Forms & Downloads

List of documents to download

Generate KiwiSaver Scheme 2018 Annual Report

Generate Annual Report 2018 FINAL.pdf (879.1 KB)

Generate Product Disclosure Statement

PDS 07-17.pdf (3,340.4 KB)

Generate Supplementary Brochure

Generate Supplementary Brochure 07-17.pdf (2,833.0 KB)

Generate Application Form

Generate Application 07-17 Dynamic.pdf (434.8 KB)

Direct Debit Form

Generate Direct Debit Form 06-2017.pdf (444.5 KB)

Preferred Provider Form

12. Generate Preferred Provider Form 09-16 dynamic.pdf (139.2 KB)

Latest KiwiSaver Survey

KiwiSaver_Survey_2017Q1_Final.pdf (235.7 KB)

Generate Other Material Information

Generate OMI 07-17.pdf (1,107.8 KB)

Generate KiwiSaver Scheme Trust Deed

Generate KiwiSaver Trust Deed - 25 August 2016.pdf (2,336.8 KB)

Generate QFE Disclosure Statement

QFE Disclosure Statement Generate Group 07-09-16.pdf (117.4 KB)

Generate Statement of Investment Policy and Objectives

Generate SIPO 07-18.pdf (870.3 KB)

Generate and Win - How to Enter

Generate and Win Sept 2018.pdf (307.9 KB)

Voluntary Lump Sum Form

generate-voluntary-lump-sum-form.pdf (226.3 KB)

Trans Tasman Transfer Form

trans-tasman-transfer-form.pdf (271.6 KB)

NZ Super Transfer Form

generate-nz-super-transfer-form.pdf (33.3 KB)

Acting on Behalf of Form

generate-acting-on-behalf-of-form.pdf (162.2 KB)

Investor Confirmation Form RFA

9. Generate Investor Confirmation Form RFA 09-16 dynamic.pdf (160.5 KB)

Investor Confirmation Form AFA & QFE

10. Generate Investor Confirmation Form AFA QFE 09-16 dynamic.pdf (153.3 KB)

Generate KiwiSaver Scheme Annual Report 2015

Generate Annual Report 2015.pdf (3,133.9 KB)

Generate KiwiSaver Scheme Annual Report 2016

Generate KiwiSaver Annual Report for the period ended 31 March 2016.pdf (568.6 KB)

Satisfaction Survey Prize Draw Terms and Conditions

Satisfaction Survey Prize Draw Ts & Cs 01.07.18 - 30.09.18.pdf (466.7 KB)

First Home Purchase Withdrawal Form

8. Generate First or Second-Chance Home Withdrawal Form 09-16.pdf (326.7 KB)

Retirement Withdrawal Form

20. Generate Retirement Withdrawal Form 12-16.pdf (293.9 KB)

Serious Illness Withdrawal Form

serious-illness-form.pdf (280.2 KB)

Permanent Emigration Withdrawal Form

11. Generate Permanent Emigration Form 09-16.pdf (257.1 KB)

Deceased Member Withdrawal Form

7. Generate Deceased Member Withdrawal Form 09-16.pdf (275.7 KB)

Retirement Withdrawal, Amendment and Cancellation Form

subsequent-retirement-withdrawal-aemdment-and-cancellation-form.pdf (206.7 KB)

Generate Login Reminder Prize Draw

Login Reminder Prize Draw Ts & Cs 09.08.17 to 31.08.17.pdf (220.4 KB)

Direct Debit Terms and Conditions


Asset Switch / Changing Investment Options Form

6. Generate Changing Investment Options Form 11-16.pdf (150.3 KB)

Generate Facebook Money Tip Prize Draw terms and conditions

iPad Ts & Cs - Facebook Money Tip.pdf (95.2 KB)

Generate Facebook Some Advice is better than others Prize Draw

iPad Ts & Cs - Facebook Some Advice is better than others Prize Draw.pdf (94.9 KB)

Facebook Happy Pup Prize Draw

iPad Ts & Cs - Facebook Happy Pup Prize Draw.pdf (95.5 KB)

Generate July 18 Prize Draw Terms & Conditions

Generate July 18 Prize Draw Ts & Cs.pdf (140.3 KB)

Generate Annual Report 2017

Generate Annual Report 2017 FINAL.pdf (873.9 KB)