Documents & Forms
Documents & Forms
If you are looking to invest in the NZ Funds KiwiSaver Scheme, download the Product Disclosure Statement.
This is an important document in relation to your investment in the NZ Funds KiwiSaver Scheme. It should be read together with the Product Disclosure Statement, the Statement of Investment Policy and Objectives and any other documents held on the Disclose Register at www.companiesoffice.govt.nz/disclose.
If you are starting new employment, are an existing employee who wants to opt in to KiwiSaver, or are a KiwiSaver member wanting to change your contribution rate, download the form from the Inland Revenue website.
Use this form for AML verification of a Parent or Guardian of a minor joining the NZ Funds KiwiSaver Scheme.
Use this form if you are already a member of the NZ Funds KiwiSaver Scheme and you wish to make regular contributions to your account.
Use this form if you are already a member of the NZ Funds KiwiSaver Scheme and you wish to make a one-off payment.
Use this form if you are already a member of the NZ Funds KiwiSaver Scheme and you wish to switch between the LifeCycle Process
and the MemberChoice Process.
and the MemberChoice Process.
Use this form if you are already a member of the NZ Funds KiwiSaver Scheme and need to change your PIE tax details.
This information sheet provides details of how your KiwiSaver is taxed.
Use this form if you are already a member of the NZ Funds KiwiSaver Scheme and need to change your physical and/or email address.
Use this form if you have reached the age of entitlement for New Zealand Superannuation and wish to apply for withdrawal of funds.
To learn more about KiwiSaver Retirement Withdrawals, download our pdf information sheet.
To learn more about KiwiSaver Retirement Withdrawals, download our pdf information sheet.
Use this form to apply for a withdrawal from your KiwiSaver account for a first home purchase.
To learn more about withdrawals to purchase your first home, download this brochure from Housing New Zealand.
To learn more about withdrawals to purchase your first home, download this brochure from Housing New Zealand.
Use this form to apply for a withdrawal from your KiwiSaver account if you are suffering serious illness.
Use this form to apply for a withdrawal from your KiwiSaver account if you are suffering significant financial hardship.
If you wish to take a Contributions Holiday, download the form from the Inland Revenue website.
Use this form if you are required to verify your identity for AML purposes.
Use this form to supplement identity information previously provided in relation to an AML Form 1.
If you are an employer and you would like choose the NZ Funds KiwiSaver Scheme as your Preferred KiwiSaver Provider.