Forms & Documents

Milford KiwiSaver Plan Product Disclosure Statement

(includes application form)

PDF

Milford Investment Funds Product Disclosure Statement

(includes application form)

PDF

Milford Investment Funds Investing on Behalf of a Minor

PDF

Milford KiwiSaver Plan Investing on Behalf of a Minor

PDF

Milford KiwiSaver Plan - Direct Debit Form

PDF

Milford Investment Funds - Direct Debit Form

PDF

Milford KiwiSaver Plan First or Second-Chance Home Withdrawal Form

PDF

Milford KiwiSaver Plan Inter-Fund Switch

PDF

Milford Investment Funds Fund Switch Request Form

Joint/Individual/Company/Trust/Entity accounts

PDF

Milford Investment Funds Inter-Account Transfer Request Form

PDF

Milford Investment Funds Company/Trust or Entity Lump Sum Withdrawal Form

Company/Trust/Entity accounts (please submit by 3pm cut off)

PDF

Milford Investment Funds Individual/Joint Name Lump Sum Withdrawal Form

Joint or Individual accounts

PDF