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Get Kiwibank Deceased Estates
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How to fill out the Kiwibank Deceased Estates online
This guide provides a clear and supportive approach to completing the Kiwibank Deceased Estates form for users acting on behalf of a deceased Kiwibank KiwiSaver Scheme member. Follow these instructions to ensure a smooth and effective submission process.
Follow the steps to successfully complete the Kiwibank Deceased Estates form.
- Click the ‘Get Form’ button to access the Kiwibank Deceased Estates form and open it in your chosen editor.
- Begin by providing the deceased member's personal details. Fill in the title, first name(s), surname, date of birth, physical address, postal address if different, phone numbers, email address, Kiwibank access number, and IRD number accurately.
- List the information of all Personal Representatives or lawyers acting on behalf of the deceased. Provide each person's name, address, and contact details clearly.
- Enter the withdrawal details. Specify the bank account to which the funds should be credited. Make sure to fill in the account number, bank, and branch information as this payment can only be made to New Zealand bank accounts.
- In the declaration section, do not fill it out in advance. It must be completed and signed in front of an authorized person. Ensure all representatives declare their information is correct and sign the form.
- Before submitting the form, double-check that you have included all necessary supporting documents: a certified copy of the death certificate, probate or letters of administration as applicable, evidence of the relationship to the deceased, certified copies of identity documents for each claimant or representative, and a bank deposit slip.
- After confirming the form is fully completed, save the changes. You can then download and print the form as needed. Finally, submit the completed form and supporting documents to the appropriate address.
Start completing your Kiwibank Deceased Estates form online today after reviewing this guide for the best steps.
Closing a bank account of a deceased person without probate can be complex, but it is possible. You will need the death certificate and may have to provide proof of your relationship to the deceased. Checking with Kiwibank for their specific policies on handling accounts in such situations is essential to avoid any complications later on.
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