Recurring Deposit Form Template for New Zealand

1. Joint Account Holder Details: Additional section for joint account holders, required when the recurring deposit is held by multiple parties

2. Nominee Details: Section for nomination of beneficiary in case of death of the deposit holder

3. Tax Rate Election: Optional section for customers to select their applicable tax rate, relevant for tax reporting purposes

4. Foreign Tax Residency: Required for customers who are tax residents in other countries, addressing FATCA/CRS requirements

5. Special Instructions: Any specific instructions or arrangements outside standard terms

6. Power of Attorney: Required when the account is operated by a person holding power of attorney

1. Schedule 1: Fee Schedule: Detailed breakdown of all applicable fees and charges

2. Schedule 2: Interest Rate Table: Table showing applicable interest rates for different deposit amounts and terms

3. Schedule 3: Direct Debit Authority: Form authorizing automatic payments from linked account

4. Appendix A: Identification Requirements: List of acceptable identification documents and verification requirements

5. Appendix B: Privacy Statement: Detailed privacy policy and information handling practices

6. Appendix C: Terms and Conditions: Full terms and conditions of the recurring deposit product