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Forms 

If you'd like to know more about KiwiSaver or the TOWER KiwiSaver Scheme, this is the place to be!

 

You can download any one of the PDF documents below, or call us for more information on 0800 379 372

 

Links

Fill Online.Adobe PDF
TOWER KiwiSaver Scheme Switch FormFILL ONLINEDOWNLOAD PDF
TOWER KiwiSaver Scheme Cash Enhanced Fund Switch FormFILL ONLINEDOWNLOAD PDF
TOWER KiwiSaver Additional Lump/Sum Transfer FormFILL ONLINEDOWNLOAD PDF
TOWER KiwiSaver Scheme Authority to Accept Direct DebitFILL ONLINEDOWNLOAD PDF
TOWER KiwiSaver Scheme Preferred Provider ApplicationFILL ONLINEDOWNLOAD PDF
TOWER KiwiSaver Scheme Full Retirement Withdrawal FormFILL ONLINEDOWNLOAD PDF
First Home Buyers Application FormFILL ONLINEDOWNLOAD PDF
Cash4Schools School Registration FormFILL ONLINEDOWNLOAD PDF
Cash4Schools Member Nomination FormFILL ONLINEDOWNLOAD PDF
IRD Number Application Form for a child in your careFILL ONLINEDOWNLOAD PDF
IRD KiwiSaver Employee Information Pack (KS3) for individualsFILL ONLINEDOWNLOAD PDF
IRD Number Application Form for IndividualsFILL ONLINEDOWNLOAD PDF
IRD KiwiSaver Employee Guide (KS4) for employersFILL ONLINEDOWNLOAD PDF
TOWER KiwiSaver Scheme Partial or Regular Retirement Withdrawal FormFILL ONLINEDOWNLOAD PDF
TOWER KiwiSaver Scheme Investor Profile QuestionnaireFILL ONLINEDOWNLOAD PDF

Withdrawals

Please note that any withdrawals (including full and partial retirement and first home, or permanent immigration withdrawals) that are processed after 1 July 2013 will be subject to new identification requirements as required by legislation that comes into effect on that date.

 

If your withdrawal will take place after 1 July 2013 you will need to provide us with the following:

 

Identity documents (must be certified copies*)

 

OPTION 1

 

  • New Zealand Drivers Licence; or
  • Passport; or
  • New Zealand Firearms Licence




    -

OPTION 2

 

  • Birth Certificate; or
  • Citizenship Certificate

 

Together with:

 

  • HANZ 18+ Card; or
  • Tertiary student photo ID; or
  • Current international driving permit

 

Proof of residential address (does not need to be certified)

 

  • Bank statement dated within the last 3 months; or
  • Any New Zealand Government Department statement dated within the last 3 months; or
  • New Zealand utility company statement i.e electricity, gas, phone, SKY dated within the last 3 months

 

*Certifying your identity documents
All copies of identity documents must be completely legible with clear photos. They must also be certified by an
Approved Person as being a true reproduction of the original document. A TOWER Managed Funds or Fisher Funds representative or an Authorised Distributor can copy and certify documents for you. Alternatively you can ask a Justice of the Peace, New Zealand registered lawyer, accountant, teacher or doctor, Police Officer, Notary Public or Member of Parliament who is not related to you, is not your spouse or partner, and does not live at the same address.
The Approved Person must view the original document (not a fax, photocopy or scan) before writing their name, occupation, date and signature and a statement as follows:

“I certify this to be a true copy of the original document and confirm that it represents the identity of (full name)”.
Certification is valid for three months. We must receive original copies of certified documents.

About the forms

TOWER KiwiSaver Scheme Switch Form - Use this form to change your investment strategy or redirect your contributions to a different investment strategy. Download this form if you are a non default member of the TOWER KiwiSaver Scheme.

 

TOWER KiwiSaver Scheme Additional Lump Sum / Transfer Form - Use this form to transfer from another investment fund that is not a KiwiSaver scheme to the TOWER KiwiSaver Scheme. If you are not already a member of the TOWER KiwiSaver Scheme you will first need to read a copy of the TOWER KiwiSaver Scheme Investment Statement and complete the TOWER KiwiSaver Scheme Application Form to join. This form can be used to make additional lump sum deposits to you TOWER KiwiSaver Scheme account.


TOWER KiwiSaver Scheme Full Retirement Withdrawal Form - Use this form if you wish to make a full retirement withdrawal of your funds and exit the TOWER KiwiSaver Scheme.  Retirement withdrawals become available to you when you reach the later of age 65 or the day on which you have been a member of a KiwiSaver scheme and/or complying superannuation fund for five years (conditions apply, please see the TOWER KiwiSaver Scheme Investment Statement for details).

 

TOWER KiwiSaver Scheme Partial or Regular Retirement Withdrawal Form - Use this form if you wish to make a partial retirement withdrawal of your funds or set up a regular retirement withdrawal from your TOWER KiwiSaver Scheme account.  Retirement withdrawals become available to you when you reach the later of age 65 or the day on which you have been a member of a KiwiSaver scheme for five years (conditions apply, please see the TOWER KiwiSaver Scheme Investment Statement for details).

 

First Home Buyers Application Form - Use this form to apply to withdraw funds under the First or Second Chance Home Withdrawal provisions.

 

TOWER KiwiSaver Scheme Authority to Accept Direct Debit - Use this form to make regular extra contributions.

 

TOWER KiwiSaver Scheme Preferred Provider Application Form - If, as an employer, you are selecting TOWER Managed Funds as your KiwiSaver provider of choice, please complete this form.

 

Cash4SchoolsTM Membership Nomination Form - If you wish to participate in the Cash4Schools programme or change your nominated school, please complete this form.

 

Cash4SchoolsTM School Registration Form - This form is for schools that wish to register to be able to receive Cash4Schools donations.