Get the free Deceased Member Withdrawal Form - KiwiSaver

Deceased Member Withdrawal Form Please post this form to: Fisher Funds Management Limited, Private Bag 93502, Jayapura, Auckland 0740. If you would like help in completing this form, please email

How to fill out deceased member withdrawal form

How to fill out deceased member withdrawal form:

1. Obtain the necessary documents: Start by gathering all the required documents, such as the death certificate of the member, proof of relationship (if applicable), and any other relevant paperwork.
2. Review the form's instructions: Carefully read through the instructions provided with the deceased member withdrawal form. Make sure you understand what information needs to be filled out and any specific requirements.
3. Provide personal information: Begin by filling out your own personal information accurately. This may include your name, contact details, and relationship to the deceased member (if applicable).
4. Provide member's information: Fill in the necessary details about the deceased member, such as their full name, social security number, and any other requested information. Make sure to double-check the accuracy of the information provided.
5. State the reason for the withdrawal: Indicate the reason for requesting the withdrawal, such as the death of the member. Provide a brief explanation if required and ensure that it aligns with the criteria outlined in the form's instructions.
6. Attach supporting documents: If there are any required supporting documents, such as the death certificate, make sure to include them along with the completed form. Keep copies of all documents for your records.
7. Review and sign the form: Before submitting the form, carefully review all the information you have provided. Ensure that everything is accurate and complete. Once verified, sign and date the form as required.

Who needs deceased member withdrawal form?

1. Beneficiaries or next of kin: Those who are entitled to receive the benefits or assets of a deceased member may need to fill out a deceased member withdrawal form. This can include spouses, children, or any other specified beneficiaries.
2. Executors or administrators of the estate: If there is an appointed executor or administrator responsible for managing the affairs of the deceased member's estate, they may be required to complete the withdrawal form.
3. Financial institutions or pension plans: Institutions handling the deceased member's accounts or pension plans may require the completion of a deceased member withdrawal form to process the transfer of assets or benefits.

It is important to note that the specific requirements for who needs to fill out the deceased member withdrawal form may vary depending on the applicable laws, regulations, and organizational policies. Therefore, it is advisable to consult the relevant institution or legal professional for accurate guidance.

For pdfFiller’s FAQs

What is deceased member withdrawal form?

The deceased member withdrawal form is a document that allows the beneficiaries of a deceased member to withdraw the funds from the member's account.

Who is required to file deceased member withdrawal form?

The beneficiaries or legal heirs of the deceased member are required to file the deceased member withdrawal form.

How to fill out deceased member withdrawal form?

The deceased member withdrawal form must be filled out with the basic information of the deceased member, details of beneficiaries, and any supporting documents required.

What is the purpose of deceased member withdrawal form?

The purpose of the deceased member withdrawal form is to facilitate the withdrawal of funds from a deceased member's account by the beneficiaries or legal heirs.

What information must be reported on deceased member withdrawal form?

The deceased member withdrawal form must include details such as the name of the deceased member, beneficiary information, account details, and any other relevant information.

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