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Booster KiwiSaver Scheme documents

In this section, you'll find documents for the Booster KiwiSaver Scheme. You can download  them in mybooster too!


Forms

Retirement withdrawal form
PDF (179kB)
First home withdrawal
PDF (89kB)
Deceased estate closure form
PDF (61kB)
Australian – sourced retirement savings withdrawal
PDF (165kB)
Transfer from an existing superannuation scheme
PDF (40kB)
Direct Debit form
PDF (120kB)
Transfer of UK Pension funds to a QROPS scheme form
PDF (229kB)
Booster KiwiSaver Scheme Application Form and Product Disclosure Statements (including U18)
Interactive (2.04MB)

Need to make a financial hardship withdrawal of your KiwiSaver savings?

The supervisor of the Booster KiwiSaver Scheme is Public Trust. They make the decisions on all financial hardship applications. You can check your eligibility and apply through the link below.

To consider your application for significant financial hardship, Booster may collect personal information from you (including via Public Trust) which we manage in accordance with our privacy statement. By clicking ‘Apply now’, you acknowledge you have read and understood Booster's Privacy Statement.

Where you provide personal information about another person to support your application, you confirm you have shared Booster’s privacy statement with them, and they have agreed for you to provide their personal information to Booster and Public Trust and they have been told of the purpose for this collection. To start your application, click ‘Apply now’ which will take you to Public Trust’s online system where their privacy statement is located. 

Please contact us or your financial adviser if you require the paper application form instead.


Other forms?

All other forms can be downloaded from the ‘My account’ page in mybooster, which you can access here.


Financial Advisers

If you have a financial adviser, we recommend that you talk to them before you complete and submit any forms. They’ll be able to give you personalised advice based on your particular financial situation. If you’re not sure who your adviser is, please contact us.


Do it online in mybooster

Did you know that you can update your contact details, download a first home entitlement letter, set up a direct debit (DD) and switch funds in mybooster without having to complete a separate form?

Log in to mybooster and go to the 'KiwiSaver' page to switch funds, the 'My account' page to update your details or check the 'Quick access' menu to set up a DD and access the first home entitlement letter.


Completed forms

Please email your completed form, along with any supporting documents, to kiwisaver@booster.co.nz. If you need any help, please contact us!


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’.

Multi-sector Funds and Cash Fund
PDF (1.2MB)
Socially Responsible Investment Funds
PDF (908kB)
Default Saver Fund
PDF (1MB)
Asset Class Funds
PDF (920kB)
Booster KiwiSaver Scheme Application Form and Product Disclosure Statements – all funds
Interactive (2.6MB)

Quarterly Fund Updates

You can review the quarterly summaries for each fund in the Booster KiwiSaver Scheme, below.

If you are looking for Quarterly Fund Updates earlier than the ones listed below, go to the Disclose Register. Choose ‘Search Offers’ and search for ‘Booster’.

Fund holdings for each fund can also be found on the Disclose Register. Choose ‘Search Offers’ and search for ‘Booster’ at https://disclose-register.companiesoffice.govt.nz.


Other documents

Climate Statements for the funds we manage can be found on the Climate-related Disclosures Register. Choose 'Search for a climate statement' and search for Booster at: https://crd-app.companiesoffice.govt.nz/dashboard

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
PDF ( 223kB)
Financial Statements
PDF (1.4MB)
Climate Statements - Asset class funds
PDF (459kB)
Climate Statements - Booster KiwiSaver funds
PDF (547kB)

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.


We're here to help

Call us on 0800 336 338

8am – 8pm Monday to Friday