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 - Withdrawal Form - First or Second-Chance Home

PDF

KiwiSaver Plan Inter Fund Switch

PDF

Fund Switch Request

Joint/Individual/Company/Trust/Entity accounts

PDF

Inter Account Transfer Request

Joint/Individual/Company/Trust/Entity accounts

PDF

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