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Download Centre
Download Information
Personal Banking Forms
Commercial Banking Forms
In our download centre we have provided for your convenience items and forms that you may require for our products and services.
Click on the relevant links below to print the items/form that you require. These forms are to be completed and submitted to your nearest HSBC branch, along with the relevant documents for further processing.
Please read carefully the guidelines for each form below before downloading it.
HSBC reserves the right to amend the following forms and documents at any time without prior notice.
For any enquiries or further assistance, please call our Personal Banking Customer Service hotline on 800-820-8878 ([86] (21) 6841 1818 if you are outside of mainland China or are using a mobile phone) or Commercial Banking Customer Service hotline on 400-882-6688.
Personal Banking Forms
Open Accounts
Documentation for account opening - Personal customer
Customer Information / Sole Account Opening Form
General Customer Information / Joint Account Opening Form
HSBC Premier Service Conversion Form
Appendix of Account Opening Form – Other Information
Children Account Supplementary Application Form
Account Reactivation Request
Please take your completed application form to any HSBC branch for signature witnessing and further processing. HSBC China reserves the right to decline any account opening applications with incomplete forms and documents.
Notes: To open an account, customer should complete the account opening form, the personal customer information form and the personal account signature card. For more detail on account opening requirements, please refer to our FAQs.
Update Personal Details
Change of address and / or personal data instructions form
Please submit the completed form, signed in accordance with the bank's record and the required documents (if any) at our branches in Mainland China for further processing.
Transfers and Remittances
Standing Instruction
Foreign Currency Supporting Document Checklist
FCY Overseas Payment Application Form Smart Instruction Menu
Transaction Instruction & One-off Letter of Delegation
Please mail the completed forms, signed in accordance with the bank's record and the required documents (if any) to our branches in Mainland China for further processing.
Deposit Placement
Call Deposit Withdrawal Instruction
Term Deposit Placement Form
Call Deposit Placement Form
Please mail the completed forms, signed in accordance with the bank's record and the required documents (if any) to our branches in Mainland China for further processing.
Home Mortgage Loans
Home Mortgage Loan Application Form
Personal loan guarantor declaration
Please mail the completed forms, signed in accordance with the bank's record and the required documents (if any) to our branches in Mainland China for further processing.
E-banking / Phonebanking
Internet banking transaction limit change request form
Internet banking maintenance / cancellation request form
Internet banking for personal service - password reset form (only for May 2007 new internet banking users)
Internet Banking User Guide
Personal customer phonebanking application form
Phonebanking special instruction request form
PhoneDirect Service General Terms And Conditions
SMS Alert Service General Terms and Conditions
Debit cards
Debit Card Application & Service Request Form
Debit Card Terms and Conditions
Debit Card User Guide
Terms and Conditions
General Terms and Conditions (for Personal Sole Account, Joint Account and Business Account Holders) have been revised, effective from 1 June 2010. In this update, we added a new clause about CEPA RMB Special Account and further specified the Bank's right in respect of account closure and business relationship termination.
General Terms and Conditions
Terms and Conditions for Account of Deposit Without Fixed Maturity Date
Terms and Conditions for Time Deposit
Terms and Conditions for Call Deposit
Tariffs
Tariff of accounts and services (Updated 01 Feb 2008)
Tariff of Accounts and Services (will be effective on 01 Aug 2010)
Commercial Banking Forms
Account Opening
Documentation for account opening - Company (including FIE and local company)
Documentation for account opening - Representative Office
Documentation for account opening - Overseas companies (including Hong Kong SAR, Macau SAR and Taiwan)
Documentation for account opening - Partnership enterprises established in Mainland China
Business Customer Information / Account Opening Form
BusinessVantage service conversion form
Mandate for Accounts of a Limited Company
Mandate for Accounts of a Local Enterprise with No Board of Directors
Appendix of Business Customer Information/Account Opening Form – Other Information
Trade Financing General Agreement(PRC-law-governed version for companies or other enterprises incorporated or established in mainland including foreign-invested and local enterprises)
Trade Financing General Agreement(HK-Law-Governed Version for overseas company including Hong Kong SAR,Macau SAR and Taiwan)
Before downloading the above forms, please consult your HSBC branch in mainland China about the procedures and required documents for corporate account opening.
Update Corporate Details
Business Customer Information Change Application Form
Please submit the completed form, signed in accordance with the bank's record and the required documents (if any) in Mainland China for further processing.
Account Closing
Business Demand Deposit Account Closure Request Form
Please submit the completed form, signed in accordance with the bank's record and the required documents (if any) in Mainland China for further processing.
Transfers and Remittances
FCY Payment Supporting Document Check List
FCY Overseas Payment Application Form Smart Instruction Menu
SMARTFORM(Only applicable in Shanghai at present)
SMARTFORM FAQ
Terms and Conditions
General Terms and Conditions (for Personal Sole Account, Joint Account and Business Account Holders) have been revised, effective from 1 June 2010. In this update, we added a new clause about CEPA RMB Special Account and further specified the Bank's right in respect of account closure and business relationship termination.
General Terms and Conditions
Terms and Conditions for Account of Deposit Without Fixed Maturity Date
Terms and Conditions for Time Deposit
Terms and Conditions for Call Deposit
Tariffs
Corporate Customer - Existing
Corporate Customer -
Please be advised that the 'Tariff of Account and Services for Corporate Customers' will be updated with effect from 01 September 2009.
Update (June 2007):
Nationwide RMB cheque clearing has come into effect across China since 25Jun2007. Prior to PBOC launch of nationwide cheque clearing, cheques could generally be used for in-city payments only. After 25Jun2007, you can issue cheques to your beneficiaries in any cities or regions in mainland China. Alternatively, you can also accept cheques from any cities or regions. 'Cheque available for payment all over China'. Please contact our local branches should you require further cheque image clearing details.
Update (Dec 2008):
The new HSBCnet onsite training fee will come into effect since 8 Dec 2008 and the pricing is RMB1000 per time.
Trade and Supply Chain
Forms downloaded from the website must contain all pages, including the Terms and Conditions
The below forms should be used based on UCP600 rules for Documentary Credit issued after 1 July 2007
Export trade collection/negotiation instruction
Instructions for Transfer of Credit in its Entirety
Instructions for Partial Transfer of Credit WITH substitution of invoices
Instructions for Partial Transfer of Credit WITHOUT substitution of Invoices
Application for Irrevocable Document Credit
Collection Order (OAT)
Application for Import Loan
Instant@dvice e-application form
Please consult our branches in mainland China about the details of each service and form before downloading.
Please mail the completed forms, signed in accordance with the bank's record, and the required documents (if any) to our branches in mainland China for further processing. For any enquiries, please call our Customer Services Hotline at 400 882 6688.
HSBC Delivery Message Services
Electronic delivery message services application form
Phonebanking
Electronic Banking for Business Service Application Form -(new, combined with previous internet banking document)
Mandate for Electronic Banking for Business Service (for Local Corp) -(new, combined with previous internet banking document)
Mandate for Electronic Banking for Business Service (for non company or institution) -(new, combined with previous internet banking document)
Sample of "Electronic Banking for Business Service Application Form" -(new, indicate how to fill in "Electronic Banking for Business Service Application Form")
Corporate delegate phonebanking predesignated payee registration form
Phonebanking Service - Password Reset Request Form
Please consult our branches in mainland China about the details of each service and form before downloading.
Please mail the completed forms, signed in accordance with the bank's record, and the required documents (if any) to our branches in mainland China for further processing. For any enquiries, please call our Customer Services Hotline at 400 882 6688.
Internet Banking
Electronic Banking for Business Service Application Form -(new, combined with previous Phonebanking document)
Mandate for Electronic Banking for Business Service (for Local Corp) -(new, combined with previous Phonebanking document)
Mandate for Electronic Banking for Business Service (for non company or institution) -(new, combined with previous Phonebanking document)
Sample of "Electronic Banking for Business Service Application Form" -(new, indicate how to fill in "Electronic Banking for Business Service Application Form")
Internet Banking for Business Service - Password reset form
Internet Banking for Business Service agreement
Terms and conditions for HSBC's SMS Alerts Service
Internet Banking for Business Service - Secondary User Confirmation Form
Please consult our branches in mainland China about the details of each service and form before downloading.
Please mail the completed forms, signed in accordance with the bank's record, and the required documents (if any) to our branches in mainland China for further processing. For any enquiries, please call our Customer Services Hotline at 400 882 6688.
E-Delivery of Statement and Transaction Advice Service
E-Delivery of Statement and Transaction Advice Service Registration Form
Foreign Exchange Regulation
Balance of Payment
Foreign Exchange Jinhong BoP Online Reporting System (Enterprise Version) Fundamental Operation Guideline
Foreign Exchange Jinhong BoP System Q&A (Volume 5) - Enterprise Version
Balance of Payment - BoP via Financial Institution Operation Guideline
Balance of Payment - Trade Import Business Verification and Cancellation Information Reporting Operation Guideline
Balance of Payment - Export Business Verification and Cancellation Information Reporting Operation Guideline
Detail Arrangement for Jinhong BoP System Formal Launch in Shanghai (Corporate Customer)
Institution Basic Information Reporting Form
online export customer verification
online export customer verification Q&A
China E-Port IC Card Application Procedure
Online export customer verification workflow
SAFE Notice on Issues concerning the Implementation of Registration of Foreign Debt under the Trade
SAFE Notice on Issues concerning the Implementation of Registration of Foreign Debt under the Trade in Goods of Enterprise (1)
SAFE Notice on Issues concerning the Implementation of Registration of Foreign Debt under the Trade in Goods of Enterprise (2)
FCY Capital Account Payment and Conversion
New SAFE Notice: FCY Capital Account Payment and Conversion Q&As
Customer Communication Letter
New SAFE Notice About FCY Capital Account Payment and Conversion
Pilot Reform of Import payment and Verification System
SAFE Notice on Relevant Issues concerning Handling the FDI System at Bank Side
Talk to Us
Call us on: 800-830-2880 (or +86-20-83918133 if outside of mainland China or using a mobile phone).
