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

Please note that some forms are generic (meaning there is one form that can be used for the ANZ KiwiSaver Scheme and ANZ Default KiwiSaver Scheme) and some are scheme specific (pick the form that relates to your scheme).

Not sure which KiwiSaver scheme you’re in? Find out how you can check.

If you have any questions, please call us on 0800 736 034.

Generic documents and forms (for use by ANZ KiwiSaver Scheme and ANZ Default KiwiSaver Scheme members)

Early withdrawal forms

Complete the application form and give it to your solicitor with the attached letter. Your solicitor also needs to send us all the other documents listed on the application form.

Our First Home Buyers Guide (PDF 176kB) provides information to help you through the first home withdrawal process.

Use this form if you have transferred funds from an Australian complying superannuation fund and you are eligible to withdraw those funds.

Retirement withdrawal forms

Use the relevant pack to apply for a retirement withdrawal.

You’re generally an active choice member if you joined KiwiSaver of your own accord and you have completed an application form, or provided certified ID and proof of residential address to ANZ Investments.

You’re generally a default member if you were defaulted into KiwiSaver by Inland Revenue or your employer, and have not subsequently provided certified ID and proof of residential address to ANZ Investments.

Australian sourced funds only

Use this form if you have transferred funds from an Australian complying superannuation fund and you are eligible to withdraw those funds.

Inland Revenue forms

Scheme specific documents and forms

ANZ KiwiSaver Scheme

A memorandum of amendments to the prospectus for the ANZ KiwiSaver Scheme has been registered with the Registrar of Financial Service Providers.

Trans-Tasman transfer forms

Transfers to KiwiSaver

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 156kB) provides information to help you through the transfer process.

ANZ Smart Choice Super

If you’re transferring your Australian superannuation from ANZ Smart Choice to your ANZ KiwiSaver Scheme account, please use the following form:

Please wait until all your Australian funds are transferred to ANZ Smart Choice Super before completing this final step to transfer your funds to your KiwiSaver account. Once your funds are transferred from ANZ Smart Choice Super your account will be closed.

Transfers to Australia

Before applying to transfer your KiwiSaver savings, we recommend that you contact the trustee of your Australian complying superannuation fund to check if they are accepting transfers of KiwiSaver savings and what their specific requirements are. Please call us on 0800 736 034 for more information.

ANZ Default KiwiSaver Scheme

A memorandum of amendments to the prospectus for the ANZ Default KiwiSaver Scheme has been registered with the Registrar of Financial Service Providers.

Trans-Tasman transfer forms

Transfers to KiwiSaver

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 156kB) provides information to help you through the transfer process.

ANZ Smart Choice Super

If you’re transferring your Australian superannuation from ANZ Smart Choice to your ANZ Default KiwiSaver Scheme account, please use the following form:

Please wait until all your Australian funds are transferred to ANZ Smart Choice Super before completing this final step to transfer your funds to your KiwiSaver account. Once your funds are transferred from ANZ Smart Choice Super your account will be closed.

Transfers to Australia

Before applying to transfer your KiwiSaver savings, we recommend that you contact the trustee of your Australian complying superannuation fund to check if they are accepting transfers of KiwiSaver savings and what their specific requirements are. Please call us on 0800 736 034 for more information.

Useful links

External websites

 

Important information and the investment statement(s) for the product(s) mentioned above are available under terms & conditions.

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