KS10

April 2020

KS10 0420

Opt-out request
KiwiSaver Act 2006

Use this form to opt out if you have been automatically enrolled, are a minor who was incorrectly enrolled, and you don’t want to
be a member of KiwiSaver. Or go to ird.govt.nz/kiwisaver to complete our online form. Read the notes on the back to help
you fill in this form.
Section A Personal details Use

1. Your IRD number If you don’t know your IRD number or you don’t have one, call us on 0800 549 472

2. Your name Mr Mrs Miss Ms Other

First names

Surname

3. Your postal
address Street number Street address or PO Box number

Suburb, box lobby or RD

Town or city Postcode

4. Your contact
numbers Day Mobile

5. Your email
address

If you give an email address you may receive KiwiSaver information by email

6. Bank account
details Bank Branch Account number Suffix

Name of account holder

Section B Employment details Use

8. Employer’s If you don’t have your employer’s IRD number ask them for it.
IRD number
9. Employer’s
business name

10. Employment
Give this form to your employer or send it to Inland Revenue.
start date Day Month Year

Section C Late opt-out Read the notes on the back of this form
11. If your request to opt out is more than eight weeks after you started employment, or you are a minor who was incorrectly
enrolled, give a reason for your late opt-out request.

RESET FORM
Use this form if: • under 16 years old will need the consent from a parent or
legal guardian to opt out
• if you are a new employee who wants to opt out of KiwiSaver
• complete the panel at the bottom of the form with reasons
• if you were incorrectly enrolled in KiwiSaver under 18 years
why you can opt out and attach consent from parent or legal
of age
guardian if you are under 16.
You can opt out on or after day 14 and on or before day 56 of
We will send confirmation as to whether your opt out has been
starting new employment.
approved or not.
You can’t opt out in the first 13 days.
We will also advise your employer. If approved your employer
Every time you start new employment, you’ll need to opt out will stop deductions.
again.
Either Inland Revenue or your employer will refund any
deductions that have been made.
Complete the form then, either:
• give this form to your employer so they can stop deductions Bank account details
immediately (for prompt return of your contributions, your
We need your bank account details so we can direct credit any
employer can direct refund any KiwiSaver deductions they
KiwiSaver funds we are holding for you to your bank account.
haven’t sent to us), or
If you don’t have these details, send the form to us anyway.
• send this form to Inland Revenue—see address below.
You’ll find more information in your Employee information
If you were under 18 and enrolled in KiwiSaver without the pack - KS3 or by going to ird.govt.nz/kiwisaver
consent of a parent or legal guardian, you may be able to opt out:
• with the consent of a legal guardian if you’re under 16 Privacy

• without the consent of a legal guardian if you’re between 16 Meeting your tax obligations means giving us accurate
and 18. information so we can assess your tax and entitlements under
the Acts we administer. We may charge penalties if you do not.
Send your completed form confirming the reason you’re opting
out (Section C), and your parent or legal guardian’s written We may also exchange information about you with:
consent (if required) to Inland Revenue at the address below. • some government agencies
• another country, if we have an information supply agreement
Late opt-out request with them, and
We may accept late opt-out applications if: • Statistics New Zealand (for statistical purposes only).

• your employer didn’t give you a KiwiSaver information pack You can ask for the personal information we hold about you.
within seven days of starting employment We’ll give the information to you and correct any errors, unless
we have a lawful reason not to. Find our full privacy policy at
• we didn’t send you an investment statement when we’ve ird.govt.nz/privacy
allocated you to a default scheme
• your employer didn’t give you an investment statement (for What an employer should do with this completed
their chosen KiwiSaver scheme) form
• events outside your control meant you couldn’t give us your Send this form to Inland Revenue no later than the next time
opt-out application within the eight-week time limit you’re required to send an Employment information - IR348
• you chose to opt in or were opted in to KiwiSaver but you did to Inland Revenue at the address below, or you can send the
not meet the criteria to (see Employee information pack - information electronically in your Payroll returns account in
KS3 for criteria) myIR. Go to ird.govt.nz/myIR to register.

• you were incorrectly enrolled under the age of 18. Send this completed form to:
Note: Give this form to your employer, or send it directly to Inland Revenue
Inland Revenue, if you are making a late opt-out application.Your PO Box 39090
request can only be considered if it’s received by Inland Revenue
Wellington Mail Centre
or your employer within three months from the day Inland
Revenue receives your first contribution. We will advise you if Lower Hutt 5045
your opt-out request has been accepted or declined. For more information about KiwiSaver go to
ird.govt.nz/kiwisaver or call us on 0800 549 472.
Minors incorrectly enrolled
• enrolled before your 18th birthday without the necessary
guardians/parents consent
• Have not reached your 19th birthday