Get the free NZ Portability/KiwiSaver Transfer form - The Portfolio Service

How to transfer your The Portfolio Service (TPS) superannuation balance to a Kiwi Saver scheme Who can transfer? The Portfolio Service You can apply to transfer your TPS superannuation balance to

How to fill out nz portabilitykiwisaver transfer form

How to fill out the nz portabilitykiwisaver transfer form:

1. Start by obtaining the nz portabilitykiwisaver transfer form from the relevant authority or organization, such as your current kiwisaver provider or the Inland Revenue Department of New Zealand.
2. Ensure that you have all the necessary information and documents required to complete the form. This may include your personal details, kiwisaver account details, and any supporting documents requested.
3. Fill in your personal details accurately, including your full name, address, contact information, and social security number or IRD number.
4. Provide information about your current kiwisaver account, such as the name of the kiwisaver provider, account number, and any other relevant details.
5. Indicate your decision regarding the transfer of your kiwisaver funds. Decide whether you want a full transfer or a partial transfer, and provide necessary details accordingly.
6. If you are opting for a partial transfer, specify the amount or percentage you wish to transfer and provide details of the receiving kiwisaver provider where the funds should be transferred.
7. Carefully review the form to ensure all the information provided is accurate and complete.
8. Sign and date the form as required, and attach any supporting documents if requested.
9. Submit the completed nz portabilitykiwisaver transfer form to your current kiwisaver provider or the relevant authority indicated on the form.

Who needs nz portabilitykiwisaver transfer form?

1. Individuals who are currently enrolled in a kiwisaver account in New Zealand and wish to transfer their funds to another kiwisaver provider.
2. Individuals who have changed jobs or are moving to a different region within New Zealand and want to transfer their kiwisaver funds to a new provider.
3. Individuals who are considering consolidating multiple kiwisaver accounts into a single account. The nz portabilitykiwisaver transfer form allows for the transfer of funds between different kiwisaver providers, facilitating this consolidation process.

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What is nz portabilitykiwisaver transfer form?

The nz portabilitykiwisaver transfer form is a form used to transfer KiwiSaver funds from one scheme provider to another when moving to or from New Zealand.

Who is required to file nz portabilitykiwisaver transfer form?

Anyone who is changing KiwiSaver providers or moving to or from New Zealand is required to file the nz portabilitykiwisaver transfer form.

How to fill out nz portabilitykiwisaver transfer form?

To fill out the nz portabilitykiwisaver transfer form, you need to provide personal details, details of your existing and new KiwiSaver providers, and sign the form.

What is the purpose of nz portabilitykiwisaver transfer form?

The purpose of the nz portabilitykiwisaver transfer form is to facilitate the transfer of KiwiSaver funds between providers when individuals are changing schemes or moving to or from New Zealand.

What information must be reported on nz portabilitykiwisaver transfer form?

The nz portabilitykiwisaver transfer form requires personal details, details of existing and new KiwiSaver providers, as well as the amount to be transferred.