Accounting
  1. New Project / Programme Data Form (Effective from 1 Feb 2017)
    (a) For non-research related Project/Programme (Updated in May 2022)
    (b) For research related Project/Programme (Updated in May 2022)
  2. Request for Transfer/Disposal of Assets
  3. Internal Transfer Summary
  4. Local Traveling Expenses Claim Form (Effective from 1 Apr 2023)(Updated in Apr 2023)
  5. Budget Template for Self-financed Academic Programme (Updated in May 2022)
  6. 2024-25 Additional Budget Request Form (Updated in Jan 2024)
  7. 2024-25 Risk Assessment Form (Updated in Jan 2024)

 

Benefit Claim & Payroll Related Documents
  1. Education Allowance Claim Form (Updated in Jun 2022)
  2. Hospitalisation & Surgical Claim Form
  3. Secondary Dental Care Form word format / pdf format
  4. Passage Claim Form (Updated in May 2022)
  5. e-Helper Timesheet of the Students and Staff Services Platform (SSSP)

 

Insurance Request Form
  1. Overseas Travel Insurance Declaration Form for Business Trip 
  2. Application Form
  3. Claim Form

(Updated in Jul 2023)

 

Superannuation Fund
  1. Registration Form (Updated in Jul 2022)
  2. Benefit Payment Option Form (Updated in Jan 2023)
  3. Minimum MPF Benefit Transfer Instruction Form (Updated in Aug 2022)
  4. MPF Enrollment Form
  5. INVESCO - Personal Account Membership Enrollment Form Upon Leaving Services (Applicable to Post MPF Members Only) (Updated in Aug 2022)
  6. Change of Personal Particulars Form (Updated in Aug 2022)
  7. Change of Tax Residency Form (CRS Self-Certification) (Updated in Jul 2022)
  8. Claim Form for Withdrawal of Minimum MPF Benefits (MMB-W)
  9. Statutory Declaration for Claims for Withdrawal of Minimum MPF Benefits on Grounds of Early Retirement (MMB-W(SD1))
  10. Statutory Declaration for Claims for Withdrawal of Minimum MPF Benefits on Grounds of Permanent Departure from Hong Kong (MMB-W(SD2))
  11. Statutory Declaration Made by The Committee of The Estate of a Scheme Member for Claims for Withdrawal of Minimum MPF Benefits (MMB-W(SD3))
  12. Certificate of a Person Having a Terminal Illness (MPF(S)-W(T)) / (MMB-W(T))
  13. Certificate of a Person’s Permanent Unfitness for a Particular Kind of Work (MMB-W(M))
  14. Employee Voluntary Contribution Form (Updated in May 2022)
  15. Deferred Withdrawal of Benefits Application Form (Updated in Jul 2023)
  16. Deferred Withdrawal Member Account Partial Withdrawal Form (Updated in Jul 2023)

 

MPF Scheme

Invesco Global (Asia)

  1. MPF Enrollment Form for Staff Members (Please go to the Students and Staff Services Platform (SSSP) for downloading and submitting the form.)(Updated in Sep 2023)
  2. MPF Enrollment Forms for Student/Temporary Helper only (Please go to the Students and Staff Services Platform (SSSP) for downloading and submitting the form.)(Updated in Sep 2023)
  3. Change of Personal Particulars Form (Updated in Jan 2024)
  4. Change of Tax Residency Form (CRS Self-Certification) (Updated in Jan 2024)
  5. Claim Form For Payment of Accrued Benefits (Updated in Jan 2024)
    1. Ground of Attaining Retirement Age of 65 
    2. Ground of Early Retirement 
    3. Ground of Total Incapacity 
    4. Ground of Terminal Illness 
    5. Ground of Death 
    6. Ground of Permanent Departure From Hong Kong 
    7. Ground of Small Balance 


Sun Life (Updated in Sep 2023)

  1. MPF Enrollment Form for Staff Members (Please go to the Students and Staff Services Platform (SSSP) for downloading and submitting the form.)
  2. MPF Enrollment Forms for Student/Temporary Helper only (Please go to the Students and Staff Services Platform (SSSP) for downloading and submitting the form.)
  3. Change of Personal Particulars Form 
  4. Change of Tax Residency Form (CRS Self-Certification)
  5. Claim Form For Payment of Accrued Benefits
    1. Ground of Attaining Retirement Age of 65 
    2. Ground of Early Retirement 
    3. Ground of Total Incapacity 
    4. Ground of Terminal Illness 
    5. Ground of Death 
    6. Ground of Permanent Departure From Hong Kong 
    7. Ground of Small Balance 

 

Purchasing & Support Service
  1. Material Requisition Form (Updated in Feb 2024)
  2. Stationery Order Form - Excel File (2023-2025) (Updated in Jun 2023)
  3. Stationery Order Form - (Non-Contract Items - blank form) - Excel File (Updated in Jun 2023)
  4. Application for Quotation / Tender Waiver
  5. Copying Paper Order Form (July 2023 to June 2025) (Updated in Jul 2023)
  6. Copier Catalog
  7. Distilled Water
  8. Printing Stationery Order Form (Updated in Mar 2023)

 

Presentation Slides
  1. Seminar on Integrated Medical Scheme Reimbursement Procedures (Eng)
    Seminar on Integrated Medical Scheme Reimbursement Procedures (Chi)
  2. Summary of Staff Benefits
  3. Seminar on Financial Management of Research Projects
  4. Seminar on Financial Management of Consultancy Projects
  5. Seminars on Preparation of Budgets for New Self-financed Programmes
  6. Financial Procedures
  7. Briefing Session on 28 Aug 2020
    (a) Enhancement to the Income & Expenditure Statements of the FIS
    (b) Tips to fast-track your intended purchases
    (c) Payment processing, including the new Request for Reimbursement Forms, e-Cheque, payment timetable and Standard Payment Template
    (d) Scheduling automatic generation of FIS reports and FAQs on the FIS

 

Mail and Courier Service

Guidelines for the Use of Mail, Courier and Messenger Services

Appendix 3A - Notice for parcel pick-up
Appendix 3B - Local Registered Packet Form
Appendix 3C - Certificate of Bulk Posting for Registered Packets
Appendix 3D - Sticker of Local Registered Packets
Appendix 3E - Sticker of Overseas Registered Packets
Appendix 3F - Advice of Delivery
Appendix 3G - Certificate of Posting for Parcel
Appendix 3H - Despatch Note for Oversea Parcel
Appendix 3I - Customs Declaration
Appendix 3J - Bulk Mailing Request Form
Appendix 3K - Bulk Mailing Bag Tag
Appendix 3L - Local Courier Post (Hong Kong Post)
Appendix 3M - DHL Domestic Express
Appendix 3N - DHL Overseas Courier Service Procedures
Appendix 3O - Invoice - DHL
Appendix 3P - Messenger/ Courier Service Request Form

 

Payment Processing
  1. Request for Reimbursement - Recurrent Fund (Updated in Dec 2022)
  2. Request for Reimbursement - Non-Recurrent Fund and Mixed Fund (Updated in Dec 2022)
  3. Personal Data Collection Form for Service Agreement (IR56M) (Updated in Sep 2022)
  4. Petty Cash
    (a) Petty Cash Replenishment Form (Updated in May 2022)
    (b) Nomination of Petty Cash Custodian (Updated in Dec 2022)
  5. Standard Payment Template (Updated in May 2022)
  6. Student Payment Template (Updated in May 2022)
  7. Domestic Fund Transfer (CHATS) and Telegraphic Transfer (TT) Request Form (Updated in Dec 2022)

 

Income Collection
  1. Donation Received Form (Updated in Dec 2022)
    (a) For General Donation [Word] / [PDF]
    (b) For Research Matching Grant Scheme – Cash donations
    (c) For Research Matching Grant Scheme – Equipment donations
    (d) For Research Matching Grant Scheme – Bonds/Shares donations
    (e) For Research Matching Grant Scheme – Research grant/contract/service
  2. Confirmation of Donation (Updated in Dec 2022)
    (a) Confirmation of Donation
    (b) Donor Recognition Form
  3. Cash/Cheque Receipt Voucher (Updated in Jun 2022)
  4. Debit Note Issurance (Updated in Jun 2022)
    (a) Debit Note Voucher
    (b) Invoice Upload Template
  5. Application for payment gateway activities (Updated in Aug 2023)
  6. Flywire - A New Cross-border Payment Channel
    (a) Flywire Payer Guide (English)
    (b) Flywire Payer Guide (Chinese)
    (c) Introductory Video for Flywire (English)
    (d) Introductory Video for Flywire (Chinese)

 

Remark for Applicant

- To facilitate expedient services and better preserve confidentiality, please submit the duly completed and password-protected form by email to responsible FO staff (staff contact list on FO website), followed by the password in a separate email.