• 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 2024 Fund Update
• 31 March 2023 Fund Update

Fund updates from previous years are available to view at https://disclose-register.companiesoffice.govt.nz/. Click ‘Search for an offer’. Then, enter the name “The New Zealand Anglican Church Pension Fund” in the Offer tab, then click on the “Investment Options” tab.

Annual Reports

• 2024 Annual Report
• 2023 Annual Report
• 2022 Annual Report

Financial Statements

• 2024 Financial Statements

Other documents

• Statement of Investment Policies and Objectives (SIPO)
• Other Material Information (OMI)
• 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 2024 Conservative Pool Fund Update
• 31 March 2023 Conservative Pool Fund Update
• 31 March 2024 Balanced Pool Fund Update
• 31 March 2023 Balanced Pool Fund Update

• Fund updates from previous years are available to view at https://disclose-register.companiesoffice.govt.nz/. Click ‘Search for an offer’. Then, enter the name “The Retire Fund” in the Offer tab, then click on the “Investment Options” tab.

Annual Reports

• 2024 Annual Report
• 2023 Annual Report
• 2022 Annual Report

Financial Statements

• 2024 Financial Statements

Guides

• Verifying your identity and residential address – contact us
• Calculating your PIR

Other documents

• Statement of Investment Policies and Objectives (SIPO)
• Trust Deed

• 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.

Please contact us for the current forms.

• 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 (contact us) – 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 (contact us)

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

• Verifying your identity and residential address (contact us) – 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
• Our Pricing Policy
• Our Pricing Policy: Forest and Forestry Land