What should I do if I have not received my distribution funds?
Your distribution funds have been transferred to the New Zealand Treasury as Unclaimed Monies. You should contact the New Zealand Treasury and following the process for Unclaimed Money at https://www.treasury.govt.nz/information-and-services/other-services/unclaimed-money.
What should I do if I have not provided my Member Nomination Form and certified documents?
Your distribution funds have been transferred to the New Zealand Treasury. You should contact the New Zealand Treasury and following the process for Unclaimed Money at https://www.treasury.govt.nz/information-and-services/other-services/unclaimed-money.
How can I get a copy of my latest account summary?
You can no longer get an account summary. A final annual member statement was sent to you on 25 May 2023. If you did not receive the annual member statement by email please contact us and we will provide you with a copy of the statement.
What were my options under the wind-up?
You had two options:
- receive distribution(s) to a bank account nominated by you, and is in your name, or
- transfer the distribution funds to another QROPS or UK pension scheme.
Refer to the attached Wind up Letter for further information.
These options are no longer available and you should contact the New Zealand Treasury and following the process for Unclaimed Money at https://www.treasury.govt.nz/information-and-services/other-services/unclaimed-money.
What steps do I need to follow to have distribution paid to my nominated bank account?
You should contact the New Zealand Treasury and following the process for Unclaimed Money at https://www.treasury.govt.nz/information-and-services/other-services/unclaimed-money.
Can I transfer my funds to a different superannuation scheme?
This options is no longer available and you should contact the New Zealand Treasury and following the process for Unclaimed Money at https://www.treasury.govt.nz/information-and-services/other-services/unclaimed-money..
I have changed my address. What should I do?
If you did not receive your distribution funds you should contact the New Zealand Treasury and following the process for Unclaimed Money at https://www.treasury.govt.nz/information-and-services/other-services/unclaimed-money.
When can I receive my funds?
If you did not receive your distribution funds you should contact the New Zealand Treasury and following the process for Unclaimed Money at https://www.treasury.govt.nz/information-and-services/other-services/unclaimed-money.
Why do I need to provide certified documents to get my distributions paid?
To ensure compliance with New Zealand Anti-Money Laundering and Countering the Financing of Terrorism regulations, the New Zealand Treasury will need to obtain from each member a certified copy of proof of identity – current passport, certified proof of address, less than 3 month old, and certified current bank statement in your name. The New Zealand Treasury will tell you their requirements when you contact them.
Can you use my original certified paperwork?
No, your original identification paperwork cannot be used. To ensure compliance with New Zealand Anti-Money Laundering and Countering the Financing of Terrorism regulations, the certified documents for proof of address and proof of bank account must be less than 3 months old, and the certified proof of identity must be current.
Can I email my certified paperwork instead of posting or couriering it?
No, to ensure compliance with New Zealand Anti-Money Laundering and Countering the Financing of Terrorism regulations, we need to receive original certified paperwork so the documents need to be posted or couriered.
Why did the Scheme close?
We had been considering the future of the Evergreen Retirement Trust (ERT) for some time. Despite our best efforts, ERT was not been as successful as we had originally hoped. The main reasons for this was the inability to attract new members into the Evergreen Retirement Trust and the increased compliance costs arising from the transition to the Financial Markets Conduct Act regulatory framework that applied to it. Although we explored a number of avenues to resolve these issues, we ultimately determined that it would be in members’ best interests for the Evergreen Retirement Trust to be wound up and the scheme brought to a close.
Do I need to get tax advice?
Whatever your circumstances we would strongly encourage you to obtain professional tax advice from an independent and qualified tax adviser before making any decision.
The member has died and I am the relative of the deceased
In an event of the member’s death, the New Zealand Treasury would need additional paperwork in order to make the wind-up distribution payment to the beneficiaries or to the estate of the deceased member. You should contact the New Zealand Treasury Unclaimed Monies.
I want to transfer to another scheme. What paperwork is required for this
This option no longer exists the Scheme has been wound-up.