Documents and forms

These documents, forms and links will help you with your investments.

2022 tax certificates and account statements

This year's tax certificates and account statements will be mailed from 9 May 2022. Copies will also be available in ANZ goMoney and ANZ Internet Banking.

Documents

Forms

General forms

  • Change Form (PDF 447KB)
    Use this form to change your fund, contribution rate, PIR or to update your personal details.

Early withdrawal


Retirement withdrawal


Transferring funds between New Zealand and Australia

Transfers from Australia to New Zealand

  • 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

Read about transferring your KiwiSaver savings to Australia.

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 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.

From overseas: +64 9 356 4000

If you wish to speak to an external financial adviser, call 0800 736 034 and we’ll put you in touch with one.

Important information

ANZ New Zealand Investments Limited is the issuer and manager of the ANZ KiwiSaver Scheme, the ANZ Default KiwiSaver Scheme and the ANZ Investment Funds. Important information is available under terms and conditions.