The following documents, forms and links will help you manage your ANZ KiwiSaver Scheme account.

A product disclosure statement for the ANZ KiwiSaver Scheme has been lodged on the scheme's offer register at business.govt.nz/disclose.

 

General forms
Early withdrawal forms
  • Our First Home Buyers Guide (PDF 112kB) provides information to help you through the first home withdrawal process.
  • First Home Withdrawal Application Form (PDF 128kB)
    Complete the application form and give it to your New Zealand solicitor (or licensed conveyancer) with the attached letter. They'll also need to send us all the other documents listed on the application form.
  • Significant Financial Hardship Withdrawal Application Form (PDF 484kB) (includes our Significant Financial Hardship withdrawal guide)
    See our KiwiSaver Significant Financial Hardship guide for more information on eligibility criteria and next steps. If you think you’re eligible to apply for a withdrawal, you can complete our KiwiSaver Significant Financial Hardship Withdrawal application form.

    If you are applying for a significant financial hardship withdrawal as a result of the 14 November 2016 Kaikoura Earthquake, please call 0800 736 034.
Retirement withdrawal forms

Australian sourced funds only

Inland Revenue forms
  • KiwiSaver non-deduction notice (KS51)
    Use this form to ask your employer to stop taking KiwiSaver contributions from your pay. This is voluntary and can be requested when you reach the age of 65 and have been a KiwiSaver member for five years or more (i.e. you reach the KiwiSaver retirement criteria).
Trans-Tasman transfer forms

Transfers from Australia to New Zealand

If your Australian provider does not have their own transfer form, please use the following form to transfer your Australian superannuation to your KiwiSaver account.

Our Trans-Tasman Transfers Guide (PDF 28kB) provides information to help you through the transfer process.

Regulations that govern Trans-Tasman Portability statutory declarations have changed to make it easier for you to transfer your Australian super to New Zealand. Now you are allowed to complete a New Zealand statutory declaration, and have it witnessed by a New Zealand witness.

If your Australian provider has their own application form, but does not have their own New Zealand statutory declaration, please use the following statutory declaration to transfer your Australian superannuation to your KiwiSaver account.

Transfers from New Zealand to Australia

Before applying to transfer your KiwiSaver savings, we recommend that you contact the trustee of your Australian complying superannuation scheme to check if they are accepting transfers of KiwiSaver savings and what their specific requirements are. We are currently only aware of a limited number of Australian providers who will accept KiwiSaver transfers. Please call us on 0800 736 034 for more information.

 

See documents and forms for the ANZ Default KiwiSaver Scheme.

Useful links

External websites

Further information about the ANZ KiwiSaver Scheme is available on Disclose. Disclose is a website that contains two registers – an offer register and a scheme register. These include current information on the scheme including the governing document, financial statements, statement of investment policy and objectives (SIPO), and product disclosure statement (PDS). Search ‘ANZ KiwiSaver Scheme’ on both the offer and scheme register. 

 

Important information is available under terms & conditions. Download a copy of the ANZ KiwiSaver Scheme guide and product disclosure statement (PDF 1.36MB), or ask for a copy in any ANZ branch.

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