ORSO Forms And Reports

ORSO forms and reports

Find the most commonly used forms for matters relating to ORSO, Wayfoong Multi-funding System (WMFS), or the HSBC Pooled Provident Plan (PPP). You can also see the latest investment performance reports here.

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ORSO forms and reports

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Wayfoong Multi-funding System forms

For employees
For employers

Wayfoong Multi-funding System forms

For employees

You can find Wayfoong Multi-funding System forms for employees in the following table. All forms are in PDF format.
Form name	For a defined contribution scheme	For a defined benefits scheme
Member application form To enroll in your employer's ORSO scheme	INEN01 form	INEN51 form
Personal details change form To notify us of any changes to your personal details including address, contact number and email address	INCDEE01 form	INCDEE51 form
Change of investment instruction by member form* To change the investment allocation of your existing account balances and/or future contributions	INCI06 form	N/A
Member termination form* To end your membership from your employer's ORSO scheme upon ceasing your employment	INTE01 form Applies to defined contribution schemes without Deferred Member Arrangement under Wayfoong Multi-funding System INTE02 form Applies to defined contribution schemes with Deferred Member Arrangement under Wayfoong Multi-funding System	INTE51 form
Deferred member account application form* To opt for membership under the Wayfoong Multi-funding System Deferred Member Arrangement if you're ceasing membership in a designated retirement scheme under the WMFS	INDMAEN form	N/A
Deferred Member Arrangement – Account Closure Form To close your deferred member account under the Wayfoong Multi-funding System and withdraw the account balance	INDMAAC form	N/A
Minimum MPF benefits transfer form To transfer your minimum MPF benefits from your employer's ORSO scheme to an MPF scheme	INMMB01 form	INMMB01 form

You can find Wayfoong Multi-funding System forms for employees in the following table. All forms are in PDF format.
Form name	Member application form To enroll in your employer's ORSO scheme
For a defined contribution scheme	INEN01 form
For a defined benefits scheme	INEN51 form

Form name	Personal details change form To notify us of any changes to your personal details including address, contact number and email address
For a defined contribution scheme	INCDEE01 form
For a defined benefits scheme	INCDEE51 form

Form name	Change of investment instruction by member form* To change the investment allocation of your existing account balances and/or future contributions
For a defined contribution scheme	INCI06 form
For a defined benefits scheme	N/A

Form name	Member termination form* To end your membership from your employer's ORSO scheme upon ceasing your employment
For a defined contribution scheme	INTE01 form Applies to defined contribution schemes without Deferred Member Arrangement under Wayfoong Multi-funding System INTE02 form Applies to defined contribution schemes with Deferred Member Arrangement under Wayfoong Multi-funding System
For a defined benefits scheme	INTE51 form

Form name	Deferred member account application form* To opt for membership under the Wayfoong Multi-funding System Deferred Member Arrangement if you're ceasing membership in a designated retirement scheme under the WMFS
For a defined contribution scheme	INDMAEN form
For a defined benefits scheme	N/A

Form name	Deferred Member Arrangement – Account Closure Form To close your deferred member account under the Wayfoong Multi-funding System and withdraw the account balance
For a defined contribution scheme	INDMAAC form
For a defined benefits scheme	N/A

Form name	Minimum MPF benefits transfer form To transfer your minimum MPF benefits from your employer's ORSO scheme to an MPF scheme
For a defined contribution scheme	INMMB01 form
For a defined benefits scheme	INMMB01 form

* Please check with your employer whether this form applies to you as the rules and arrangements may vary between retirement schemes

For employers

You can find Wayfoong Multi-funding System forms for employers in the following table. All forms are in PDF format.
Form name	For a defined contribution scheme	For a defined benefits scheme
Schedule of contributions form To report monthly contribution details	INSC01 form	INSC51 form
Change of member data report form To notify us of any changes to an employee's details including salary, category ID and job grade	INCDR01 form	INCDR51 form
Employer change of details form To notify us of any changes to your business details including name, address, contact person, contact number and email address	INCDER01 form	INCDER01 form
Change of investment instruction by employer form To change the investment allocation of existing account balances and/or future contributions	N/A	INCI51 form
Payment proof for long service payment / severance payment form To request for a refund of vested benefits derived from employer contributions to offset the long service / severance payment made to a member (Applicable for schemes NOT covered by the Employment and Retirement Schemes Legislation (Offsetting Arrangement) (Amendment) Ordinance 2022)	INLS01 form	INLS01 form
Payment proof for long service payment / severance payment form To request for a refund of vested benefits derived from employer contributions to offset the long service / severance payment made to a member (Applicable for schemes covered by the Employment and Retirement Schemes Legislation (Offsetting Arrangement) (Amendment) Ordinance 2022 from 1 May 2025)	INLS01(EX) form	INLS01(EX) form

You can find Wayfoong Multi-funding System forms for employers in the following table. All forms are in PDF format.
Form name	Schedule of contributions form To report monthly contribution details
For a defined contribution scheme	INSC01 form
For a defined benefits scheme	INSC51 form

Form name	Change of member data report form To notify us of any changes to an employee's details including salary, category ID and job grade
For a defined contribution scheme	INCDR01 form
For a defined benefits scheme	INCDR51 form

Form name	Employer change of details form To notify us of any changes to your business details including name, address, contact person, contact number and email address
For a defined contribution scheme	INCDER01 form
For a defined benefits scheme	INCDER01 form

Form name	Change of investment instruction by employer form To change the investment allocation of existing account balances and/or future contributions
For a defined contribution scheme	N/A
For a defined benefits scheme	INCI51 form

Form name	Payment proof for long service payment / severance payment form To request for a refund of vested benefits derived from employer contributions to offset the long service / severance payment made to a member (Applicable for schemes NOT covered by the Employment and Retirement Schemes Legislation (Offsetting Arrangement) (Amendment) Ordinance 2022)
For a defined contribution scheme	INLS01 form
For a defined benefits scheme	INLS01 form

Form name	Payment proof for long service payment / severance payment form To request for a refund of vested benefits derived from employer contributions to offset the long service / severance payment made to a member (Applicable for schemes covered by the Employment and Retirement Schemes Legislation (Offsetting Arrangement) (Amendment) Ordinance 2022 from 1 May 2025)
For a defined contribution scheme	INLS01(EX) form
For a defined benefits scheme	INLS01(EX) form

Take me straight to

Wayfoong Multi-funding System forms

For employees

For employers

Investment performance reports

Latest reports

Past Wayfoong Multi-funding System reports

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ORSO: Wayfoong Multi-funding System

HSBC Pooled Provident Plan

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