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.
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 LifeCycle and SelfSelect.
Use this form if you are already a member of the NZ Funds KiwiSaver Scheme and need to update your Prescribed Investor Rate (PIR) or tax residency details.
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.
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.
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.
Use this form if you have permanently emigrated to New Zealand and wish to transfer your Australian Superannuation to the NZ Funds KiwiSaver Scheme.
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.
This booklet can help you avoid many of the mistakes others have made in preparing for retirement.
This information sheet provides details of how your KiwiSaver is taxed.
This information sheet provides information on the annual payment of Government contributions.
This document provides information on transfering your Australian Superannuation.
This information sheet provides an overview of the identification information and documents NZ Funds requires to open new accounts for individuals.