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This form is used to apply for the first retirement withdrawal from the Westpac KiwiSaver Scheme, detailing requirements and options for withdrawing funds.
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How to fill out westpac kiwisaver scheme initial retirement withdrawal form

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How to fill out westpac kiwisaver scheme initial retirement withdrawal form

01
Obtain the Westpac KiwiSaver Scheme Initial Retirement Withdrawal Form from the Westpac website or a local branch.
02
Fill in your personal details including your full name, address, and KiwiSaver account number.
03
Indicate your eligibility by providing your date of birth and confirming you are at least 65 years old.
04
Complete the payment details section to specify how you want to receive your withdrawal (e.g., bank account details).
05
Sign the declaration to confirm that all information provided is accurate.
06
Submit the completed form to Westpac, either online or in person at a branch.

Who needs westpac kiwisaver scheme initial retirement withdrawal form?

01
Individuals who are 65 years or older and wish to withdraw funds from their KiwiSaver account for retirement purposes.
02
Members of the Westpac KiwiSaver Scheme looking to access their savings upon reaching retirement age.
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People Also Ask about

KiwiSaver is a savings program that helps individuals save for retirement or to buy their first home. It has some rules and regulations about withdrawing money. Usually, you can't use KiwiSaver money to pay off credit card debt.
Contact your scheme provider for the correct form to complete to make a hardship withdrawal. You only need to apply to us if you're within the first 2 months of your KiwiSaver membership. To withdraw savings you will need to provide evidence you are suffering significant financial hardship.
To apply, download and complete our permanent emigration withdrawal form. You'll need to show evidence that you've permanently left New Zealand and are living overseas, and complete a statutory declaration – see the form for more details.
How to withdraw your funds Fill in the BNZ KiwiSaver Scheme retirement withdrawal application form PDF 132KB. Take the form to a Justice of the Peace, solicitor of the High Court of New Zealand, notary public, or another person authorised to complete the statutory declaration section of the form.

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The Westpac KiwiSaver Scheme Initial Retirement Withdrawal Form is a document that individuals must complete to withdraw funds from their KiwiSaver account upon reaching retirement age.
Individuals who have reached the eligibility age for retirement and wish to access their KiwiSaver savings are required to file the form.
To fill out the form, individuals need to provide personal information such as their name, address, and KiwiSaver account details, as well as specify the amount they wish to withdraw.
The purpose of the form is to formally request the withdrawal of funds from a KiwiSaver account to support the individual's financial needs during retirement.
The form requires reporting personal identification details, KiwiSaver membership number, details about retirement eligibility, and the amount requested for withdrawal.
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