forms

AXA KiwiSaver Scheme Forms

• AXA KiwiSaver Scheme Investment Statement, including Enrolment Form (PDF 87KB)
  
  
• AXA KiwiSaver Scheme Direct Debit (PDF 71KB)
  
  
• Changing a Direct Debit form (PDF 57KB)
  Please complete both these forms when you are applying for a new Direct Debit or changing an existing Direct Debit.
  
  
• AXA KiwiSaver Scheme Investment Switch (PDF 73KB)
  
  
• AXA KiwiSaver Scheme Permanent Emigration Withdrawal (63KB)
  
  
• AXA KiwiSaver Scheme Retirement Withdrawal (54KB)
  
  
• AXA KiwiSaver Scheme Employer Choice Agreement (2MB)
  For employer completion only.
  
  

• AXA KiwiSaver Scheme Third Party Authorisation Form (20KB)

• AXA KiwiSaver Scheme Death of Saver Withdrawal (108KB)

• AXA KiwiSaver Scheme First Home Withdrawal (80 KB)

For all other enquiries about the AXA KiwiSaver Scheme, please call us on 0800 29 27 28.

AXA Personal Superannuation Forms

• APS Investment Statement, including application form (PDF 380KB)
  
  
• APS Direct Debit Form (PDF 95KB)
  
  
• Changing a Direct Debit form (PDF 57KB)
  Please complete both these forms when you are applying for a new Direct Debit or changing an existing Direct Debit.
  
  
• Switching Investment Portfolios (PDF 87KB)
  
  
• APS Withdrawal Form (Including FWT & UK declarations) (PDF 592KB)
  FWT is imposed to deter the use of superannuation schemes as a tax avoidance vehicle. Under the law, FWT is applied to all benefits paid, unless they can be shown to be exempt. There are a large number of exemptions. By completing the form, you will assist us in determining whether your benefit payment is liable for FWT.
  
  
• APS Third Party Authorisation Form (PDF 20KB)

• APS Death of Saver Form (PDF 160KB)

• APS Permanent Emigration Form (PDF 530KB)

 For all other enquiries about personal superannuation, please call us on 0800 808 801.

AXA Business Superannuation Forms

• ABS Investment Statement, including application form (PDF 324KB)
  
  
• Contribution Change (PDF 234KB)
  To change your contributions. Please note that your employer must sign this form before you send it to AXA.
  
  
• Switching Investment Portfolios (PDF 331KB)
  To change how your savings are invested.
  
  
• ABS Death of Saver Form (PDF 137KB)
  
  
• Vesting and Insurance (PDF 236KB)
  To alter your vesting and insurance options. Please note that your employer must sign this form before you send it to AXA
  
  
• Request for Benefit Payment (incl. Fund Withdrawal Tax form) (PDF 278KB)
  Use this form if you wish to access your retirement savings. For withdrawal enquiries please contact us on 0800 807 222

State Sector Retirement Savings Scheme (SSRSS) Forms

• State Sector Retirement Savings Scheme Authority for Automatic Payments (PDF 76KB)
  
  
• State Sector Retirement Savings Scheme Permanent Emigration Withdrawal Form (PDF 130KB)
  
  
• SSRSS Change my Investment Portfolio (PDF 440KB)
  
  
• SSRSS Change my Personal Details (PDF 73KB)
  
  
• SSRSS Change my Contribution Details (PDF 27KB)
  
  
• SSRSS Changes to Employment (one participating in SSRSS) (PDF 29KB)
  
  
• I want to make a withdrawal (PDF 82KB)
  
  
• SSRSS Fund Withdrawal Tax form - to be completed with all withdrawals (PDF 57KB)
  
  
• SSRSS First Home Withdrawal (PDF 95KB)

Employer Forms

• Participation Agreement (PDF 68KB)
  To establish a new AXA Business Superannuation plan. We also recommend you talk to an AXA adviser.
  
  
• Variation to Participation Agreement (PDF 72KB)
  To make changes to an existing AXA Business Superannuation plan.

Insurance Forms

• Direct Debit Form (PDF 50KB)
  Authority to Accept Direct Debits
  
  
• Application for Replacement Policy (PDF 51KB)
  When you are certain that your policy has either been destroyed or cannot be found (it may have been lodged with a bank, solicitor or accountant), please complete this form.
  
  
• Third Party Authorisation Form (19KB)
  
  
• Memorandum of Transfer (PDF 35KB)
  A change of ownership form. Note that providing replacements for lost or destroyed policy documents may incur a $25.00 fee, please check with our Customer Services team if you have any questions about this.
   

Investment Forms

• Investment Statement & Application Form - 1 April 2010 (PDF 289KB)
  Cash Management Fund

General Forms

• Superannuation Master Trust - Trust Deed (PDF 7MB)
  Consolidated and amended with effect from 13 February 2009
  
  
• Change of Name Declaration (PDF 26KB)
  Used to notify AXA of your name change for specific policies. This must be accompanied by a copy of your Marriage or Birth Certificate.
  
  
• Verification of Identity (PDF 59KB)
  This form is used so we can verify your identity in these circumstances:
  
  - Payments to your retirement plan are not made from your bank account
  - Your retirement plan is transferred to a company or a person who is not already an AXA customer
  - Someone other than you requests a cash transaction of $10,000 or more
  - In any situation where your identity is uncertain