Documents and forms
These documents, forms and links will help you with your investments.
2025 Account Statements and Tax Certificates
This year’s account statements and tax certificates are expected to be available in the ANZ goMoney mobile app and Internet Banking by early June. If you don’t have online access, you’ll receive a copy by mail by the end of June.
OneAnswer KiwiSaver Scheme
Forms
General forms
- Direct Debit Form (PDF 61KB)
Use this form to set up a regular contribution to your KiwiSaver account.
- Change Form (PDF 453KB)
Use this form to change your fund, contribution rate, PIR or to update your personal details.
- Authorised Signatory Form (PDF 517KB)
Use this form if you are a legal guardian or attorney wishing to be appointed as an authorised signatory.
- Appointment of Official Representative Form (PDF 484KB)
Use this form to appoint an official representative to operate your account on your behalf.
- International Money Transfer Request Form (PDF 44KB)
Use this form to transfer money to an overseas bank account.
- Preferred Provider Agreement Form (PDF 55KB)
Use this form to select the OneAnswer KiwiSaver Scheme as your preferred KiwiSaver scheme.
Early withdrawal
- First Home Withdrawal Application Form (PDF 651KB)
Use this form to apply for a KiwiSaver first home withdrawal.
- Significant Financial Hardship Guide and Application Form (PDF 765KB)
This guide provides information on eligibility criteria and next steps. Use the application form to apply for a withdrawal.
- Serious Illness Withdrawal Application Form (PDF 604KB)
Use this form to request an early withdrawal if you’re suffering from a serious illness.
- Permanent Emigration Withdrawal Application Form (PDF 530KB)
Use this form if you’re permanently moving to another country other than Australia.
- Life-Shortening Congenital Conditions Withdrawal Guide and Application Form (PDF 664KB)
This guide provides information on eligible conditions and next steps. Use the application form to apply for a withdrawal.
Retirement withdrawal
- Retirement Withdrawal Form (PDF 566KB)
Use this form to make your first retirement withdrawal.
- Subsequent Retirement Withdrawal Form (PDF 280KB)
Use this form to make a subsequent retirement withdrawal or subsequent life-shortening congenital conditions withdrawal
- Retirement Withdrawal Application Form (for Australian-sourced funds) (PDF 502KB)
Use this form to make a retirement withdrawal from funds that have been transferred from an Australian complying superannuation scheme.
Transferring funds between New Zealand and Australia
Transfers from Australia to New Zealand
- Trans-Tasman Transfer Form (PDF 225KB)
Use this form if your Australian provider doesn’t have their own transfer form to transfer your Australian superannuation to your KiwiSaver account.
- Trans-Tasman Application Letter (PDF 33KB)
Provide this letter to your Australian provider along with your completed application form.
- Trans-Tasman Statutory Declaration (PDF 44KB)
If your Australian provider has their own application form but doesn’t have their own New Zealand statutory declaration, use this declaration to transfer your Australian superannuation to your KiwiSaver account.
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.
Transfers from New Zealand to Australia
If your chosen Australian complying superannuation scheme accepts transfers, they will likely have their own forms they require you to complete. Please check with your Australian provider before downloading and completing our forms.
- Trans-Tasman Transfer Application Form
Use this form to transfer your savings to an Australian complying superannuation scheme. You must also provide us with the completed approval form below. - Trans-Tasman Portability Approval Form
Provide this approval form to your Australian provider to complete and return it along with your application form. This will provide us with the details of where to send your funds and confirm their status as an Australian complying superannuation scheme that accepts the transfer of KiwiSaver savings.
Read about transferring your KiwiSaver savings to Australia.
External websites
OneAnswer Multi-Asset-Class Funds documents
Forms
Application forms
OneAnswer Multi-Asset-Class Funds product disclosure statement (PDF 1.1MB)
Includes the following forms to open a new ANZ Investments account:
- Application Form (Individuals and Joint Investors) – Form 1
- Application Form (Companies, Trusts, Partnerships and Estates) – Form 2
Additional forms for Companies, Trusts, Partnerships and Estates
- Specific to Companies and Partnerships (Form 2A) (PDF 177KB)
Companies and partnerships must complete this form along with their application. - Specific to Trusts and Estates (Form 2B) (PDF 214KB)
Trusts and estates must complete this form along with their application. - Trust Account and Entity Declaration Form (Form 2C) (PDF 230KB)
Trusts, companies, partnerships and estates must complete this form along with their application. - Supplementary Form – Trust Account and Entity Additional Controlling Person(s) (PDF 187KB)
Complete this form if there are more than two controlling persons when applying for an account under a trust or entity.
Other forms
- Direct Debit Form (Form 3) (PDF 56KB)
Use this form to set up a regular contribution to your investment fund.
- Transaction Form (Form 4) (1.1MB) at the back of the product disclusure statement.
Use this form to make a lump sum contribution to your investment fund or to change your fund.
- Authorised Signatories Form (Form 5) (PDF 510KB)
Use this form if you are a legal guardian or attorney wishing to be appointed as an authorised signatory.
- Withdrawal Form (Form 7) (PDF 468KB)
Use this form to make a withdrawal.
- Unit Transfer Form (Form 8) (PDF 53KB)
Use this form to transfer the legal ownership of your units in your investment fund. - International Money Transfer Request Form (PDF 127KB)
Use this form to transfer money to an overseas bank account.
- PIR Update Form (for individuals or joint investors) (PDF 259KB)
Use this form to update your PIR if you’re an individual or joint investor. - PIR Update Form (for companies, trusts and partnerships) (PDF 272KB)
Use this form to update your PIR if you’re a company, trust or partnership. - Appointment of Official Representative Form (PDF 505KB)
Use this form to appoint an official representative to operate your account on your behalf.
OneAnswer Single-Asset-Class Funds documents
Forms
Application forms
OneAnswer Single-Asset-Class Funds product disclosure statement (PDF 1.1MB)
Includes the following forms to open a new ANZ Investments account:
- Application Form (Individuals and Joint Investors) – Form 1
- Application Form (Companies, Trusts, Partnerships and Estates) – Form 2
Additional forms for companies, trusts, partnerships and estates
- Specific to Companies and Partnerships (Form 2A) (PDF 177KB)
Companies and partnerships must complete this form along with their application.
- Specific to Trusts and Estates (Form 2B) (PDF 214KB)
Trusts and estates must complete this form along with their application.
- Trust Account and Entity Declaration Form (Form 2C) (PDF 230KB)
Trusts, companies, partnerships and estates must complete this form along with their application.
- Supplementary Form – Trust Account and Entity Additional Controlling Person(s) (PDF 187KB)
Complete this form if there are more than two controlling persons when applying for an account under a trust or entity.
Other forms
- Direct Debit Form (Form 3) (PDF 57KB)
Use this form to set up a regular contribution to your investment fund. - Transaction Form (Form 4) (1.1MB) at the back of the product disclusure statement.
Use this form to make a lump sum contribution to your investment fund or to change your fund. - Authorised Signatories Form (Form 5) (PDF 510KB)
Use this form if you are a legal guardian or attorney wishing to be appointed as an authorised signatory.
- Withdrawal Form (Form 7) (PDF 468KB)
Use this form to make a withdrawal.
- Unit Transfer Form (Form 8) (PDF 53KB)
Use this form to transfer the legal ownership of your units in your investment fund. - International Money Transfer Request Form (PDF 127KB)
Use this form to transfer money to an overseas bank account.
- PIR Update Form (for individuals or joint investors) (PDF 259KB)
Use this form to update your PIR if you’re an individual or joint investor. - PIR Update Form (for companies, trusts and partnerships) (PDF 272KB)
Use this form to update your PIR if you’re a company, trust or partnership. - Appointment of Official Representative Form (PDF 505KB)
Use this form to appoint an official representative to operate your account on your behalf.
What's next?
From overseas: +64 9 356 4000
Important information
ANZ New Zealand Investments Limited is the issuer and manager of the OneAnswer KiwiSaver Scheme, the OneAnswer Multi-Asset-Class Funds and the OneAnswer Single-Asset-Class Funds. Important information is available under terms and conditions. Download the guide and product disclosure statement.