Get the free Transfer to KiwiSaver form

Transfer to Kiwi Saver form B07 Use this form and statutory declaration to transfer your Brighter Super benefit to your Kiwi Saver account. If you are a pension or defined benefit member you will

How to fill out transfer to kiwisaver form

How to fill out transfer to kiwisaver form

1. To fill out the transfer to KiwiSaver form, follow these steps:
2. Begin by providing your personal details, such as your full name, date of birth, and contact information.
3. Indicate whether you are transferring from another KiwiSaver scheme or a complying superannuation fund.
4. Provide the details of the transferring scheme, including the name of the scheme, its IRD number, and your membership number with the scheme.
5. Specify the amount you wish to transfer to your KiwiSaver account.
6. If you have any additional instructions or requests, include them in the designated section.
7. Date and sign the form to complete the process.
8. Submit the form to your KiwiSaver provider or the financial institution managing your KiwiSaver account.
9. Keep a copy of the form for your records.

Who needs transfer to kiwisaver form?

1. Anyone who wants to transfer funds from another KiwiSaver scheme or a complying superannuation fund to their KiwiSaver account needs to fill out the transfer to KiwiSaver form. This form is essential for individuals who wish to consolidate their retirement savings or take advantage of the benefits offered by their KiwiSaver provider.

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What is transfer to kiwisaver form?

The transfer to KiwiSaver form is a document used to request the transfer of your existing superannuation savings into your KiwiSaver account.

Who is required to file transfer to kiwisaver form?

Individuals who wish to transfer their retirement savings from another superannuation scheme 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, you need to provide your personal details, the details of your existing superannuation provider, and your KiwiSaver account information.

What is the purpose of transfer to kiwisaver form?

The purpose of the transfer to KiwiSaver form is to facilitate the movement of retirement savings from other superannuation funds into your KiwiSaver account, allowing for potentially better investment options.

What information must be reported on transfer to kiwisaver form?

The form requires personal identification information, details of the current superannuation fund, the KiwiSaver account details, and any required signatures.