• Retirement benefit election – to inform us what you would like to happen with your pension.
• DBS 65+ withdrawal – for members of the Defined Benefit Scheme to make a withdrawal from age 65.
• CFS 65+ withdrawal – for members of the locked-in Complying Fund Section to make a withdrawal from age 65.
• CSF subsequent withdrawals – for members of the locked-in Complying Fund Section to withdraw funds after your first withdrawal after age 65.
• First Home withdrawal – to access your funds in the locked-in Complying Fund Section to purchase your first home.
• Serious Illness withdrawal – to access your funds in the locked-in Complying Fund Section in cases of serious illness.
• Permanent emigration – to make an application for a withdrawal payment if you are permanently emigrating from New Zealand.
• Death of member – for an executor of a member’s estate to access funds the scheme holds in the deceased member’s name.
• Commutation application – to apply to give up some of your pension to have a larger lump sum to use for housing purposes.

Diocese of Polynesia forms

• Retirement benefit election – to inform us what you would like to happen with your pension.
• Commutation application – to apply to give up some of your pension to have a larger lump sum to use for housing purposes.

Fund Updates 

• 31 March 2019 Fund Update
• 31 March 2018 Fund Update

Annual Reports 

• 2019 Annual Report
• 2018 Annual Report

Other documents

• Statement of Investment Policies and Objectives
• Other Material Information
• Trust Deed
• Lump Sum and Pension rates

• Benefit payment – Leaving employer – to access your funds when you leave your employer before age 65.
• Benefit payment – Turning 65 – to access your funds when you reach age 65.
• Subsequent withdrawals – For any additional drawdowns of funds after your first one after you reach age 65.
• Change in investment choice – to change the investment pool(s) you are invested in.
• Foreign tax residency – to inform us if you are a current tax resident in another country (you must inform us of this).

Fund Updates 

• 31 March 2019 Balanced Pool Fund Update
• 31 March 2018 Balanced Pool Fund Update

• 31 March 2019 Conservative Pool Fund Update
• 31 March 2018 Conservative Pool Fund Update

Annual Reports 

• 2019 Annual Report
• 2018 Annual Report

Guides

• Verifying your identity and residential address
• Calculating your PIR

Other documents

• Statement of Investment Policies and Objectives
• Trust Deed

• Making a claim – to make a Health Fund claim.

Grants Schedule – This document sets out the categories of claims the Health Fund accepts and the maximum grant limits available.

• Application for Financial Assistance -to make a claim if you are having financial difficulties.

Diocese of Polynesia only

• Application for Financial Assistance – to make a claim if you are having financial difficulties.

New mortgages

• Mortgage finance– to apply for a new mortgage. Use this form when you already have a property selected or you are refinancing an existing mortgage. This form can also be used for the purchase of land with the intention to build.
• Pre-approval – to apply for pre-approval when you have not selected a property. Also this form can be used for the purchase of land with the intention to build if you have not yet found the land.

Existing AFC mortgages

• Further advance – to apply for additional funds.
• Alteration of mortgage – to change the terms of your mortgage – break an interest rate, change the length of your mortgage term, change the type of mortgage, request a payment holiday, reduce your repayment amount.

Payment forms

• Direct debit authority – to allow us to debit your bank account for your mortgage payments.
• Pension debit authority – to allow us to use all or some of your AFC pension to pay your mortgage payments.

• Mortgage application guide – to help you complete the mortgage application process.
• Pre-approval guide – to help you complete the pre-approval application process.
• Verifying your identity and residential address – to draw down or pay off large sums of money you must complete this requirement.
• Family Trusts – Verifying Trustee information – If you are applying in the name of a family trust you must complete additional requirements.

• Direct debit authority – to allow us to debit your bank account for your contributions or payments.

• Verifying your identity and residential address – to meet the requirements of the anti-money laundering legislation.
• Calculating your PIR – a flowchart to help you calculate your investment tax rate.
• Our Ethical Investment Policy
• Our Privacy Policy
• KiwiSaver Glossary – a description of terms used by KiwiSaver and retirement saving schemes.
• Christmas message 2019