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To ensure accurate processing of your requests, always check the code and use the appropriate forms. All forms or written notices must be signed by at least one authorised person designated on the Authorised Signatures Specimen form to give instructions for the corresponding transactions. If you have not yet submitted the above form to us, the authorised person will be the party who signed the Employer Application Form.
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| Form Name Description |
Form Download |
|---|---|
| Employer Application Form Apply to participate in an HSBC MPF scheme. Download Principal Brochure |
IN01 for SuperTrust IN11 for SuperTrust Plus INE1 for SimpleChoice (New) |
| Additional Voluntary Contribution Application Form Set up additional voluntary contributions for your company's MPF scheme. |
IN02 for SuperTrust IN12 for SuperTrust Plus INE2 for SimpleChoice (New) |
| Employer Change of Details Form Notify any change to your business name, address, contact person, contact number, email address and preferred language for correspondence. For changes not listed on the form, please inform us in writing. |
IN05 |
| 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. |
INLS |
| 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. These two forms must be submitted together. 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 HSBC or Hang Seng Bank, or about a month for other bank accounts. |
INDT for SuperTrust INDP for SuperTrust Plus INDE for SimpleChoice (New) IN04 for SuperTrust IN14 for SuperTrust Plus INE4 for SimpleChoice (New) |
| Authorised Signatures Specimen Notify or change the signature specimen of your authorised persons and their authority level. At least one person must be authorised for each type of transaction:
|
INY1 |
| Change of Member's Employment Details Notification Form Notify any change to your employees' pay centre, class or member type. |
INY2 |
| 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. |
INET |
| Participating 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 (INET). Please see Intra-Group Transfers 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. |
INPE |
| Pay Centre Set Up Form 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. |
IN03 |
| Rebalance of Reserve Account Portfolio Form Change the investment allocation of both your existing reserve account balance and any future unvested benefits. |
IN06 for SuperTrust IN16 for SuperTrust Plus INE6 for SimpleChoice (New) |
| Reserve Redirection Form Change the investment allocation of any future unvested benefits. |
IN07 for SuperTrust IN17 for SuperTrust Plus INE7 for SimpleChoice (New) |
| 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. |
IN08 for SuperTrust IN18 for SuperTrust Plus INE8 for SimpleChoice (New) |
| Remittance Statement - Daily Contribution Report relevant income and contributions for daily paid casual employees. |
INB1 for SuperTrust INB2 for SuperTrust Plus |
| 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). |
INMT |
| Duplicate Annual Statement Requisition Form Request a duplicate copy for any previous annual statements (up to the previous seven years). The handling charge is HKD50 per scheme financial year for each copy. |
INYE |
MPF Principal Brochure
Download the Principal Brochure - SuperTrust and SuperTrust Plus (version as of June 2008)
Download the Principal Brochure - SimpleChoice (version as of June 2008) (New)
Enrolment Kit
Download the Enrolment Kit - SuperTrust (version as of June 2008)
Download the Enrolment Kit - SuperTrust Plus (version as of June 2008)
Download the Enrolment Kit - SimpleChoice (version as of January 2008) (New)
EssenceLife
August 2008 Edition
May 2008 Edition
February 2008 Edition
November 2007 Edition
Others
On-going Cost Illustrations
Personal data statement - SuperTrust and SuperTrust Plus
Personal data statement - SimpleChoice (New)
MPF Member Hotline User's Guide
