a reservation online and meet with our MPF Specialists at designated branches
- Employers: 2288 6822
- Members / Self-employed persons: 2213 2213
- HKSARG Employees: 2269 2269
Non-existing MPF Customers
- Enquiries / Apply for Hang Seng MPF: 2997 2838

	On-going Cost Illustrations (December 2022 version)
	Personal Information Collection Statement for Hang Seng MPF
	Terms and conditions for Hang Seng MPF member services
	MPF Contribution Day Reminder
	Designated Hang Seng Bank branches with MPF drop-in boxes

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	“Special Bonus Unit Offer” Promotional Leaflet
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	Key Scheme Information Document (November 2022 version)
	MPF Scheme Brochure (May 2023 version)
	Master Trust Deed (December 2019 version)