Get the free Transfer to KiwiSaver form - LGIAsuper
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Transfer to Kiwi Saver form
B07
Use this form and statutory declaration to transfer your Lisper benefit to your
Kiwi Saver account.
If you are a pension or defined benefit member you will need to
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How to fill out transfer to kiwisaver form
How to fill out transfer to kiwisaver form
01
To fill out the transfer to kiwisaver form, follow these steps:
02
Obtain the transfer to kiwisaver form from your current KiwiSaver provider.
03
Fill in your personal details, including your full name, address, date of birth, and contact information.
04
Provide details of your current KiwiSaver scheme, such as the name of the provider and your membership number.
05
Indicate the amount you wish to transfer to your new KiwiSaver scheme.
06
Provide information about your new KiwiSaver scheme, including the name of the provider and any membership details.
07
Sign and date the form.
08
Submit the completed form to your current KiwiSaver provider.
09
Keep a copy of the form for your records.
Who needs transfer to kiwisaver form?
01
Anyone who wants to transfer their existing funds from one KiwiSaver scheme to another needs to fill out the transfer to KiwiSaver form.
02
This form is necessary for individuals who have decided to switch their KiwiSaver provider or consolidate their KiwiSaver accounts.
03
By completing the transfer to KiwiSaver form, you can ensure a smooth transition of your funds to a new scheme or combine your funds from multiple schemes into one.
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What is transfer to kiwisaver form?
The transfer to kiwisaver form is a document used to transfer funds from an individual's existing retirement savings account to a KiwiSaver account.
Who is required to file transfer to kiwisaver form?
Individuals who want to transfer their retirement savings to a KiwiSaver account are required to file the transfer to KiwiSaver form.
How to fill out transfer to kiwisaver form?
To fill out the transfer to KiwiSaver form, individuals need to provide information about their existing retirement savings account, KiwiSaver account details, and sign the form.
What is the purpose of transfer to kiwisaver form?
The purpose of the transfer to KiwiSaver form is to facilitate the transfer of retirement savings from one account to another, specifically to a KiwiSaver account.
What information must be reported on transfer to kiwisaver form?
The transfer to KiwiSaver form typically requires information such as account numbers, account holders' details, and signature to authorize the transfer.
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