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Membership
Application
Membership Application
Sets out details of how new member wishes their superannuation plan to be set
up.
Change Details
Change of Fund Application
Member advises details of moving existing funds and contributions within the
Scheme.
PIR Rate
Change Prescribed Investor Rate
Application to change then rate of tax that is charged on your investment earnings.
Transfer Into SuperEasy KiwiSaver From An Existing KiwiSaver Scheme
Membership Application
When an existing KiwiSaver member is wishing to transfer from an existing KiwiSaver
scheme into SuperEasy KiwiSaver complete our application form, and send it to our office.
Withdrawal
Application for Benefit Payment
Member advises why they are withdrawing from the scheme and how their benefit
is to be paid.
SuperEasy KiwiSaver Fund Withdrawal Tax Member Withdrawal Questionnaire
Member advises contribution details prior to withdrawal, confirming tax implications.
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