If you have savings in another New Zealand superannuation or
workplace savings scheme such as the Teachers’ Retirement Savings Scheme, you
may be able to transfer them to your existing Simplicity KiwiSaver account.
How to make a transfer?
Request
a compliance letter from us
This letter will include the details
your current provider needs to arrange the transfer, including a reference for
your existing Simplicity KiwiSaver account.
Contact
your current provider
Ask your current superannuation or savings scheme provider
for its transfer form. Complete and return the form directly to your provider,
together with the Simplicity compliance letter and any other documents they
require.
Wait
for the transfer to be completed
Transfers generally take 10–15 working days, although
the timeframe will depend on your current provider and whether they need any
further information from you.
We’ll
confirm when your money arrives
Once we receive and process the transferred funds, we’ll
email you to confirm they have been added to your existing Simplicity KiwiSaver
account.
Before starting, we recommend checking with your current
provider that your scheme allows transfers to KiwiSaver and whether any fees,
conditions, or restrictions apply.