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Get the free ASB KiwiSaver Scheme Investment Statement and Enrolment Form

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Este documento proporciona información sobre el ASB KiwiSaver Scheme, incluyendo detalles sobre la inversión, contribuciones, fondos disponibles, riesgos y cómo unirse al esquema.
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How to fill out asb kiwisaver scheme investment

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How to fill out ASB KiwiSaver Scheme Investment Statement and Enrolment Form

01
Gather necessary personal information such as your name, date of birth, and IRD number.
02
Choose your investment type by selecting from the available options in the form (e.g., conservative, balanced, growth).
03
Provide details about your employment, including your employer's name and your job title.
04
Enter your contact information, including your address, email, and phone number.
05
Review the terms and conditions carefully, ensuring you understand the key features and risks associated with the KiwiSaver Scheme.
06
Sign and date the form to confirm that the information provided is correct and that you agree to the terms.
07
Submit the completed form to ASB via the methods specified (online, mail, or in-person).

Who needs ASB KiwiSaver Scheme Investment Statement and Enrolment Form?

01
Individuals looking to save for retirement in New Zealand.
02
People who are eligible to join a KiwiSaver Scheme.
03
Employees who want to maximize their employer contributions to their retirement savings.
04
New Zealand residents who wish to benefit from government contributions and incentives.
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People Also Ask about

You can do it online by sending a completed Opt-out request form (KS10) to Inland Revenue, including your reason for opting out late. It can take up to 3 months to send your refund to you, as we may have to get your contributions back from your KiwiSaver provider.
Withdrawal can only be done over the counter at any Bank Islam branch, fully operational ASNB offices or at any ASNB agents. You may contact Bank Islam Contact Center at 03 26 900 900, or ASNB at 03 7730 8899 to learn more on the available services.
Step 1: Call our team on 0800 ASB RETIRE (0800 272 738). We'll help you get your application started. Step 2: Get all your supporting documents together (double check that you have all the documents you need as this will help your application stay on track).
Switching between any ASB KiwiSaver fund is free. There are no joining fees or exit fees if you take your money to another fund.
If you're seriously ill, are injured or become disabled and can no longer work, you can apply to withdraw all of your KiwiSaver savings. You'll need to supply medical evidence to support your application. Please call us on 0800 ASB RETIRE (0800 272 738) to talk to us about your circumstances and the withdrawal process.
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. If your application is accepted you can only withdraw your and your employer's contributions.
To check eligibility and request a first home withdrawal eligibility letter In the ANZ goMoney app – select your KiwiSaver account, then First home eligibility below Account details. In Internet Banking – select your KiwiSaver account, then First home withdrawal eligibility letter from Useful links.
If you have been living overseas (not Australia) for 1 year, you can take out most of the savings from your KiwiSaver account. Getting my KiwiSaver savings for significant financial hardship If you suffer significant financial hardship you may be able to withdraw some, or all, of your and your employer's contributions.

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The ASB KiwiSaver Scheme Investment Statement and Enrolment Form is a document used by individuals to enroll in the ASB KiwiSaver Scheme, providing essential information about the investment options available and the terms and conditions of the scheme.
Individuals who wish to join the ASB KiwiSaver Scheme are required to fill out and file the Investment Statement and Enrolment Form.
To fill out the ASB KiwiSaver Scheme Investment Statement and Enrolment Form, individuals need to provide personal details, select their preferred investment options, and consent to the terms outlined in the document.
The purpose of the ASB KiwiSaver Scheme Investment Statement and Enrolment Form is to facilitate enrollment in the KiwiSaver Scheme and to ensure that participants understand their investment options and the implications of their choices.
The ASB KiwiSaver Scheme Investment Statement and Enrolment Form must report personal identification details, contact information, tax residency, preferred investment strategy, and acknowledgment of the scheme's terms and conditions.
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