Documents and Forms
Understanding your account statement
A guide to your new account statement
Understanding your tax certificate
A guide and explanation of the terms used in your tax certificate
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.
Retirement Withdrawal Form
Request a regular or lump sum withdrawal from your investment.
PIR Update Form
Update your prescribed investor rate.