Documents, Forms & Publications

OneAnswer KiwiSaver Scheme product disclosure statement

The product disclosure statement provides you with essential information on the OneAnswer KiwiSaver Scheme, inlcuding the risks and fees involved.

A product disclosure statement for the OneAnswer KiwiSaver Scheme has been lodged on the scheme's offer register at business.govt.nz/disclose.

OneAnswer KiwiSaver Scheme guide

This guide explains how the OneAnswer KiwiSaver Scheme works and what it can offer you. It helps you with some of the decisions you'll need to make and explains how to view and manage your KiwiSaver account.

OneAnswer KiwiSaver Scheme - Annual Report

OneAnswer KiwiSaver Scheme - Direct Debit Form

Use this form to start a new direct debit, or amend an existing direct debit.

OneAnswer KiwiSaver Scheme - Change Form

Use this form to update your personal details and/or change your fund.

Preferred Provider Agreement Form

Use this form to select the OneAnswer KiwiSaver Scheme as your preferred KiwiSaver scheme.

Guide to buying your first home with KiwiSaver brochure

Our First Home Buyer's Guide provides information to help you through the first home withdrawal process.

First Home Withdrawal Application Form

Complete the application form and give it to your New Zealand solicitor (or licensed conveyancer) with the attached letter. They’ll also need to send us all the other documents listed on the application form.

Significant Financial Hardship Withdrawal Guide and Application Form

Use our KiwiSaver Significant Financial Hardship Withdrawal Guide for more information on eligibility criteria and next steps. If you think you’re eligible to apply for a withdrawal, you can complete our KiwiSaver Significant Financial Hardship Withdrawal application form.

Retirement withdrawal forms

Use this form if you are eligible to make a retirement withdrawal. 

Retirement Withdrawal Application Form (Australian sourced funds only)

Use this form if you have transferred funds from an Australian complying superannuation scheme and you are eligible to withdraw those funds.

Serious Illness Withdrawal Application Form

Use this form to request an early withdrawal if you are suffering from a serious illness.

Permanent Emigration Withdrawal Application Form

Use this form if you have emigrated permanently, other than to Australia. You must have been living out of New Zealand for at least one year.

Identity Guide

When you invest with ANZ Investments, you are required to provide certified copies of valid proof of identity, and proof of residential address (issued within the last three months). Learn more

Trans-Tasman Transfer Application Form

Use this form if your Australian provider doesn't have their own forms that you can complete.

Trans-Tasman Transfer New Zealand Statutory Declaration

Use this statutory declaration if your Australian provider cannot provide you with a New Zealand statutory declaration.

Sustainable International Share Fund Responsible Investment Policy

KiwiSaver Deductions Form (KS2)

Use this form to change your contribution rate.

KiwiSaver - Contributions Holiday Form (KS6)

Use this form to apply for a contributions holiday.

KiwiSaver Opt-out Request Form (KS10)

Use this form to apply to opt out of KiwiSaver.

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 be requested when you reach the age of 65 and have been a KiwiSaver member for five years or more (i.e. you reach the KiwiSaver retirement criteria).

Identity Guide

When you invest with ANZ Investments, you are required to provide certified copies of valid proof of identity, and proof of residential address (issued within the last three months). Learn more

OneAnswer Single-Asset-Class Funds product disclosure statement

The product disclosure statement provides you with essential information on the OneAnswer Single-Asset-Class Funds, including the benefits, risks and fees involved.

A product disclosure statement for the OneAnswer Single-Asset-Class Funds has been lodged on the scheme's offer register at business.govt.nz/disclose.

OneAnswer Single-Asset-Class Funds guide

The OneAnswer Single-Asset-Class Funds offer a range of funds targeting sepcific asset classes, and a balanced fund option. This guide explains what the funds can offer and how to make them work for you.

OneAnswer Single-Asset-Class Funds - Direct Debit Form

Use this form to start a new direct debit, or amend an existing direct debit.

OneAnswer Single-Asset-Class Funds - Transaction Form

This form is to be completed if you would like to change the fund you invest in, make a lump sum payment or update your prescribed investor rate. 

OneAnswer Single-Asset-Class Funds - Form 7 - Withdrawal Form

This form is to be completed if you wish to withdraw some or all of your investment.

OneAnswer Single-Asset-Class Funds Annual Report

Form 2A – Specific to Companies and Partnerships

Companies and partnerships must complete this form in addition to Form 2 - Application Form (Companies, Trusts, Partnerships and Estates) and Form 2C - Trust Account and Entity Declaration Form..

Form 2B – Specific to Trusts and Estates

Trusts and estates must complete this form in addition to Form 2 - Application Form (Companies, Trusts, Partnerships and Estates) and Form 2C - Trust Account and Entity Declaration Form..

Form 2C - Trust Account and Entity Declaration

Trusts must complete this form in addition to Form 2 - Application Form (Companies, Trusts, Partnerships and Estates) and Form 2B.

Supplementary Form – Trust Account and Entity Additional Controlling Person(s)

This form is to be completed in addition to Form 2C – Trust Account and Entity Declaration Form, if there is more than two controlling persons.

Form 5 – Authorised signatories form

This form is to be completed by all authorised signatories (e.g. guardians or attorneys) where one or more authorised signatory has signed Form 1 or 2.

OneAnswer Multi-Asset-Class Funds product disclosure statement

The product disclosure statement provides you with essential information on the OneAnswer Multi-Asset-Class Funds, including the benefits, risks and fees involved.

A product disclosure statement for the OneAnswer Multi-Asset-Class Funds has been lodged on the scheme's offer register at business.govt.nz/disclose.

OneAnswer Multi-Asset-Class Funds guide

The OneAnswer Multi-Asset-Class Funds offer a diversified and flexible investment solution, investing in a broad range of assets across local and international markets. This guide explains what the funds can offer and how to make them work for you.

OneAnswer Multi-Asset-Class Funds - Direct Debit Form

Use this form to start a new direct debit, or amend an existing direct debit. 

OneAnswer Multi-Asset-Class Funds - Transaction Form

This form is to be completed if you would like to change the fund you invest in, make a lump sum payment or update your prescribed investor rate.

OneAnswer Multi-Asset-Class - Form 7 - Withdrawal Form

This form is to be completed if you wish to withdraw some or all of your investment.

OneAnswer Multi-Asset-Class Funds Annual Report

PIR update form for individual or joint investors

Use this form to update your PIR if you’re an individual or joint investor.

PIR update form for companies, trusts and partnerships

Use this form to update your PIR if you’re a company, trust or partnership.  If you’re an individual, you can update your PIR online using the PIR update online form under ‘Tools’.

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