Forms

Below you’ll find downloadable forms for all of Milford’s KiwiSaver Plan and PIE Funds. If you require any other information, please contact our client services team at 0800 662 345 or info@milfordasset.com.

KiwiSaver Forms

Milford KiwiSaver Plan Forms

Product Disclosure Statement

Information about Milford’s KiwiSaver Plan Funds including the Application Form.

Download PDF

Withdrawal Request

If you are eligible to withdraw part or all of your KiwiSaver savings and would like to do so please contact us on 0800 662 346.

Direct Debit Authority Form

Set up a direct debit authority with Milford.

Download PDF

Switch Form

Switch between Milford KiwiSaver Funds.

Download PDF

Application Form

The Milford KiwiSaver Plan Application Form can be found at the back of the Product Disclosure Statement. Alternatively you can Invest now

Please ensure you have read the Product Disclosure Statement for this product.

PIE Forms

PIE Forms

PIE Product Disclosure Statement

Information about Milford’s PIE Funds including the Application Form.

Download PDF

Withdrawal Request Form

Withdraw a portion or all of your investment, or set up a regular withdrawal.

Download PDF

Direct Debit Authority Form

Set up a direct debit authority with Milford.

Download PDF

Switch Form

Switch between your Milford PIE Funds.

Download PDF

Application Form

The Milford PIE Application Form can be found at the back of the Product Disclosure Statement. Alternatively you can Invest now

Please ensure you have read the Product Disclosure Statement for this product.
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