Guides
Information sheets
Forms
- Insurance forms
- Group insurance questionnaires
- Additional Lump Sum Contribution
- Advice Fee - One-Off
- Advice Fees
- Application for Insurance
- Appointment of representative
- ATO Notice of Intent to Claim a Tax Deduction form
- ATO Notice of Intent to Claim a Tax Deduction guide
- Binding Death Benefit Nomination
- Certificate of Compliance
- Change of details
- Choice of Fund form and Certificate of Compliance
- Direct Debit Request
- High Threshold Transaction Form
- In Specie Transfer Guide
- Insurance application - life events and salary increase
- Insurance cancellation form
- Insurance opt in form
- Insurance Tele Interview Request Form
- Invalidity Statement by a Registered Medical Practitioner
- KiwiSaver scheme transfer form
- Non-Binding Death Benefit Nomination
- Occupational Duties Questionnaire
- Overseas Investor Form
- Politically Exposed Persons Form
- Reinstate insurance and health declaration
- Request to Transfer
- Retirement Declaration Form
- Switching Instruction
- Transfer your insurance cover
- Withdrawal Form