Forms & Documents
forms
Milford KiwiSaver Plan Product Disclosure Statement
(includes application form)
Milford Investment Funds Product Disclosure Statement
(includes application form)
Milford Investment Funds Investing on Behalf of a Minor
Milford KiwiSaver Plan Investing on Behalf of a Minor
Milford KiwiSaver Plan - Direct Debit Form
Milford Investment Funds - Direct Debit Form
Milford KiwiSaver Plan First or Second-Chance Home Withdrawal Form
Milford KiwiSaver Plan Inter-Fund Switch
Milford Investment Funds Fund Switch Request Form
Joint/Individual/Company/Trust/Entity accounts
Milford KiwiSaver Plan KiwiSaver Retirement Withdrawal Form
Milford Investment Funds Inter-Account Transfer Request Form
Milford Investment Funds Company/Trust or Entity Lump Sum Withdrawal Form
Company/Trust/Entity accounts (please submit by 3pm cut off)
Milford Investment Funds Individual/Joint Name Lump Sum Withdrawal Form
Joint or Individual accounts
Milford Investment Funds - Distribution Instruction Form
(Joint/Individual/Company/Trust/Entity accounts)