Forms and documents

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New Zealand Retirement Trust & Your Plan (formerly My Super)
Online tools
⌨   Change your NZRT funds >
 
⌨   Manage your NZRT payments >
 
⌨   NZRT Withdrawal >
 
⌨   Change your personal details

Make a regular or one-off payment using MyAMP

⌨   Change your Prescribed Investor Rate (PIR)

Check your current PIR and make changes if needed. Find out more about getting on the right tax rate

⌨   Scheme transfer request

Use this form if you would like to transfer from an existing AMP investment scheme into either AMP Managed Funds, AMP Investment Trust (AIT), WealthView, New Zealand Retirement Trust (NZRT) or the AMP KiwiSaver Scheme.

 

Forms
📑  Personal statement form
 
📑  Change of membership details form
 
📑  Change of investment details form
 
📑  Direct debit authority form
 
📑  Leaving employment form (Employer to complete)
 
📑  Initial Retirement Withdrawal online form (MyAMP)
 
📑  NZRT Withdrawal Form (PDF)
 
📑  Online Withdrawal form if leaving your Employer's plan (MyAMP)
 
📑  Subsequent Withdrawal form
 
📑  Deceased member withdrawal form
 
📑  Certificate of Non-Revocation of Power of Attorney
 
📑  Significant Financial Hardship form
 
📑  Foreign Tax Residence Declaration form - Individual
 
📑  Macquarie Wind Up Bank Account form