Download Forms

You'll need Adobe Acrobat to read the following documents. If you don't have Adobe Acrobat then you can download it from Adobe.

Investment Statement & Application Forms (968kb)

Direct Debit Form (PDF 130kb) - Use this form to make contributions direct to your KiwiSaver account (for self employed/ not employed individuals). Employees can also use this form to make extra voluntary contributions direct to your KiwiSaver account.

Direct Debit Amendment/Cancellation Form (122kb) - Use this form to amend or cancel your Mike Pero Saver Direct Debit.

Employee Information Pack KS3 (315kb)- Inland Revenue's KiwiSaver pack for employees.

Investment Option Switch Request Form (94kb) - Use this form to change or redirect your contributions to a different investment fund.

IRD Number Application Form (84kb) - Use this form to apply for an IRD number.

KiwiSaver Deduction Form KS2 (95kb) - Inland Revenue's form for an employee to notify their employer that they've joined KiwiSaver or for an employee to change their contribution rate.

KiwiSaver Employer Guide KS4 (534kb) - Inland Revenue's KiwiSaver pack for employers.

Preferred Provider Agreement (46kb)- Use this form to select Mike Pero Saver as your company's Preferred Provider of KiwiSaver

Australian Superannuation Scheme Transfer Form (89kb) - use this form if your would like to register your interest in regards to the transfer of funds from your Australian Superannuation Scheme.

New Zealand Superannuation Scheme Transfer Form (88kb) - Use this form if you would like to register your interest in regards to the transfer of your funds from a New Zealand Superannuation Scheme.

UK Pensions Scheme Transfer Form (97kb) - Use this form if you would like to register your interest in regards to the transfer of funds from your UK Pension Scheme.