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Forms

There are a few occasions when you will need to send us some paperwork, for example when you are changing your RWT/PIR, request a KiwiSaver First Home withdrawals etc.

Please find below the range of forms we provide.

InvestNow KiwiSaver Scheme – First Home Withdrawal

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InvestNow KiwiSaver Scheme – Solicitor or Conveyancer’s letter – Deposit

Please use this form for funds from your InvestNow KiwiSaver Scheme portfolio to be used for a property deposit.

Download PDF

InvestNow KiwiSaver Scheme – Solicitor or Conveyancer’s letter – Settlement

Please use this form for funds from your InvestNow KiwiSaver Scheme portfolio to be used for a property settlement.

Download PDF

InvestNow KiwiSaver Scheme – Serious Illness Withdrawal

Download PDF

Download and complete the relevant form and then send it to us at contact@investnow.co.nz. If you have any questions or require any assistance please call us on 0800 499 466.

Off-market transfer request

Transferring units held to your InvestNow portfolio.

If you currently hold units in any fund or ETF available on InvestNow and wish to transfer these holdings to InvestNow’s custody, please complete the request form below.

We will then prepare an off-market transfer form and email it to you (using the email address already linked to your InvestNow account) for you to sign and return to us.

Note that we can only accept transfers of funds that we offer.

This field is for validation purposes and should be left unchanged.
Please add any other notes or requirements here, for example if the units are held with another custodian.