Get Nz Asb Superannuation Master Trust Withdrawal Request Form 2022-2025

The NZ ASB Superannuation Master Trust Withdrawal Request Form is a crucial document for users wishing to withdraw their superannuation funds. This guide provides clear and supportive instructions for completing the form online to ensure a smooth withdrawal process.

Follow the steps to accurately complete your withdrawal request form.

1. Click ‘Get Form’ button to access the withdrawal request form and open it in your preferred editor.
2. Enter your personal details. Include your title, full name, contact numbers (home, work, mobile), email, date of birth, and your IRD number. Make sure to provide your home address, including the postal code, and your occupation.
3. Indicate the benefit type by selecting the appropriate option that applies to your situation. Options include ceasing employment, attaining NZ Superannuation age, partial retirement, total and permanent disablement, or others.
4. Select the amount you wish to withdraw, or choose to withdraw the total value of your benefit entitlement. Provide the bank account details where the funds should be transferred, including the bank name, account name, and account number. Attach a pre-printed bank deposit slip or bank statement.
5. If applicable, request to transfer your full benefit to another scheme by providing the relevant member number and scheme name. Attach supporting documents as needed.
6. Complete the employer declaration if required. The employer must confirm your eligibility for withdrawal and provide details about the last contributions and payment options.
7. Complete the privacy authorization section, understanding how your personal information will be used and disclosed.
8. Verify your identity and address. Indicate whether you are an ASB customer and provide the necessary identification and proof of address if required.
9. Sign the declaration confirming that the information provided is accurate and correct. Ensure to date your signature.
10. Review the completed form for accuracy. Save your changes, then download, print, or share the form as needed before submission.

Complete your NZ ASB Superannuation Master Trust Withdrawal Request Form online today for a seamless withdrawal experience.