Get Hesta-income-stream-lump-sum-withdrawal-form Pdf, 290 Kb ...

Filling out the HESTA income stream lump-sum withdrawal form can seem daunting, but this guide will help you navigate the process with ease. Follow the step-by-step instructions to ensure that your application is completed accurately and efficiently.

Follow the steps to complete your application smoothly.

1. Click ‘Get Form’ to access the HESTA income stream lump-sum withdrawal form and open it in your preferred PDF reader.
2. Begin by entering your personal details in the designated fields. Ensure that you provide your name, date of birth, member number, and contact information using BLOCK letters.
3. In the 'Partial withdrawal amount' section, indicate the total amount you wish to withdraw. Remember, the minimum withdrawal is $1,000 unless you are withdrawing your entire balance.
4. Choose your withdrawal type by selecting one option from the investment options specified. Ensure that the box next to your choice is marked clearly.
5. If you want to transfer your withdrawal to a new fund, fill in the details of the fund in the section provided, including the fund name and address.
6. Complete the member declaration section by confirming the truthfulness of the information provided and your understanding of the relevant terms. Don't forget to sign and date the form.
7. Finally, review the completed form for any errors before saving your changes. You may then download, print, or share the form as needed.

Complete your HESTA income stream lump-sum withdrawal form online today!