About the Scheme

Forms & Downloads

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About the Scheme

Forms & Downloads

  • Application Forms for Scheme Membership

    Sets out details of how new member wishes their superannuation plan to be set up.

  • Application for Benefit Payment

  • Change of Fund Application

    Member advises details of moving existing funds and contributions within the Scheme.

  • Change Prescribed Investor Rate (PIR)

    Application to change then rate of tax that is charged on your investment earnings.

  • Change Employers

    When a Member is moving from one employer to another.

  • Transfer to SuperEasy KiwiSaver

    When a Member is changing from the SuperEasy Scheme to the SuperEasy KiwiSaver Superannuation Scheme.

  • Australia to New Zealand Trans-Tasman Transfer Application Form

  • Individual Tax Residency Self Certification Form

    Member advises or changes their tax residency status.