Get How To Transfer Your Super To A Kiwisaver Account - Cbus

Transferring your superannuation savings to a KiwiSaver account in New Zealand is a straightforward process. This guide will provide you with clear, step-by-step instructions to successfully complete the necessary form and transfer your funds.

Follow the steps to transfer your superannuation savings smoothly.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Check your eligibility for the transfer by confirming that you have opened a KiwiSaver account, you have permanently emigrated to New Zealand, and you are transferring the entire balance of your superannuation.
3. Gather and provide proof of identity documentation. This includes a certified copy of your driver’s license or passport along with additional proof of residency in New Zealand, which could be utility bills or bank statements showing your current address.
4. Have your identity documents certified by an authorized person, such as an Australian Consular Officer, police officer, or court registrar. Ensure the certification includes the statement, the certifier's details, and is clear and legible.
5. Complete the statutory declaration stating you have permanently emigrated to New Zealand. This declaration must be witnessed by an authorized individual listed under relevant legislation.
6. Fill out the Request to Transfer Whole Balance of Superannuation Benefits to KiwiSaver Scheme form, ensuring all mandatory fields marked with an asterisk are completed.
7. Attach the required proof of identity and residency documentation as specified, ensuring everything is in order.
8. Send your completed form and all attached documentation to Cbus at Locked Bag 999, Carlton South VIC 3053.

Begin your process today and complete your transfer online.