Get the free Kiwibank Kiwisaver Scheme Deceased Estate Withdrawal form

FINANCE POLICY AND PROCEDURES FRAMEWORK Tuition Fees Refund and Withdrawal Policy and Procedure Lead Officer (Post): Director of Finance Team: Finance Category: Date approved by BOM: Finance Reviewer

How to fill out kiwibank kiwisaver scheme deceased

How to fill out kiwibank kiwisaver scheme deceased:

1. Gather necessary documents: Begin by collecting important documents such as the death certificate of the kiwisaver scheme member, their identification documents, and any other required paperwork. These documents will be needed to prove the death and initiate the process.
2. Contact kiwibank: Reach out to kiwibank's customer service or visit their website to find information on how to notify them about the member's death. They will guide you through the specific steps and requirements for filling out the deceased kiwisaver scheme.
3. Complete the necessary forms: In many cases, kiwibank will provide specific forms for reporting a deceased member. Fill out these forms accurately and provide any additional requested information. Make sure to include the required documents as mentioned in step 1.
4. Submit the forms and documents: Once the forms are completed, submit them to kiwibank. Follow their instructions regarding where and how to send the documents. It is advisable to keep copies of all the submitted paperwork for your records.
5. Wait for confirmation: After submitting the forms, kiwibank will review the information and documents provided. They may contact you for any additional information or clarification. Once the review process is complete, they will confirm the status of the deceased kiwisaver scheme.

Who needs kiwibank kiwisaver scheme deceased?

1. Individuals who were kiwisaver scheme members and have passed away need to have their kiwibank kiwisaver scheme filled out by their authorized representative or next of kin.
2. Family members or friends who are responsible for handling the deceased member's affairs, including the kiwisaver scheme, need to be aware of the process to ensure a smooth transition.
3. Executors or administrators of the deceased member's estate may also need to fill out the kiwibank kiwisaver scheme to resolve any financial matters related to the deceased person's assets.

It is important to note that the specific procedures and requirements for filling out the kiwibank kiwisaver scheme deceased may vary, so it is recommended to contact kiwibank directly for accurate and up-to-date information.

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