Get Mercer Kiwisaver Withdrawal Form

This guide offers detailed instructions on how to effectively fill out the Mercer Kiwisaver Withdrawal Form online, ensuring a smooth and efficient application process. By following these steps, users can navigate each section of the form with confidence and clarity.

Follow the steps to complete your Mercer Kiwisaver Withdrawal Form.

1. Use the ‘Get Form’ button to obtain the Mercer Kiwisaver Withdrawal Form and open it in your document editor.
2. Begin by completing your personal details. Fill in your membership number, IRD number, title, first name(s), surname, date of birth, occupation, home address, postcode, telephone numbers, and email. Also, indicate the number of financial dependants and their respective ages.
3. Specify the withdrawal amount you are applying for. You can choose to withdraw the full amount of your available funds or make a partial withdrawal by entering the desired amount.
4. Enter your payment details. Make sure to provide a pre-printed bank encoded deposit slip or printed bank statement, as payment can only be credited to a New Zealand bank account in your name.
5. Outline your assets and liabilities. Record all private and business assets, detailing their market values, and list all outstanding debts and liabilities.
6. Complete your income details. This section requires you to list all sources of income, including any amounts received by your partner or spouse.
7. Document your monthly expenses, including both regular payments and annual payments that have been converted to a monthly equivalent.
8. Provide reasons for your application. This includes answering questions about redundancy, applying for government benefits, and explaining any alternative funding sources you have explored.
9. Verify your identity by providing certified copies of appropriate identification documents, ensuring that the originals are not submitted.
10. Complete the statutory declaration by signing and having it witnessed by an authorized individual. Ensure this section is filled out completely and accurately.
11. Review your application against the checklist provided at the end of the form, ensuring all sections are completed and supporting documents are attached.
12. Once all steps are complete, send the completed form and supporting documentation to Mercer (N.Z.) Limited at the specified address.

Complete your Mercer Kiwisaver Withdrawal Form online today to initiate your application.