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Forsyth Barr Kiwi Saver Scheme Withdrawal Form Complete this form and return it to: Forsyth Barr Investment Management Limited, Private Bag 1999, Dunedin. Personal Details: Name: Account Number: Balanced

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How to fill out forsyth barr kiwisaver scheme

How to fill out Forsyth Barr KiwiSaver scheme?

Start by gathering the necessary documents:

01

Personal identification (e.g., passport or driver's license)

02

IRD (Inland Revenue Department) number

03

Bank account details

3.1

Visit the Forsyth Barr website or contact their customer service team to obtain the necessary KiwiSaver application form.

3.2

Fill out personal details: Provide your full name, date of birth, address, and contact information.

3.3

Provide your IRD number: This is crucial for tax purposes and helps ensure your KiwiSaver contributions are accurately processed.

3.4

Choose your investment fund: Forsyth Barr offers a range of investment options based on your risk tolerance and investment goals. Consider seeking professional financial advice if you're unsure about the best fund for your situation.

3.5

Nominate your preferred contribution rate: Decide how much of your income you want to contribute to your KiwiSaver account. You can choose a rate between 3% and 10%. Remember to consider factors like your financial goals, current budget, and any employer contributions.

3.6

If you are employed, provide your employer's details: This helps ensure your KiwiSaver contributions are deducted from your salary and paid to your account. If you're self-employed or not currently employed, you can still make voluntary contributions.

3.7

Review and sign the form: Look over the filled-out form to ensure all information is accurate and complete. If there are any required supporting documents, include them along with the application.

3.8

Submit the application: Email or mail the completed form and any supporting documents to the address provided by Forsyth Barr. Keep a copy of the form and any relevant documents for your records.

Who needs Forsyth Barr KiwiSaver scheme?

01

Individuals seeking a long-term investment option: The Forsyth Barr KiwiSaver scheme provides an investment opportunity for individuals looking to save for their retirement or achieve other long-term financial goals.

02

People who want to benefit from employer contributions: Many employers in New Zealand make contributions to their employees' KiwiSaver accounts, which can help boost savings over time.

03

Individuals looking to take advantage of government contributions: The New Zealand government offers a member tax credit of up to $521.43 per year for KiwiSaver members who contribute at least $1,042.86 annually.

04

Those who want professional investment management: Forsyth Barr has investment professionals who manage and monitor their KiwiSaver funds, offering expertise in selecting and managing investments.

05

Individuals considering their long-term financial security: KiwiSaver is designed to help New Zealand residents save for their retirement, providing an opportunity to build a nest egg over time. Forsyth Barr's KiwiSaver scheme can be a suitable option for individuals prioritizing their long-term financial security.

Remember, it's always important to consider seeking financial advice tailored to your specific circumstances to make informed decisions about your investments and retirement savings.

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What is forsyth barr kiwisaver scheme?

The Forsyth Barr KiwiSaver Scheme is a retirement savings scheme in New Zealand.

Who is required to file forsyth barr kiwisaver scheme?

All employed individuals in New Zealand are eligible to join the Forsyth Barr KiwiSaver Scheme.

How to fill out forsyth barr kiwisaver scheme?

You can fill out the Forsyth Barr KiwiSaver Scheme application form online or through a financial advisor.

What is the purpose of forsyth barr kiwisaver scheme?

The purpose of the Forsyth Barr KiwiSaver Scheme is to help individuals save for their retirement.

What information must be reported on forsyth barr kiwisaver scheme?

Personal information, employment details, and contribution amounts must be reported on the Forsyth Barr KiwiSaver Scheme.

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