Documents and forms

General forms

• Direct Debit Form (PDF 46kB)
  Use this form to set up a regular contribution to your KiwiSaver account.
  
  
• Change Form (PDF 278kB)
  Use this form to change your fund, PIR or to update your personal details.
  

• Authorised Signatory Form (PDF 256 kB)
  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 260kB)
  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 55 kB)
  Use this form to select the OneAnswer KiwiSaver Scheme as your preferred KiwiSaver scheme.
  
  

Early withdrawal

• First Home Withdrawal Application Form (PDF 357kB)
  Use this form to apply for a KiwiSaver first home withdrawal.
  
• Significant Financial Hardship Guide and Application Form (PDF 548kB)
  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 292kB)
  Use this form to request an early withdrawal if you’re suffering from a serious illness.
  
• Permanent Emigration Withdrawal Application Form (PDF 287kB)
  Use this form if you’re permanently moving to another country other than Australia.
• Life-Shortening Congenital Conditions Withdrawal Guide and Application Form (PDF 267kB)
  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 80kB)
  Use this form to make your first retirement withdrawal.
  
• Subsequent Retirement Withdrawal Form (93kB)
  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 267kB)
  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 78kB)
  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

Find out more about transferring your KiwiSaver savings to Australia.

Inland Revenue forms

• KiwiSaver deductions form (KS2)
  Use this form to change your contribution rate.
  
• Opt-out Request Form (KS10)
  Use this form to apply to opt out of KiwiSaver.
  
• Savings Suspension Form (KS6)
  Use this form to apply for a savings suspension.
  
• 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 usually be requested when you reach the age of 65. If you joined KiwiSaver (or a complying superannuation fund) before 1 July 2019, a five year membership requirement also usually applies.

• Inland Revenue
• Housing New Zealand
• KiwiSaver
• Sorted
• Disclose Register – a government register for offers of financial products and managed investment schemes under the Financial Markets Conduct Act 2013

The OneAnswer Multi-Asset-Class Funds product disclosure statement 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 174kB)
  Companies and partnerships must complete this form along with their application.
  
• Specific to Trusts and Estates (Form 2B) (PDF 262kB)
  Trusts and estates must complete this form along with their application.
  
• Trust Account and Entity Declaration Form (Form 2C) (PDF 223kB)
  Trusts, companies, partnerships and estates must complete this form along with their application.
  
• Supplementary Form – Trust Account and Entity Additional Controlling Person(s) (PDF 193kB)
  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 42kB)
  Use this form to set up a regular contribution to your investment fund.
  
• Transaction Form (Form 4) (PDF 44kB)
  Use this form to make a lump sum contribution to your investment fund or to change your fund.
  
• Authorised Signatories Form (Form 5) (PDF 256kB)
  Use this form if you are a legal guardian or attorney wishing to be appointed as an authorised signatory.
  
• Withdrawal Form (Form 7) (PDF 384kB)
  Use this form to make a withdrawal.
  
• International Money Transfer Request Form (PDF 44kB)
  Use this form to transfer money to an overseas bank account.
  
• PIR Update Form (for individuals or joint investors) (PDF 65kB)
  Use this form to update your PIR if you’re an individual or joint investor. 
• PIR Update Form (for companies, trusts and partnerships) (PDF 73kB)
  Use this form to update your PIR if you’re a company, trust or partnership.
• Appointment of Official Representative Form (PDF 260kB)
  Use this form to appoint an official representative to operate your account on your behalf.

• Inland Revenue
• Housing New Zealand
• KiwiSaver
• Sorted
• Disclose Register – a government register for offers of financial products and managed investment schemes under the Financial Markets Conduct Act 2013

The OneAnswer Single-Asset-Class Funds product disclosure statement 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 174kB)
  Companies and partnerships must complete this form along with their application.
  
• Specific to Trusts and Estates (Form 2B) (PDF 262kB)
  Trusts and estates must complete this form along with their application.
  
• Trust Account and Entity Declaration Form (Form 2C) (PDF 223kB)
  Trusts, companies, partnerships and estates must complete this form along with their application.
  
• Supplementary Form – Trust Account and Entity Additional Controlling Person(s) (PDF 193kB)
  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 45kB)
  Use this form to set up a regular contribution to your investment fund.
  
• Transaction Form (Form 4) (PDF 47kB)
  Use this form to make a lump sum contribution to your investment fund or to change your fund.
  
• Authorised Signatories Form (Form 5) (PDF 256kB)
  Use this form if you are a legal guardian or attorney wishing to be appointed as an authorised signatory.
  
• Withdrawal Form (Form 7) (PDF 384kB)
  Use this form to make a withdrawal.
  
• International Money Transfer Request Form (PDF 44kB)
  Use this form to transfer money to an overseas bank account.
  
• PIR Update Form (for individuals or joint investors) (PDF 65kB)
  Use this form to update your PIR if you’re an individual or joint investor. 
• PIR Update Form (for companies, trusts and partnerships) (PDF 73kB)
  Use this form to update your PIR if you’re a company, trust or partnership.
• Appointment of Official Representative Form (PDF 260kB)
  Use this form to appoint an official representative to operate your account on your behalf.

• Prescribed investor rate (PIR) online update form
• Acceptable forms of identification and address verification
• Disclose Register – a government register for offers of financial products and managed investment schemes under the Financial Markets Conduct Act 2013