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Forms & Downloads
About the Scheme
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About the Scheme
Scheme Benefits
Forms & Downloads
Reports & Documents
Fund Updates
Forms & Downloads
Application Forms for Scheme Membership
Online application
Sets out details of how new member wishes their superannuation plan to be set up.
Application for Benefit Payment
Download PDF document
Change of Fund Application
Download PDF document
Member advises details of moving existing funds and contributions within the Scheme.
Change Prescribed Investor Rate (PIR)
Download PDF document
Application to change then rate of tax that is charged on your investment earnings.
Change Employers
Download PDF document
When a Member is moving from one employer to another.
Transfer to SuperEasy KiwiSaver
Download PDF document
When a Member is changing from the SuperEasy Scheme to the SuperEasy KiwiSaver Superannuation Scheme.
Individual Tax Residency Self Certification Form
Download PDF document
Member advises or changes their tax residency status.