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Documents & forms
Follow the links below to download the documents and forms for your membership. Digital copies of information relating to the Scheme, including the trust deed and latest financial statements, can also be accessed on the Disclose Register (go to ‘Search for a Scheme’, enter ‘MFL’ into the “Scheme Name” field and then go to the ‘Documents’ tab).
The Scheme is no longer open to new members.
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Annual reports
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Financial statements
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Fund updates
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Member documents and guides
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Member forms
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- Changing Your Details Form
- Death Claim – Request for Payment
- Significant Financial Hardship – Application Form
- Permanent Emigration – Withdrawal Form
- Permanent Incapacity – Application Form
- Prescribed Investor Rate (PIR) Form
- Retirement Withdrawal – Application Form
- Notification of Change of Tax Residency Status for New Zealand Tax Purposes Form
- Third Party Access to Member Information
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Monthly investment reports
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Policies and procedures
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Newsletters
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