Christian KiwiSaver Scheme
Forms and Documents
Forms, documents and guides you may need while you are a member of the Christian KiwiSaver Scheme.
If you need any help completing a form please call us on 0508 738 473 or email us at info@christiankiwisaver.nz
Fund Updates
Growth Fund
Balanced Fund
Income Fund
Fund updates from previous years are available to view at https://disclose-register.companiesoffice.govt.nz/. Click ‘Search for an offer’. Then, enter the name “Christian KiwiSaver Scheme” in the Offer tab, then click on the “Investment Options” tab.
Withdrawal forms
Retirement withdrawal
This form is to be used when you have reached your qualifying date. This is when you have been a member of KiwiSaver for at least five years and you have also reached New Zealand Superannuation age – currently 65.
Once completed the form provides us with instructions for payment of your withdrawal amount. It also includes a statutory declaration. This is to confirm your eligibility for the Government Contributions you have received (by declaring your residency in New Zealand during the relevant period of your KiwiSaver membership.)
If you have not already done so, you must verify your identity and residential address before you can access your savings.
First home purchase
Use this form if you would like to make a withdrawal to be used towards purchasing your first home or (if you have previously owned a home) a withdrawal approved by Housing New Zealand.
You need to fill in and return this form to us with a copy of your Sale and Purchase Agreement at least a week before you need the money. The form includes a statutory declaration. Your lawyer also needs to fill in and return their section of the form (the Solicitor’s or Practitioner’s Letter).
If your Sale and Purchase Agreement is conditional then you can choose whether the amount withdrawn will be applied towards paying a deposit or applied at settlement. If the agreement is unconditional, the amount withdrawn can only be applied at settlement.
If you have not already done so, you must verify your identity and residential address before you can access your savings.
Financial hardship
If you are a member of our Scheme and wish to apply for a significant financial hardship withdrawal, please contact us by emailing us at
info@christiankiwisaver.nz
or by calling us at 0508 738 473.
For more information about significant financial hardship, click here.
Serious illness
To apply for a withdrawal due to serious illness complete and return this form.
Serious illness is an injury, illness or disability that:
- results in your being totally and permanently unable to engage in work for which you are suited by reason of experience, education or training (or any combination of those things); or
- poses a serious and imminent risk of death.
You need to fill in and return this form to us. The form includes a statutory declaration. Your doctor also needs to fill in and return their section of the form (the Doctor’s Form) along with supporting documents.
You will be advised of the Trustee’s decision.
If you have not already done so, you must verify your identity and residential address before you can access your savings.
Permanent emigration (excluding Australia)
This form is to be used if you permanently emigrate from New Zealand to another country except for Australia. There is a different form for transferring to Australia (please contact us).
You may apply for a withdrawal after a period of one year from the date of permanent emigration from New Zealand.
You need to fill in and return the form with documentary evidence of your overseas residential address (e.g. utility bills, bank statements) and the date you left New Zealand (e.g. airline tickets, passport stamp).
If you have not already done so, you must verify your identity and residential address before you can access your savings.
Deceased member
Contact us if you want to make a withdrawal on behalf of a deceased member’s estate.
Other forms
Member information
This form is to be used if your information has not been previously provided to us. This normally occurs when you are automatically enrolled through your employer.
It is to help us help you make the most of your membership of the Christian KiwiSaver Scheme. If you joined the Christian KiwiSaver Scheme automatically through your employer (by way of auto-enrolment or an opt-in) you may not have completed an application form. Consequently, we may not have the details that we need in order to manage your investment in the most efficient way. The form asks for personal details (name, contact address etc), your tax rate and investment choice, and identity verification.
Change of investment choice
Use this form if you are an existing Christian KiwiSaver Scheme member and wish to change your investment strategy. If you are unsure about choosing an investment strategy, you may wish to seek advice from a financial adviser.
Information about the different investment options can be viewed under Investment choices.
Automatic payment
If you wish to make an automatic payment please contact us on 04 473 9369 or 0508 738 473 for bank account details. We are here to help you.
Direct debit authority
Complete and return this form to us if you want us to debit your account regularly for contributions. We can debit your account fortnightly or monthly. Please indicate which payment frequency you would like on your form.
Employer chosen application
If your organisation’s primary activities are in our opinion Christian mission and/or ministry, you can select Christian KiwiSaver Scheme as your employer chosen KiwiSaver scheme.
Newsroom sign-up
Our members receive quarterly information and other emails to help them monitor their returns, hear about ethical investing and receive other information. If you would like to receive this information please email us.
Documents
Annual Reports
Product Disclosure Statement
Investment Holdings
Statement of Investment Policy and Objectives
Other Material Information
Trust Deed
Financial Statements
Guides & Policies
Ethical Investment Policy
Manual identity verification
This guide will help you manually verify your identity.
If you would prefer to verify your identity electronically please contact us.
Calculating your Prescribed Investor Rate (PIR)
KiwiSaver Glossary
Privacy Policy
Pricing Policy
Pricing Policy: Forestry and Forestry Land
