Documents and Forms

Understanding your tax certificate
A guide and explanation of the terms used in your tax certificate

Identity Guide
From time to time, ANZ Investments may require you to provide certified copies of the following documents:
•  Valid proof of identity
•  Proof of residential address (issued within the last three months).

Additional Lump Sum Contribution Form
Make additional lump sum contributions to your investment.

Direct Debit Form
Start a new direct debit or amend an existing direct debit.

Switch Request Form
Change your investment fund choice.

PIR Update Form
Update your prescribed investor rate.

If you’re a member of the SIL Employer Scheme through the ING Superannuation Plan, click here for documents and forms that apply to your scheme.