Documents & Forms

If you are looking to invest in the NZ Funds Managed Superannuation Service, download the Product Disclosure Statement.
This is an important document in relation to your investment in the NZ Funds Managed Superannuation Service. 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.
Use this form if you wish to transfer from another New Zealand superannuation scheme to the NZ Funds Managed Superannuation Service.
Use this form if you are already a member of the NZ Funds Managed Superannuation Service and you wish to make regular contributions to your account.
Use this form if you are already a member of the NZ Funds Managed Superannuation Service and you wish to make a one-off payment.
Use this form if you are already a member of the NZ Funds Managed Superannuation Service and wish to change your Strategy allocation
under SelfSelect or switch between LifeCycle and SelfSelect.
Use this form if you are already a member of the NZ Funds Managed Superannuation Service and need to change your prescribed investor rate (PIR) or tax residency details.
Use this form if you are already a member of the NZ Funds Managed Superannuation Service and need to change your physical and/or email address.
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.
Use this form if you are already a member of the NZ Funds Managed Superannuation Service - ROPS Class, and wish to change your Strategy allocation
under SelfSelect or switch between LifeCycle and SelfSelect.
Use this form if you wish to transfer funds from an existing Qualifying Recognised Overseas Pension Scheme (QROPS).
Use this form if you are already a member of the NZ Funds Managed Superannuation Service - ROPS Class, and need to change your prescribed investor rate (PIR) or tax residency details.
Use this form if you are already a member of the NZ Funds Managed Superannuation Service - ROPS Class, and you wish to make a withdrawal.
Use this form if you are already a member of the NZ Funds Managed Superannuation Service - ROPS Class, and need to change your physical and/or email address.
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.
This guidance has been prepared to assist with the completion of the NZ Funds Managed Superannuation Service Application Form and to provide some background information as to why certain information is required.
This information sheet provides an overview of the identification information and documents NZ Funds requires to open new accounts for individuals.