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Get the free Mas Kiwisaver Scheme Switch and Future Investment Strategy Change Form

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Use this form to change how your savings are invested in the MAS KiwiSaver Scheme. It includes sections for personal information, current balance investment instructions, and future contributions. Ensure changes are sent before 5pm for same-day processing.
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How to fill out mas kiwisaver scheme switch

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How to fill out mas kiwisaver scheme switch

01
Gather your personal details: You'll need your KiwiSaver account number, IRD number, and personal identification.
02
Go to the MAS KiwiSaver website or contact their customer service for the switch form.
03
Fill out the switch form with your personal information and select your desired investment option.
04
Review the terms and conditions of your new fund.
05
Submit the completed form online or via mail as instructed.
06
Await confirmation from MAS regarding your switch.

Who needs mas kiwisaver scheme switch?

01
Individuals currently enrolled in a KiwiSaver scheme who wish to change their provider to MAS.
02
Members looking for different investment options or lower fees.
03
People who want to consolidate their retirement savings into one fund.
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The MAS KiwiSaver Scheme Switch refers to the process by which members of the KiwiSaver scheme can change their investment provider or switch between different funds within the same provider.
Any KiwiSaver member who wishes to change their investment provider or funds within the scheme is required to file a MAS KiwiSaver Scheme Switch.
To fill out the MAS KiwiSaver Scheme Switch, a member must complete a switch form provided by their new KiwiSaver provider and specify the amount or percentage of their investments to switch.
The purpose of the MAS KiwiSaver Scheme Switch is to allow members the flexibility to choose different investment options that may better suit their financial goals and risk tolerance.
The information that must be reported typically includes the member's personal details, account number, details of the current provider, details of the new provider, and the specific funds or amounts being switched.
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