Get Form 7 - Withdrawal Form - Anz - Anz Co

Filling out the Form 7 - Withdrawal Form - ANZ - Anz Co online can seem daunting, but with clear and structured guidance, you can complete it with confidence. This guide will walk you through each section of the form to ensure all necessary information is provided accurately.

Follow the steps to complete your withdrawal form

1. Press the ‘Get Form’ button to obtain the withdrawal form and open it in your preferred editor.
2. In Section 1, indicate which investment the withdrawal request pertains to by ticking the relevant box next to ‘ANZ Investment Funds’ or ‘OneAnswer Investment Funds – Multi-Asset Class’.
3. Proceed to Section 2 to provide your investor information, including your first names, surname, ANZ customer number, contact phone, email, and country of birth.
4. In Section 3, fill out the tax information, including the name of the taxpayer, IRD number, and the prescribed investor rate by selecting one of the rates provided.
5. Move to Section 4 to select your withdrawal option. Tick the box for either a full withdrawal, a partial withdrawal specifying the amount, or a regular withdrawal indicating the amount and frequency.
6. If choosing a partial or regular withdrawal, specify the amounts to be deducted from the relevant funds in the provided spaces under Section 4.
7. In Section 5, enter the payment information. Ensure that the name of the bank account holder, bank, branch, account number, and suffix are accurately filled out.
8. Skip to Section 6 for identity verification if you are requesting a full withdrawal. Check if you need to submit proof of identity and prepare the necessary documents.
9. Finally, Section 7 requires your signature. All investors must sign, and ensure the date is included. If it is a joint investment, all parties must sign.
10. Once you have filled out all sections of the form, review it for any errors, then save your changes, download it, print it, or share the completed form as required.

Begin your withdrawal process today by completing the Form 7 online.