Form preview

Get the free TOWER KiwiSaver Scheme

Get Form
This investment statement provides detailed information regarding the TOWER KiwiSaver Scheme, including investment options, contributions, risks, and how to manage your investments. It aims to help
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign tower kiwisaver scheme

Edit
Edit your tower kiwisaver scheme form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your tower kiwisaver scheme form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit tower kiwisaver scheme online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the professional PDF editor, follow these steps:
1
Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit tower kiwisaver scheme. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
It's easier to work with documents with pdfFiller than you can have believed. Sign up for a free account to view.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out tower kiwisaver scheme

Illustration

How to fill out TOWER KiwiSaver Scheme

01
Gather your personal information (IRD number, identification, etc.).
02
Visit the TOWER KiwiSaver Scheme website or locate an application form.
03
Fill out the personal details section including your name, address, and contact information.
04
Choose your preferred investment option or fund type.
05
Indicate your contribution rate (3%, 4%, 6%, 8%, or 10%).
06
Review the terms and conditions of the scheme.
07
Sign the declaration at the end of the application form.
08
Submit your completed application form online or by mail as instructed.

Who needs TOWER KiwiSaver Scheme?

01
Individuals looking to save for retirement.
02
Employees wanting to take advantage of employer contributions.
03
Self-employed people seeking a structured savings plan.
04
First-time home buyers seeking a deposit subsidy.
05
Anyone aiming to benefit from government contributions to their retirement savings.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.0
Satisfied
44 Votes

People Also Ask about

The Most Ethical KiwiSaver Funds Pathfinder KiwiSaver Growth Fund. Management Fee: 1.30% p.a. Booster SRI High Growth Fund. Management Fee: 1.24% p.a. MAS Aggressive Growth Fund. Management Fee: 0.99% p.a. Simplicity Growth Fund. Management Fee: 0.25% p.a. SuperLife Ethica (Balanced) Fund. Management Fee: 0.60% p.a.
Top 10 KiwiSaver Funds By No. Members 1 ANZ KIWISAVER GROWTH FUND. 2 ASB KIWISAVER GROWTH FUND. 3 WESTPAC KIWISAVER CONSERVATIVE FUND. 4 ASB KIWISAVER CONSERVATIVE FUND. 5 WESTPAC KIWISAVER GROWTH FUND. 6 FISHER FUNDS KIWISAVER GROWTH FUND. 7 GENERATE FOCUSED GROWTH FUND. 8 ASB BALANCED FUND.
You can do it online by sending a completed Opt-out request form (KS10) to Inland Revenue, including your reason for opting out late. It can take up to 3 months to send your refund to you, as we may have to get your contributions back from your KiwiSaver provider.
Milford has maintained consistently high performance in the balanced and growth categories over the long term. Generate is delivering strong numbers across multiple periods. In summary, quality non-bank providers continue to outperform all bank KiwiSaver providers.
Your KiwiSaver contributions count We estimate that the difference between contributing 3% versus 10% over a lifetime of working can be $229,000 for those on an average salary, so a huge difference. Take a moment to plug your details into our KiwiSaver calculator to get an idea if you're on track to achieve your goals.
Disadvantages of KiwiSaver: Limited Access: Unlike other investment options, KiwiSaver funds are generally inaccessible until retirement age (currently 65 years old). Limited Investment Options: While KiwiSaver funds are diversified, they are limited to the funds offered by your provider.
The 4% rule states that you can withdraw up to 4% of your portfolio's value each year. So, for example – if you have $250,000 in your KiwiSaver, you could spend $10,000 in your first year of retirement. Beginning in the second year of retirement, you adjust this amount for inflation.
Top 10 KiwiSaver Funds By No. Members 1 ANZ KIWISAVER GROWTH FUND. 2 ASB KIWISAVER GROWTH FUND. 3 WESTPAC KIWISAVER CONSERVATIVE FUND. 4 ASB KIWISAVER CONSERVATIVE FUND. 5 WESTPAC KIWISAVER GROWTH FUND. 6 FISHER FUNDS KIWISAVER GROWTH FUND. 7 GENERATE FOCUSED GROWTH FUND. 8 ASB BALANCED FUND.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

The TOWER KiwiSaver Scheme is a retirement savings program in New Zealand designed to help individuals save for their retirement. It offers various investment options and benefits to encourage long-term savings.
Individuals who are members of the TOWER KiwiSaver Scheme and those who receive contributions to their accounts are required to file the necessary documentation related to the scheme.
To fill out the TOWER KiwiSaver Scheme, individuals need to complete the application form provided by TOWER, providing personal information, selecting an investment option, and understanding the terms and conditions of the scheme.
The purpose of the TOWER KiwiSaver Scheme is to promote retirement savings among New Zealanders, offering them a secure way to grow their investments over time through regular contributions and potential government grants.
Information that must be reported on the TOWER KiwiSaver Scheme includes personal details of the member, contribution amounts, investment performance, and any changes to the member's circumstances that may affect their account.
Fill out your tower kiwisaver scheme online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.