Loading
Get Anz Kiwisaver Scheme Switch Request Form - Anz Co 2020-2025
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the ANZ KiwiSaver Scheme Switch Request Form - Anz Co online
The ANZ KiwiSaver Scheme Switch Request Form is a crucial document for individuals looking to manage their KiwiSaver investments effectively. This guide provides detailed, step-by-step instructions on how to complete the form online, ensuring a smooth and efficient process.
Follow the steps to complete your Switch Request Form online.
- Press the ‘Get Form’ button to access the ANZ KiwiSaver Scheme Switch Request Form and open it in your preferred editor.
- Begin by entering your investor details, including your investor number, fund name, date of birth, and personal information such as title, first name, surname, residential address, email address, and phone numbers. Ensure all fields are filled accurately.
- Specify how you wish to switch your portfolio. Indicate if you want to switch your current balance, future contributions, or both by filling out the relevant sections of the form.
- Complete the Lifetimes option section if you wish to opt into this program, which adjusts your investments as you reach certain age milestones. Ensure you understand how this will affect your funds before opting in.
- Submit your identification requirements. Provide certified copies of necessary identification documents as outlined in the form to verify your identity and residential address.
- Review the declaration section, confirming your understanding of the investment risks and your personal information rights.
- Once all sections are completed and reviewed, you can save changes, download, print, or share the completed form as needed.
Complete your ANZ KiwiSaver Scheme Switch Request Form online today to manage your investments effectively.
If you move overseas, your KiwiSaver account remains intact, but your contributions may change. You can choose to withdraw your funds or leave your account as is. If you decide to withdraw, complete the ANZ KiwiSaver Scheme Switch Request Form - Anz Co to facilitate the process.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.