KiwiSaver

Join

Application form

You can sign up to the SuperLife KiwiSaver scheme online.  However, if you prefer to complete the form, click to download the product disclosure statement and application form - for both adults and children.

Direct debit form

Direct debit form - to set up a direct debit payment to your KiwiSaver Account.

Identity verification

Identity and Address Verification - this sets out what we need from you as proof of identity and/or address.

Rejoin SuperLife

Reinstatement form - to rejoin SuperLife or reinstate your membership of SuperLife.

Contributions and withdrawals

Lump sum contribution form

Lump sum contribution form - to pay a lump sum to your KiwiSaver Account.

Contribution change form

If you are an employee and wish to change your savings/contributions level, please advise your employer (this is likely to be your payroll, accounting or HR department).

If you are not an employee and wish to change your savings level, please complete the contribution change form - non-employees.

Savings suspension

Savings suspension - to go on a savings suspension.

Retirement benefit request

Retirement benefit request - to take out all or part of your KiwiSaver savings once you have reached the KiwiSaver retirement age.

First home withdrawal payment

First home withdrawal payment - to make a first home withdrawal from your KiwiSaver account.

Significant financial hardship application

To make an application for a payment under KiwiSaver for significant financial hardship, please contact SuperLife on 0800 27 87 37.  You can read more about the process here.

Permanent emigration withdrawal request

Permanent emigration withdrawal request - to make an application for a withdrawal payment if you are permanently emigrating from New Zealand.

Serious illness withdrawal request

To make an application for a withdrawal payment under the KiwiSaver rules on serious ill-health, contact SuperLife on 0800 27 87 37. You can read more about the process here.

Update or change

Change investment strategy form

You can change your investment strategy at any time by logging into your account online, free of charge.

Change investment strategy form - to complete a form to change your investment option for your KiwiSaver Account.  

Update personal details

You can change your personal details at any time by logging into your account online.

Update personal details - to update your details such as address, name and contact information.

PIR tax rate nomination 

You can change your PIR tax rate at any time by logging into your account online.

Investments

Join

Individual savings or investments

You (or an entity) can sign up to SuperLife for savings or investments online here.  However, if you prefer to complete the form, click to download the product disclosure statement and application form.

Contributions and withdrawals

Deposit or save a lump sum

Deposit or save a lump sum - use this form to save a lump sum if you already belong to SuperLife for savings.

Change savings contributions

Change savings contributions - use this form to change your current monthly savings. 

SuperLife savings withdrawal

Withdrawal payment request - use this form to request withdrawal from SuperLife savings account.

Deceased Estate Form

Deceased Estate Form

 

Update or change

Change investment strategy

You can change your investment strategy at any time by logging into your account online, free of charge.

Change investment strategy form - use this form to change your investment strategy for your existing and/or future savings.

Switch investments

Switch investments - use this form to switch some or all of your existing savings between different investment options. This form is different to the "Change investment strategy form", which you can use to change your investment strategy for existing and/or future savings. 

Update beneficiary details

Update beneficiary details - use this form to update the beneficiaries who will receive the benefits that are payable if you die.

Update bank account

Update bank account - use this form to advise SuperLife of the bank account applicable for the payment of your benefits.

PIR tax rate nomination

You can change your PIR tax rate at any time by logging into your account online.

PIR tax rate nomination - use this form to advise SuperLife of your PIR rate.

Insurance

Update or change

Life and/or disability insurance 

Life and/or Disability Insurance - to add or change your life and/or disability income protection insurance benefit in your existing SuperLife workplace savings scheme membership.

Medical insurance

Medical insurance - to add or change your UniMed insurance cover benefit or to update dependants relating to your existing membership.

Update personal details and/or beneficiary details 

Update personal details and/or beneficiary details - use this form to update:

• Personal details - such as address, names and contact details;

• Beneficiary details - the beneficiaries who will receive the benefits that are payable if you die.

Smoker status

Non-smoker declaration - use this form to advise SuperLife if you were a smoker and have become a non-smoker.

Update smoker status - use this form to advise SuperLife of your current smoker status for the purpose of calculating any life insurance premiums.

Stop insurance cover

Stop insurance cover - use this form to stop your voluntary life, disability or medical insurance benefits.

Superannuation

Join

Join as an employee member

If your employer has chosen SuperLife to provide benefit arrangements, you can read the SuperLife workplace savings scheme product disclosure statement and complete the employee application form to join SuperLife. We recommend that you speak with your employer or contact us if you wish to learn more about the benefits arrangements in place.

Set up a direct debit

Direct debit form - to set up a direct debit payment to your SuperLife accounts.

Identity verification

Identity and Address Verification - this sets out what we need from you as proof of identity and/or address.

Contributions and withdrawals

Start making regular savings contributions

Add savings benefits - use this form to start saving if you are an individual member of SuperLife and already belong to SuperLife for Insurances.

Add savings benefits - employee - use this form to start saving if you already belong to SuperLife through your employer.

Change savings contributions 

Change savings contributions - use this form to change your current monthly savings amount if you are an individual member.

Deposit or save a lump sum

Deposit or save a lump sum - use this form to save a lump sum if you already belong to SuperLife for savings.

Withdrawal request

Withdrawal payment request - use this form to request a payment of money from your superannuation (if you are a member through your employer, payments will be made only if the rules of your employer's arrangements permit it).

Managed income request

Managed income request - use this form to request a managed income benefit from your SuperLife savings accounts.

Deceased Estate Form

Deceased Estate Form

Update or change

Change investment strategy

You can change your investment strategy at any time by logging into your account online, free of charge.

Change investment strategy - use this form to change your investment strategy for your existing and/or your future savings.

Switch investments

Switch investments - use this form to switch some or all of your existing savings between different investment options. This form is different to the "Change investment strategy form", which you can use to change your investment strategy for existing and/or future savings. 

Update beneficary details

• Update personal details and bank account details  use this form to update Personal details - such as address, names, contact details and bank account details

• Update beneficiary details - use this to list the beneficiaries who will receive the benefits if you die.

Continuing with SuperLife

Continuing SuperLife  - use this form to continue your membership when you change jobs if you joined through your employer.

PIR tax nomination 

You can change your PIR tax rate at any time by logging into your account online.

Stop savings contributions

Stop savings contributions - use this form to stop your current savings contributions.

Superannuation Master Trust

Join

Direct Debit Form

Direct Debit Form

General

Changing your Fund (Switch Form)

SMT Switch Form

Authorised Signatory Form

Authorised Signatory Form

Contribution

Lump Sum Deposit Form

Master Trust Lump Sum Deposit Form

Withdrawal

In-Service Withdrawal Request Form

In-Service Withdrawal Request Form

Ordinary Member Withdrawal Request Form

Ordinary Member Withdrawal Request Form

Permanent Emigration Withdrawal Request Form

Permanent Emigration Withdrawal Request Form

Withdrawal Request Form

Withdrawal Request Form

Leaving Employment Form

Leaving Employment Form

Deceased Estate Form

Deceased Estate Form

New Zealand Rugby Players Forms

NZRU First Home Withdrawal Application Form

NZRU Early Retirement Approval Form

Auckland International Airport Withdrawal Request Forms 

Auckland International Airport Undue Hardship Withdrawal Form

Auckland International Airport  Withdrawal Request Form

Goodman Fielder Withdrawal Request Forms

Goodman Fielder Undue Financial Hardship Form

Goodman Fielder Withdrawal Request Form

Holcim NZ Ltd Withdrawal Request Form

Holcim NZ Withdrawal Request Form

SSRSS

Contribution

Lump sum contribution form

SSRSS Lump Sum Deposit Form

Withdrawal

SSRSS Member Voluntary Account Withdrawal Request Form

This form can be used when you only want to withdraw from your SSRSS Voluntary Account only. For partial or full withdrawals from member/employer and voluntary accounts please fill out SSRSS Withdrawal Request form below.
SSRSS Member Voluntary Account Withdrawal Request Form

SSRSS Permanent Emigration Withdrawal Request Form

SSRSS Permanent Emigration Withdrawal Request Form

SSRSS Withdrawal Request Form

This form should be used for partial and complete SSRSS withdrawals. See section 3 for conditions.
SSRSS Withdrawal Request Form

SSRSS Registered Medical Report

SSRSS Registered Medical Report

Deceased Estate Form

Deceased Estate Form

Switch

Switch Form

SSRSS Switch Form

Transfer Employer

SSRSS Transfer Between State Sector Employers

SSRSS Transfer Between State Sector Employers

KiwiSaver

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Sorted KiwiSaver savings calculator

The Sorted KiwiSaver savings calculator (available via the Government's Sorted website) helps you to determine how much you could save by age 65, and what this could give you between age 65 and 90.

Sorted KiwiSaver fees calculator

The Sorted KiwiSaver fees calculator  (available via the Government's Sorted website) helps you to work out what fees you are likely to be charged in KiwiSaver up to age 65, and see how similar types of funds compare.

Investments

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Managed income calculator

Use our managed income calculator to estimate your projected expenditure over the course of your retirement.

Savings calculator

Use our savings calculator to estimate your future savings balance.

Insurance

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Life insurance calculator

The life insurance calculator helps you to work out the premium for life insurance through SuperLife. 

Disability insurance calculator

The disability insurance calculator help you to work out the premium for disability insurance through SuperLife.

Retirement Planning

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How long might I live in retirement?

Use our life expectancy calculator to see how long you might live based on your gender and expected retirement age.

Retirement expenditure calculation sheet

Click here to download our retirement expenditure calculation sheet, which can help you work out how much income you will need after you retire.