Documents | 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

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 Member Tax Credits (the Government’s 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If your Sale and Purchase Agreement is conditional then you can choose whether the amount withdrawn will be applied towards paying a deposit or applied at settlement. If the agreement is unconditional, the amount withdrawn can only be applied at settlement.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

This form is to be used to apply for a withdrawal to alleviate significant financial hardship.

Significant financial hardship includes significant financial difficulties that arise when you are:

  • unable to meet minimum living expenses;
  • unable to meet mortgage repayments on your family residence, resulting in the mortgagee seeking to enforce the mortgage;
  • modifying your home to meet special needs arising from your or a dependant’s disability;
  • receiving (or needing) medical treatment for an illness or injury to you or a dependant;
  • funding a funeral for a dependant; or
  • funding palliative care for you or a dependant.

You need to fill in and return this form to us with proof of the costs causing hardship and any other supporting documents. The form requires the disclosure of your personal financial information and includes a statutory declaration.

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.

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 are self-employed or wish to make additional contributions, use the Automatic Payment Form which contains our bank account information.

Please remember to put in a reference of “CKS” and your member number. This will ensure we will deposit the money into your account quickly. If you cannot remember your member number ring us on 04 473 9369 or 0508 738 473. 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 you 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 & guides

Product Disclosure Statement

Ethical Policy

Responsible Investment Statement

Fund Updates

Fund Updates are available for viewing in the Newsroom.

Annual Reports

Calculating your Prescribed Investor Rate (PIR)

Identity verification

This guide will help you verify your identify to us.

Before we can pay any savingsto you, we are required to obtain from you proof of your identity and proof of your residential address. This is required under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009. The guide sets out the reason for this request and the types of documentation acceptable, and who can certify your documents.

KiwiSaver Glossary

Statement of Investment Policy and Objectives

Other Material Information

Trust Deed

Privacy Policy