Making changes

If you need to make any changes to your investments or personal details, here's where you can do it.

Changing my contributions

Check your Member Booklet/Benefits Schedule to see what contributions you are required to make.

If you want to make any changes to the amount you contribute, please contact your employer/payroll office. Your employer will then make the change to your salary.

If you're not saving through your employer (i.e. portability member) simply contact your bank to make changes to your contributions.

If you'd like to make a lump sum payment, send us a cheque made out to 'New Zealand Retirement Trust' with a covering note explaining where it is to be invested.

Before completing this, please refer to your Benefits Schedule or check with your employer to see what changes you can make as some plans have restrictions on investment options.

If you're a portability member, there are no restrictions on investment options.

Please click here to open the "Changing your Investments" form.

Important: If you're reallocating your investments, we suggest you discuss it first with your Adviser to ensure you get the best out of your investments over the long term.

Update my contact details

To update your contact details, please send a signed letter advising the changes to the New Zealand Retirement Trust at the address below, or notify your employer.

I am leaving my employer

Click here to find out your options.

Set up an automatic payment - Portability members only

To maintain your regular savings, complete this form and give it to your bank for processing. Make sure you include your account (login) number in the payee reference field so we can correctly identify your payments.

You'll need the Adobe Acrobat reader to view this PDF file. If you don't have it, you can download it from Adobe for free.

Need assistance?

If you need any help in completing a form or you are unsure if you are able to make a change, please contact your AMP Adviser or call us on 0800 808 267, 8:00am to 8:00pm, Monday to Thursday, 8:00am to 6:30pm, Friday or email us at Service@amp.co.nz

Where to send changes

Once you've completed a transaction form, please send it freepost to:
New Zealand Retirement Trust
PO Box 55
Shortland Street
Auckland 1140
New Zealand
or fax to 0800 509 955

We'll let you know when we've made the change either by e-mail or letter.