Download center

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.

Tips to open Smart Form

Commercial Banking forms

Account opening

• Commercial Banking Account Opening Checklist (Domestic) (PDF, 692KB)
• Commercial Banking Account Opening Checklist (Offshore) (PDF, 703KB)
• Commercial Banking Account Opening Form (PDF, 1.27MB)
• Documentation for account opening - Opening Correspondent Banking Account (PDF, 2.88MB)
• Business Dormant/Unclaimed Customer Reactivation Instruction/Authorised Letter (PDF, 91KB)
• Commercial Banking Secondary Account Opening Form (PDF, 1.25MB)
• Global Banking Account Opending Form (PDF, 4.38MB)（21 May 2019)
• Global Banking Free Trade Account Opening Form (PDF, 5.23MB)
• HSBCnet First Logon User Guide (PDF, 2.95MB)

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 (PDF, 1.76MB) (Updated on 21 March 2022)
• Wholesale Customer Information Change Application Form - For multi subsidiaries (PDF, 2.21MB)
• Power of Attorney for Corporate Account Information Change (PDF, 81KB)

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 (PDF, 2.2MB)

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

• HSBC CN Cutoff Time of E-Channel Payment for corporate clients (PDF, 387KB)
• Notice of Customer Communication Letter on Agreement for Cheque Issuance (PDF, 112KB)
• Customer Communication Letter on Agreement for Cheque Issuance (PDF, 76KB)
• Amendment/Enquiry/Cancellation Application Form of Payment Instruction (PDF, 504KB)
• Smartform – RMB Payment Application Form (please check local branch on service scope) (PDF, 3.15MB)
• Smartform – RMB Payment Application Form Term and Conditions (PDF, 274KB)
• Smartform – RMB Payment Application Form Frequently Asked Questions (PDF, 27KB)
• Stop Payment Request Form (PDF, 1.43MB)
• RMB Payroll Payment Enquiry Application Form (PDF, 41KB)
• Smartform – FCY Overseas Payment Application Form (PDF, 4.15MB)
• Smartform – FCY Domestic Payment Application Form (PDF, 4.22MB)
• Smartform – Introduction for FCY Smartform Application (PDF, 338KB)

HSBC E-tax Service

• HSBC E-Tax Service Application Form (PDF, 96KB)
• HSBC E-Port Service Application Form (PDF, 479KB)

Foreign exchange services

• RMB FX Forward Application Form (PDF, 72KB)

Terms and conditions

• Green Deposit Guide (PDF, 1.16MB)
• E-Channels Terms and Conditions (E-Terms) General E-Terms (PDF, 331KB)
• Time Deposit and Call Deposit Online Placement Terms and Conditions (PDF, 435KB)
• Terms and Conditions for E-Delivery Service (Aug2020) (PDF, 1.3MB)
• General Terms and Conditions (For Personal Sole Account, Joint Account and Business Account Holders) (PDF, 915KB)
• Relationship Term of Business (PDF, 60KB) (Effective on 1 April 2020)
• Terms and Conditions for Time Deposit (PDF, 408KB)
• Terms and Conditions for Call Deposit (PDF, 505KB)
• 7 Day Call Deposit PLUS General Terms and Conditions (PDF, 484KB)
• General Terms and Conditions of Large-denomination Certificate of Deposit for Corporate Clients (PDF, 382KB)
• Terms and Conditions for ACH Credit Service (PDF, 562KB)
• Terms and Conditions for HSBC Corporate Banking WeChat Service (PDF, 581KB)
• Omni Collect Portal Terms and Conditions (PDF, 303KB)

Deposit placement

• Comprehensive Application Form for Deposit Business (PDF, 134KB)

Tariffs

• Tariff of Accounts and Services (PDF, 135KB) (Effective from 1 May 2022)

Consolidated Billing Service

• Notice on Consolidated Billing Service (PDF, 339KB)

Global Trade and Receivables Finance

Forms downloaded from the website must contain all pages, including the Terms and Conditions

• Standard Trade Terms

Documentary credit/collections services and financing

• Export Documentary Credit (DC) Bill Negotiation/Trade Collection Instruction (PDF, 1.12MB)
• Bill of Exchange under DC (Sample) (PDF, 116KB)
• Application to Transfer a Documentary Credit (DC) (PDF, 864KB)
• Application for Amendment to the Transfer of a Documentary Credit (DC) (PDF, 767KB)
• Application for a Pre-shipment Seller Loan (PDF, 1.00MB)
• Application for a Post-shipment Seller Loan (PDF, 1.01MB)
• Application for Irrevocable Documentary Credit (DC) (PDF, 1.42MB)
• Amendment to Irrevocable Documentary Credit (DC) Application (PDF, 743KB)
• Application for a Post Shipment Buyer Loan (PDF, 647KB)
• Application for a Pre-shipment Buyer Loan (PDF, 1.02MB)
• Application for Goods Release (PDF, 1.24MB)

Guarantee and Standbys

• Application for a Bank Guarantee or Amendment/Renewal/Cancellation of a Bank Guarantee (PDF, 908KB)
• Application for Irrevocable Standby Documentary Credit (SBDC) or Amendment/Cancellation of a SBDC (PDF, 759KB)

E-enabled trade services

• Instant@dvice, Trade Transaction Tracker & WeChat Trade (PDF, 368KB)

RMB Commercial Draft

• Application for Acceptance of Bank Acceptance Draft (PDF, 192KB)
• Application Form for the Discounting of Commercial Acceptance Draft (PDF, 1581KB)

Electronic Commercial Draft System

• Electronic Commercial Draft business are available in the following branches (sub-branches) (PDF, 199KB)

HSBC Delivery Message Services

• Electronic delivery message services application form (PDF, 2419KB)

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.

E-delivery Service

• E-Delivery Service Application Form (PDF, 1.30MB) (Updated on 21 March 2022)
• Wholesale E-Delivery Service Application - For multi subsidiaries (PDF, 1.30MB)
• E-Delivery of Statements and Transaction Advice User Guide(for use after system upgraded) (PDF, 930KB)

Paper statement/advice reprinting service

• Statement/Advice Reprinting Application Form (PDF, 42KB)

VAT Fapiao Issuance Application

• General Fapiao Issuance Application Form (PDF, 190KB)

Foreign exchange regulation

Balance of payment

• ASOne Operation and User Guide（Enterprise Version） (PDF, 1.37MB)
• Foreign Exchange Operating System Access Setting Manual (IE8-9) (PDF, 1.99MB)
• Foreign Exchange Operating System Access Setting Manual (IE10-11) (PDF, 2.51MB)
• Rules for the Implementation of Measures for Statistic Declaration of International Balance of Payments (PDF, 254KB)
• Institution Basic Information Reporting Form (PDF, 1.34MB)
• Reporting Form For Receipts From Abroad (PDF, 0.98MB)
• Reporting Form For Receipts From Domestic (PDF, 585KB)
• Outward Payment/Acceptance Form (PDF, 3.73 MB)
• Domestic Payment/Acceptance Form (PDF, 2.41 MB)
• Smartform - Outward Payment/Acceptance Form (PDF, 1.94 MB)
• Smartform - Domestic Payment/Acceptance Form (PDF, 1.48 MB)

Online export customer verification

• Online Export Customer Verification Q&A (PDF, 73KB)
• China E-Port IC Card Application Procedure (PDF, 62KB)
• Online Export Customer Verification Workflow (PDF, 42KB)

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) (PDF, 111KB)
• SAFE Notice on Issues concerning the Implementation of Registration of Foreign Debt under the Trade in Goods of Enterprise (2) (PDF, 83KB)

FCY capital account payment and conversion

• New SAFE Notice: FCY Capital Account Payment and Conversion Q&As (PDF, 81KB)
• Customer Communication Letter (PDF, 33KB)
• New SAFE Notice About FCY Capital Account Payment and Conversion (PDF, 415KB)
• New SAFE Supplement Notice About FCY Capital Account Payment and Conversion (PDF, 2196KB)

Pilot reform of import payment and verification system

• Customer Communication Letter (PDF, 127KB)