NZ Westpac KiwiSaver Scheme Withdrawal Form 2015 free printable template

Westpac Kiwi Saver Scheme Subsequent Retirement Withdrawal Form BT Funds Management (NZ) Limited is the scheme provider and Westpac New Zealand Limited is the distributor of the Westpac Kiwi Saver

How to fill out NZ Westpac KiwiSaver Scheme Withdrawal Form

How to fill out NZ Westpac KiwiSaver Scheme Withdrawal Form

1. Obtain the NZ Westpac KiwiSaver Scheme Withdrawal Form from the Westpac website or your nearest Westpac branch.
2. Fill in your personal details including your name, address, date of birth, and KiwiSaver member number.
3. Specify the type of withdrawal you are making (e.g., purchasing your first home, retirement, financial hardship).
4. Provide the required supporting documentation, such as proof of identity and eligibility for the specific withdrawal type.
5. Sign and date the form to certify that all information provided is true and correct.
6. Submit the completed form and supporting documents to your Westpac branch or through their postal address.

Who needs NZ Westpac KiwiSaver Scheme Withdrawal Form?

1. Individuals who are members of the Westpac KiwiSaver Scheme and wish to make a withdrawal for specific purposes such as buying a home, retirement, or due to financial hardship.

People Also Ask about

How do I withdraw money from my Westpac KiwiSaver?

If this is your first Westpac KiwiSaver Scheme withdrawal, you'll need to complete the Initial Withdrawal Form and provide: A certified copy of your identification (e.g. a New Zealand passport or current New Zealand photo drivers' licence).

How do I hardship withdrawal from KiwiSaver Westpac?

How to apply. If you're experiencing financial hardship, call us on 0508 972 254 to talk about how you could use your savings, or other ways we may be able to help.

Under what circumstances can I withdraw my KiwiSaver?

To withdraw savings you will need to provide evidence you are suffering significant financial hardship. If your application is accepted you can only withdraw your and your employer's contributions. Significant financial hardship includes when you: cannot meet minimum living expenses.

Can I withdraw my KiwiSaver for hardship?

In what hardship situations can you withdraw your KiwiSaver early? You are generally able to withdraw your KiwiSaver savings if you are experiencing financial hardship. This means you are not able to pay your essential living expenses or your mortgage, suffer from serious illness, or have to pay for medical treatment.

What are the 4 reasons you can withdraw money from KiwiSaver?

You may be eligible to withdraw KiwiSaver savings early in the case of bankruptcy, relationship property, student loans and your death.

Can I withdraw from Westpac KiwiSaver overseas?

Moving to any other country After you've been living overseas (not Australia) for 1 year, you can take most of the savings from your KiwiSaver account. You can withdraw: your contributions. your employer's contributions.

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What is NZ Westpac KiwiSaver Scheme Withdrawal Form?

The NZ Westpac KiwiSaver Scheme Withdrawal Form is a document that individuals must complete to withdraw their funds from the Westpac KiwiSaver scheme under specific conditions such as retirement, first-home purchase, or significant financial hardship.

Who is required to file NZ Westpac KiwiSaver Scheme Withdrawal Form?

Individuals who are members of the Westpac KiwiSaver scheme and wish to withdraw their funds for eligible reasons, such as buying a first home or in cases of serious financial hardship, are required to file this form.

How to fill out NZ Westpac KiwiSaver Scheme Withdrawal Form?

To fill out the NZ Westpac KiwiSaver Scheme Withdrawal Form, individuals need to provide their personal details, specify the reason for withdrawal, and attach any required supporting documentation as indicated in the form instructions.

What is the purpose of NZ Westpac KiwiSaver Scheme Withdrawal Form?

The purpose of the NZ Westpac KiwiSaver Scheme Withdrawal Form is to formally request the withdrawal of funds from the KiwiSaver account for approved purposes, ensuring compliance with the scheme's regulations.

What information must be reported on NZ Westpac KiwiSaver Scheme Withdrawal Form?

The information that must be reported on the NZ Westpac KiwiSaver Scheme Withdrawal Form includes the member's personal information, details of the KiwiSaver account, the reason for withdrawal, and any supporting documentation required for the specific type of withdrawal.