Call us on 0800 20 40 60

Forms

If you need any help completing a withdrawal form please call our Client Services team on 0800 20 40 60.

Important Notice

Due to end of financial year processing (for tax purposes) as well as Easter holidays (Good Friday and Easter Monday), withdrawals are unable to be processed on 1, 2, 3, 6 and 7 April.

First Home Withdrawals

If you are making a First Home Withdrawal and your settlement date is on one of the above dates, you MUST have your fully completed application form and supporting documents to us by 21 March so that we can pay it out by 31 March.

If you wish to access your Member Tax Credits as part of your First Home Withdrawal (available from 1 April 2015), your settlement date will need to be on 13 April at the earliest and your fully completed documentation and supporting documents will need to be submitted by 2 April.

Outside of the above dates we require a minimum of five working days from receipt of your fully completed application form in order to assess your application and arrange payment of your withdrawal request. Your application form must be accompanied by all required supporting information and your solicitor’s signature (refer to the Checklist on the First Home Buyer Withdrawal Form for more details).

Withdrawal Forms:

Fisher Funds TWO KiwiSaver Scheme Guide to Identification Documents DOWNLOAD PDF
Fisher Funds TWO KiwiSaver Scheme Retirement Withdrawal Form DOWNLOAD PDF
Fisher Funds TWO KiwiSaver Scheme First Home Buyers Application Form DOWNLOAD PDF
Fisher Funds TWO KiwiSaver Scheme Deceased Member Withdrawal Form DOWNLOAD PDF
Fisher Funds TWO KiwiSaver Scheme Permanent Emigration Form DOWNLOAD PDF
Fisher Funds TWO KiwiSaver Scheme Serious Illness Withdrawal Form DOWNLOAD PDF
Fisher Funds TWO KiwiSaver Scheme Regular Withdrawal Amendment or Cancellation, and Subsequent Withdrawal Form DOWNLOAD PDF

Cash4Schools™ Forms:

Cash4Schools™ Member Nomination Form DOWNLOAD PDF
Cash4Schools™ School Registration Form DOWNLOAD PDF

Inland Revenue Forms:

IRD Number Application Form for Individuals FILL ONLINE
IRD Number Application Form for a child in your care FILL ONLINE
IRD KiwiSaver Employee Information Pack (KS3) for individuals FILL ONLINE
IRD KiwiSaver Employee Guide (KS4) for employers FILL ONLINE

Other Forms:

Fisher Funds TWO KiwiSaver Scheme Guide to Identification Documents DOWNLOAD PDF
Fisher Funds TWO KiwiSaver Scheme Direct Debit Authority Form DOWNLOAD PDF
Fisher Funds TWO PIR Notification Form DOWNLOAD PDF
Fisher Funds TWO KiwiSaver Scheme Switch Form DOWNLOAD PDF
Fisher Funds TWO KiwiSaver Scheme Investor Profile Questionnaire DOWNLOAD PDF
Fisher Funds TWO KiwiSaver Additional Lump/Sum Transfer Form DOWNLOAD PDF
Fisher Funds TWO Australian Super Transfer Form DOWNLOAD PDF
Fisher Funds TWO Trans Tasman Transfer Form (Transferring to Australia) DOWNLOAD PDF
Fisher Funds TWO KiwiSaver Scheme Preferred Provider Application DOWNLOAD PDF