Get Westpac Kiwisaver Scheme Serious Illness Application Form

Filling out the Westpac KiwiSaver Scheme Serious Illness Application Form online can seem daunting, but with clear guidance, you can navigate the process smoothly. This comprehensive guide will help you understand each section of the form and provide step-by-step instructions to make your application as straightforward as possible.

Follow the steps to complete your application form successfully.

1. Press the ‘Get Form’ button to access the application form and open it in the editor.
2. Begin with Section A, 'Your Details.' Here, fill in your Westpac KiwiSaver Scheme Member number, select your title (Mr, Mrs, Miss, Ms, or Other), and provide your phone numbers as well as the best time to reach you. Also, include your postal address, IRD number, email address, and your prescribed investor rate.
3. Proceed to Section B, 'Withdrawal Request.' This section requires you to indicate whether your withdrawal is due to serious illness as defined by KiwiSaver Act 2006. Make sure to review the definition of serious illness and prepare to complete the statutory declaration, along with having your doctor complete their section.
4. In Section C, 'Payment Details,' specify the amount you wish to withdraw, either by entering a dollar amount or selecting 'All available funds.' Provide your bank details, including your account name, bank, branch, and account number.
5. Next, fill out Section D, 'Medical Declaration.' You need to provide full details about your illness or injury that affects your ability to engage in work. Attach any relevant supporting documentation that validates your condition.
6. In Section E, read the 'Privacy Statement.' Acknowledge that by submitting this form, you are sharing personal information that will be protected according to the Privacy Act 1993.
7. Finally, complete Section F, 'Declaration.' Here, declare that the information you provided is true and correct, and sign where indicated. Ensure any required signatures from your witness are in place.
8. Before submitting, double-check that you have filled out all sections correctly, signed the statutory declaration, attached all necessary documents, and included the completed doctor's declaration. Save your changes, download a copy for your records, and if necessary, print or share the form.

Complete your Westpac KiwiSaver Scheme Serious Illness Application Form online today for a smooth filing experience.