Documents and forms
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Booster KiwiSaver Scheme documents and forms

In this section, you'll find documents for the Booster KiwiSaver Scheme. All forms, including withdrawal forms, are available under ‘My account’ in mybooster which you can access here.

For significant financial hardship withdrawals, you'll need to request a copy of the form directly from us or your financial adviser. You can call us on 0800 336 338.


Login to mybooster to access all Booster KiwiSaver Scheme forms, including First home withdrawal and Retirement withdrawal forms.

Note: First home withdrawal entitlement letters can be downloaded once you’ve logged in to mybooster.

Find all forms under My KiwiSaver documents in My account (via My Account on the main menu bar).

Send us your completed form

Email your completed form, along with any supporting documents, to [email protected]


Investment performance

View the investment performance

Quarterly updates

View the quarterly updates for each fund in the Booster KiwiSaver Scheme

Risk profiler

What kind of investor are you? Investment profiler questionnaire (interactive PDF 974kB)

Product Disclosure Statements

These are updated from time to time so they always have the latest information. You can read the latest Product Disclosure Statements below or find them in the Disclose Register. Choose ‘Search Offers’ and search for ‘Booster’ at

Booster KiwiSaver Scheme Product Disclosure Statement – Multi-sector Funds and Cash Fund (PDF 1172kB)

Booster KiwiSaver Scheme Product Disclosure Statement – Socially Responsible Investment Funds (PDF 908kB)

Booster KiwiSaver Scheme Product Disclosure Statement – Default Saver Fund (PDF 1009kB)

Booster KiwiSaver Scheme Product Disclosure Statement – Asset Class Funds (PDF 920kB)

Booster KiwiSaver Scheme Application Form and Product Disclosure Statements – all funds (interactive PDF 2687kB)

While risk indicators stated in the Product Disclosure Statements are usually relatively stable, they do shift from time to time. You can see the most recent risk indicator in the latest fund update for each fund on the quarterly fund updates page.

Other documents

Other Material Information (PDF 502kB)

Statement of Investment Policy and Objectives (PDF 369kB)

Free Accidental Death Cover (PDF 95kB)

Responsible Investment Policy Statement (PDF 198kB)

Guide to verification and certification of identity documents (PDF 69kB)

How do I calculate my Prescribed Investor Rate (PIR)? (PDF 63kB)

How can I make voluntary contributions? (PDF 78kB)

Trust Deed (PDF 3.2MB)

Annual Report 2021 (PDF 198kB)

Financial Statements 2021 – for year ended 31 March 2021 (PDF 729kB)

Interactive PDFs

Some of our forms are interactive PDFs and are labelled.

If you're using Internet Explorer 11, Chrome or Safari, you can fill in an interactive PDF form using your browser.

If you're using Edge, Firefox or an earlier version of Internet Explorer, you'll have to download an interactive PDF form and open it in Adobe Acrobat Reader. Then you can fill in the form on your computer.

When you've filled in the form, remember that you need to print and sign it before emailing or posting it back to us.


Page of Periodic disclosure statements 2016

Page of Periodic disclosure statements 2015

Page of Periodic disclosure statements 2014

Page of Periodic disclosure statements 2013


If you have any queries or want to know more:

If you don't have a financial adviser, we can put you in touch with someone in your area.