Download Forms and Documents


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 – HSBC Life (International) Limited. The address is as follows:

HSBC Life (International) Limited
PO Box 73770 Kowloon Central Post Office
(Hang Seng MPF)


Commonly Used Forms for Employers

Forms

Form Code

SuperTrust

SuperTrust Plus

SimpleChoice

ValueChoice

Employer Application Form
Apply to participate in an Hang Seng MPF scheme
Important Note: Read our Scheme Information before you enrol
Download Principal Brochure

HA01

HA11

HAE1

HAV1

Employer's Request for Fund Transfer Form
Apply to transfer the MPF scheme between different MPF service providers

HAPE

Additional Voluntary Contribution Application Form
Set up additional voluntary contributions for your company's MPF scheme.

HA02

HA12

HAE2

HAV2

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

HADT

HA04

HADP

HA14

HADE

HAE4

HADV

HAV4

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.

HA03

Employer Change of Details Form
Notify any change to your business name, address, contact person, contact number, email address and preferred language for correspondence.

HA05

Authorised Signatures Specimen
Change of authorised instruction and add and/or cancel authorised personnel

HAY1

Change of Member's Employment Details Notification Form
Change of employees' pay centre, class and/or  member type

HAY2

Payment Proof for Long Service Payment / Severance Payment
To request 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

HA06

HA16

HAE6

HAV6

Reserve Redirection Form
Change the investment allocation of any future unvested benefits

HA07

HA17

HAE7

HAV7

Asset Switch of Existing Balance of Reserve Account Form
Reallocate the investment allocation of existing reserve account

HA08

HA18

HAE8

HAV8

Duplicate Remittance Statement Requisition Form
The handling charge is HKD50 per statement (minimum HKD200 per request)

HAMT

Remittance Statement - Daily Contribution
Report relevant income and contributions for daily paid casual employees.

HAB1

HAB2

HAB7

HABA

Remittance Statement – Non Daily Contribution
Report relevant income and contributions for non daily paid casual or non-casual employees.

HAB1a

HAB2a

HAB7a

HABAa

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.)



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.

Forms

Form Code

SuperTrust

SuperTrust Plus

SimpleChoice

ValueChoice

Employee Application Form
Enrol in Hang Seng MPF
Important Note: Read our Scheme Information before you enrol
Download Principal Brochure

HA51

HA61

HAM1

HAX1

Flexi-Contributions Application Form
Set up a regular flexi-contribution account by monthly direct debit and/or make a lump-sum deposit at any time

HAPC

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
Change of contact details, correspondence address and preferred language

HA91

Change of Member Signature Specimen
To change the signature specimen.

HA92

Scheme Member's Request for Fund Transfer Form
Transfer your accrued benefits from another MPF scheme to a Hang Seng MPF scheme or vice versa

HAPM

Scheme Member's Request For Account Consolidation Form
Consolidation of multiple personal accounts by transferring all accrued benefits from several MPF personal accounts to an account of a Hang Seng MPF scheme or any other MPF scheme account.

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

Employee Choice Arrangement – Transfer Election Form
To transfer your accrued benefits attributable to your own mandatory contributions(the employee's mandatory contributions) made under your current employment, or the accrued benefits which relate to previous employment or self-employed to a personal account with Hang Seng MPF or any other MPF scheme.

HAEC

Rebalance of Existing Portfolio Form
Change the investment allocation of both existing account balance and any future contributions or amounts transferred into your account. We will redeem the necessary units to rebalance the portfolio of your existing account balance.

For SimpleChoice
Your portfolio rebalance can be performed only once per calendar year. Subsequent requests will be rejected.

HABT

HABP

HABE

HABV

Contribution Redirection Form
Change the investment allocation of any future contributions or amounts transferred into your account. The investment allocation of your existing account balance will remain unchanged.

HART

HARP

N/A

HARV

Asset Switch of Existing Balance Form
Switch all or some of the units from one fund or funds and then re-allocate the redeemed amount to another fund or across any of the funds. The investment allocation of any future contributions or amounts transferred into your account will remain unchanged.

HAST

HASP

N/A

HASV

Claim Form for Payment of Accrued Benefits
Claim for payment of accrued benefit

HAPW



Commonly Used Forms for Self-Employed Persons

Forms

Form Code

SuperTrust

SuperTrust Plus

SimpleChoice

ValueChoice

Self-employed Application Form
Enrol in Hang Seng MPF
Important Note: Read our Scheme Information before you enrol
Download Principal Brochure

HA21

HA31

HA41

HAL1

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

HA24

Scheme Member's Request for Fund Transfer Form
Transfer your accrued benefits from another MPF scheme to a Hang Seng MPF scheme or vice versa

HAPM

Scheme Member's Request For Account Consolidation Form
Consolidation of multiple personal accounts by transferring all accrued benefits from several MPF personal accounts to an account of a Hang Seng MPF scheme or any other MPF scheme 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. These two forms must be submitted together

HADT

HA04

HADP

HA14

HADE

HAE4

HADV

HAV4

Personal Details Change Form
Change of contact details, correspondence address and preferred language

HA91

Change of Member Signature Specimen
To change the signature specimen.

HA92

Rebalance of Existing Portfolio Form
Change the investment allocation of both existing account balance and any future contributions or amounts transferred into your account. We will redeem the necessary units to rebalance the portfolio of your existing account balance.

For SimpleChoice
Your portfolio rebalance can be performed only once per calendar year. Subsequent requests will be rejected.

HABT

HABP

HABE

HABV

Contribution Redirection Form
Change the investment allocation of any future contributions or amounts transferred into your account. The investment allocation of your existing account balance will remain unchanged.

HART

HARP

N/A

HARV

Asset Switch of Existing Balance Form
Switch all or some of the units from one fund or funds and then re-allocate the redeemed amount to another fund or across any of the funds. The investment allocation of any future contributions or amounts transferred into your account will remain unchanged.

HAST

HASP

N/A

HASV

Cessation of Self-employment / Transfer of Accrued Benefit Notification Form
Report cessation of self-employment or transfer accrued benefits to another Trustee / scheme without ceasing self-employment

HA23

HA33

HA43

HAL3

Claim Form for Payment of Accrued Benefits
Claim for payment of accrued benefit

HAPW

Duplicate Remittance Statement Requisition Form
The handling charge is HKD50 per statement (minimum HKD200 per request)

HAMT

Additional Voluntary Contributions Arrangement Form
Make regular or cancel regular voluntary contribution instructions.

HAPS



Commonly Used Forms for Personal Account Holders

Forms

Form Code

SuperTrust

SuperTrust Plus

SimpleChoice

ValueChoice

Personal Account Holder Application Form
Apply to participate in an Hang Seng MPF scheme
Important Note: Read our Scheme Information before you enrol
Download Principal Brochure

HA71

HA81

HA77

HA88

Employee Choice Arrangement – Transfer Election Form
To transfer your accrued benefits attributable to your own mandatory contributions(the employee’s mandatory contributions) made under your current employment, or the accrued benefits which relate to previous employment or self-employed to a personal account with Hang Seng MPF or any other MPF scheme.

HAEC

Scheme Member's Request for Fund Transfer Form
Transfer your accrued benefits from another MPF scheme to a Hang Seng MPF scheme or vice versa

HAPM

Scheme Member's Request For Account Consolidation Form
Consolidation of multiple personal accounts by transferring all accrued benefits from several MPF personal accounts to an account of a Hang Seng MPF scheme or any other MPF scheme account.

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

Flexi-Contributions Application Form Set up a regular flexi-contribution account by monthly direct debit and/or make a lump-sum deposit at any time

HAPH

Personal Details Change Form
Change of contact details, correspondence address and preferred language

HA91

Change of Member Signature Specimen
To change the signature specimen.

HA92

Rebalance of Existing Portfolio Form
Change the investment allocation of both existing account balance and any future contributions or amounts transferred into your account. We will redeem the necessary units to rebalance the portfolio of your existing account balance.

For SimpleChoice
Your portfolio rebalance can be performed only once per calendar year. Subsequent requests will be rejected.

HABT

HABP

HABE

HABV

Contribution Redirection Form
Change the investment allocation of any future contributions or amounts transferred into your account. The investment allocation of your existing account balance will remain unchanged.

HART

HARP

N/A

HARV

Asset Switch of Existing Balance Form
Switch all or some of the units from one fund or funds and then re-allocate the redeemed amount to another fund or across any of the funds. The investment allocation of any future contributions or amounts transferred into your account will remain unchanged.

HAST

HASP

N/A

HASV

Claim Form for Payment of Accrued Benefits
Claim for payment of accrued benefit

HAPW



Principal Brochure



Introduction to Hang Seng MPF



Hang Seng MPF Personal Account



Management Fees – Personal Account



MPF Guide



Enrolment Kit



Brief Introduction (ValueChoice)

ValueChoice (Nov 2013 Version) (This material has been replaced by Enrolment Kit from 15 April 2014)


Employee Enrolment Video



Member's Guide



Business Link



Annual Member Newsletter



Others

MPF Contribution Day Reminder
Hang Seng MPF Service Hotline User’s Guide (This material has been incorporated in Member’s Guide from 1 April 2014)
              

What's New (Archive)

1 April 2014
New Hang Seng MPF Guide, Enrolment Kit and Member's Guide
17 October 2013
Newly Amended Minimum and Maximum Relevant Income Levels for MPF Mandatory Contributions
8 October 2013
New Form - Scheme Member's Request for Account Consolidation Form
13 September 2013
Update on the List of Designated Hang Seng Bank branches with MPF drop-in boxes
22 August 2013
Notice to Participating Employers and Scheme Members of Hang Seng Mandatory Provident Fund
5 June 2013
Update on the List of Designated Hang Seng Bank branches with MPF drop-in boxes
13 May 2013
Update on the List of Designated Hang Seng Bank branches with MPF drop-in boxes
11 January 2013
Notice to Participating Employers and Scheme Members of Hang Seng Mandatory Provident Fund
9 December 2012
Update Description of Constituent Fund Risk Ratings
19 November 2012
Provide with Monthly Fund Performance Summary
22 October 2012
Notice to Participating Employers and Scheme Members of Hang Seng Mandatory Provident Fund
24 September 2012
Update on the List of Designated Hang Seng Bank branches with MPF drop-in boxes
22 May 2012
Amendment of Maximum Level of Relevant Income for MPF Mandatory Contributions to HKD25,000
12 December 2011
Update on Hang Seng MPF SuperTrust/SuperTrust Plus/SimpleChoice Principal Brochure
1 November 2011
Amendment of minimum level of relevant income for MPF contributions
26 September 2011
Offset of Long Service Payment or Severance Payment with accrued benefits derived from employers' contributions
22 August 2011
Notice to scheme members on Hang Seng MPF Principal Brochure updates
29 June 2011
Update on List of Designated Hang Seng Bank branches with MPF drop-in boxes
31 May 2011
Notice to Participating Employers and Scheme Members of Hang Seng Mandatory Provident Fund ("Hang Seng MPF")
9 February 2011
Update of the Hang Seng Mandatory Provident Fund 'Principal Brochure' (Lowering the management fee of the selected constituent funds)
24 August 2010
Notice to participating employers and scheme members on MPF Principal Brochure updates
24 August 2010
New risk rating scale for Constituent Funds




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