Forms and documents
Forms available for the Summer KiwiSaver scheme are listed below. If the document you're looking for is not listed or if you are unsure of the document you require please contact us.
The files below are in PDF format.
Summer KiwiSaver Scheme forms and documents
- Change of details
Unless you are changing your name, did you know you can update your personal information online via your profile.
- Switch
Did you know you can action a switch of your investment online.
- Additional deposit
Did you know you can transfer money through online banking.
IRD forms
- KiwiSaver deduction form (KS2 form)
To change your contribution rate you will need to complete a KS2 form and give this to your employer. - KiwiSaver Non-deduction notice (KS51 form)
To stop making employee contributions once you become eligible to withdraw from your KiwiSaver account, you will need to complete a KS51 form and give this to your employer.
Withdrawal forms
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First or second chance home
Please note a solicitors certificate for deposit or settlement must be an original copy on the solicitor’s letterhead.
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Significant hardship
If you have any questions or need assistance with completing the hardship form please contact us on 0800 11 55 66 - Life-shortening congenital condition
- Tax or student loan liabilities arising from a foreign superannuation transfer
Overseas transfer forms
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Transfer of Australian superannuation savings to Summer KiwiSaver scheme
Please contact the Summer team before completing this form, if you are interested in transferring your Australian superannuation savings across to the Summer KiwiSaver scheme. Many Australian providers will only accept their own form, however not all provide a form.
- Transfer to an Australian superannuation fund