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Subsequent Retirement Withdrawal If you would like help in completing this form, please email kiwisaver@fisherfunds.co.nz or phone us on 0800 FF KIWI (0800 335 494). You can complete this form onscreen

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How to fill out subsequent retirement withdrawal form

01

Obtain the retirement withdrawal form from your retirement plan administrator.

02

Fill in your personal information such as name, address, social security number, and retirement account number.

03

Indicate the amount you wish to withdraw from your retirement account.

04

Choose how you want to receive the funds (e.g. by check, direct deposit).

05

Sign and date the form, acknowledging that you understand the withdrawal terms and consequences.

06

Submit the completed form to your retirement plan administrator for processing.

Who needs subsequent retirement withdrawal form?

01

Individuals who are retired or approaching retirement age and wish to make withdrawals from their retirement accounts.

02

People who have specific financial needs or goals that require access to their retirement funds.

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What is subsequent retirement withdrawal form?

Subsequent retirement withdrawal form is a form that allows individuals to withdraw funds from their retirement accounts after they have retired.

Who is required to file subsequent retirement withdrawal form?

Individuals who have retired and wish to withdraw funds from their retirement accounts are required to file subsequent retirement withdrawal form.

How to fill out subsequent retirement withdrawal form?

To fill out subsequent retirement withdrawal form, individuals need to provide their personal information, details of the retirement account, the amount they wish to withdraw, and any other required information.

What is the purpose of subsequent retirement withdrawal form?

The purpose of subsequent retirement withdrawal form is to document and authorize the withdrawal of funds from a retirement account.

What information must be reported on subsequent retirement withdrawal form?

Information such as personal details, retirement account details, withdrawal amount, and any other required information must be reported on subsequent retirement withdrawal form.

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