Get the free NZ Portability/KiwiSaver Transfer form

How to transfer your JR Super superannuation balance to a Kiwi Saver scheme Who can transfer? You can apply to transfer your JR Super superannuation balance to a Kiwi Saver scheme once you have left

How to fill out nz portabilitykiwisaver transfer form

How to fill out the NZ Portability KiwiSaver Transfer Form:

1. Obtain the form: The NZ Portability KiwiSaver Transfer Form can be obtained from the official website of the Inland Revenue Department (IRD) or by contacting your KiwiSaver provider.
2. Personal Information: Start by filling out your personal information accurately. This includes your full name, address, IRD number, date of birth, and contact details. Ensure that all information provided is up to date and correct.
3. KiwiSaver Account details: Fill in the details of your current KiwiSaver account, including the name of your provider, account number, and any other relevant information required. Double-check the accuracy of this information.
4. Transfer details: Provide the details of the KiwiSaver scheme or provider you want to transfer your funds to. This includes their name, contact details, and any other required information. Ensure you have researched and chosen the best scheme for your needs.
5. Declaration: Read the declaration section carefully and ensure that you understand and agree to the terms and conditions mentioned. Sign and date the form to confirm your consent and understanding.

Who needs the NZ Portability KiwiSaver Transfer Form?

1. Individuals changing jobs: If you are changing employment and have an existing KiwiSaver account, you may need to complete the NZ Portability KiwiSaver Transfer Form to transfer your funds to a new provider or scheme.
2. Those wanting to consolidate their KiwiSaver accounts: If you have multiple KiwiSaver accounts and wish to combine them into one account for easier management, you may need to use the NZ Portability KiwiSaver Transfer Form.
3. Individuals who are unsatisfied with their current KiwiSaver provider: If you are not satisfied with the performance or services provided by your current KiwiSaver provider, you can consider transferring your funds to a better-suited provider using this form.

It is always recommended to seek professional advice or consult with your financial advisor before making any decisions regarding your KiwiSaver account.

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