KiwiSaver Opt-Out Request Form - Inland Revenue
This file contains the KiwiSaver Opt-Out Request form for individuals who have been automatically enrolled and do not wish to be members. It is intended for minors who were enrolled incorrectly and wish to opt-out. The form includes sections for personal details, employer details, and the reason for opting out.
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How do I fill this out?
To fill out this form, you will need to provide your personal details, including your IRD number, name, and contact information. Additionally, you must supply your employer's details and the reason for your opt-out request. Carefully read the instructions to ensure all information is accurately completed.
How to fill out the KiwiSaver Opt-Out Request Form - Inland Revenue?
1
Enter your IRD number, name, and contact details.
2
Provide your bank account details for direct credits.
3
Fill in your employer's IRD number and business name.
4
Explain the reason for your late opt-out request if applicable.
5
Sign and submit the form to your employer or Inland Revenue.
Who needs the KiwiSaver Opt-Out Request Form - Inland Revenue?
1
New employees who have been automatically enrolled in KiwiSaver and wish to opt-out.
2
Minors under 18 who were incorrectly enrolled in KiwiSaver without consent.
3
Individuals who did not receive a KiwiSaver information pack from their employer within seven days.
4
Employees allocated to a default scheme without receiving an investment statement.
5
Those who were opted into KiwiSaver but did not meet the criteria.
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1
Upload the KiwiSaver Opt-Out Request form to PrintFriendly.
2
Use the PDF editor to fill in your personal details, employer information, and opt-out reason.
3
Ensure all fields are accurately completed and correct any mistakes.
4
Digitally sign the form using the signature feature.
5
Download and share the completed form with your employer or Inland Revenue.
What are the instructions for submitting this form?
To submit the KiwiSaver Opt-Out Request form, you can either give it to your employer or send it directly to Inland Revenue. For direct submission, mail the completed form to Inland Revenue, PO Box 39090, Wellington Mail Centre, Lower Hutt 5045. Alternatively, you can submit the information electronically via your Payroll returns account in myIR. Make sure all fields are completed accurately and submitted within the specified time frames to ensure proper processing of your opt-out request. Our advice is to double-check all entered information and consult with your employer for any specific submission instructions they may have.
What are the important dates for this form in 2024 and 2025?
The important dates for using this form in 2024 and 2025 are: You can opt-out on or after day 14 and on or before day 56 of starting new employment. The form must be submitted within three months from the day Inland Revenue receives your first contribution. Ensure all deadlines are met for proper processing.
What is the purpose of this form?
The KiwiSaver Opt-Out Request form serves as a means for individuals to opt-out of KiwiSaver if they have been automatically enrolled or were enrolled incorrectly as minors. This form is essential for new employees who do not wish to be part of the KiwiSaver program and need to stop contributions. By submitting the form, individuals ensure their opt-out request is officially recorded and handled accordingly by their employer or Inland Revenue. For minors enrolled without necessary consent, this form provides a way to reverse the enrollment process. The form requires personal and employer details, as well as the reasons for opting out, ensuring all relevant information is documented. Completing and submitting this form helps to prevent unwanted contributions and manage KiwiSaver memberships effectively.
Tell me about this form and its components and fields line-by-line.
- 1. IRD Number: Your unique IRD number for identification.
- 2. Name: Your first names and surname for personal identification.
- 3. Postal Address: Your complete postal address for correspondence.
- 4. Contact Numbers: Your day and mobile contact numbers for communication.
- 5. Email Address: Your email address to receive KiwiSaver information.
- 6. Bank Account Details: Your bank account information for direct credit of funds.
- 7. Opt-Out Declaration: Your declaration to opt-out of KiwiSaver.
- 8. Employer's IRD Number: The IRD number of your employer for reference.
- 9. Employer's Business Name: The name of your employer’s business.
- 10. Employment Start Date: The date you commenced employment.
- 11. Late Opt-Out Reason: Reason for opting out late if applicable.
What happens if I fail to submit this form?
Failure to submit this form within the required time frames can result in continued KiwiSaver contributions and membership.
- Continued Contributions: Your employer will continue to deduct KiwiSaver contributions from your salary.
- Membership Status: You will remain a member of KiwiSaver despite your intention to opt-out.
- Delayed Refund: Any KiwiSaver funds deducted may be delayed in being refunded.
How do I know when to use this form?
- 1. New Employees: Opt out on or after day 14 and on or before day 56 of starting new employment.
- 2. Minors Enrolled Incorrectly: Use if you were enrolled under 18 years without necessary consents.
- 3. No Information Pack: Apply if you didn't receive a KiwiSaver information pack from your employer within the stipulated time.
- 4. Investment Statement Missing: Use if no investment statement was provided when allocated to a default scheme.
- 5. Non-Eligible Opt-in: For those who opted in without meeting the necessary criteria.
Frequently Asked Question
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You can easily fill out the form using PrintFriendly's PDF editor by entering your details and reason for opting out directly on the platform.
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After completing the form, you can share it via email or generate a shareable link using PrintFriendly's platform.
What if I need to make changes to the form after signing it?
You can easily make further edits to the form on PrintFriendly even after signing it, ensuring all information is accurate before submission.
Can I save the edited KiwiSaver Opt-Out Request form to my device?
Yes, after editing the form on PrintFriendly, you can download and save the completed PDF to your device.
Do I need to provide my bank account details on the KiwiSaver Opt-Out Request form?
Yes, providing your bank account details ensures that any KiwiSaver funds held for you can be directly credited to your account.
How do I know if my opt-out request has been accepted?
You will receive confirmation from Inland Revenue or your employer regarding the acceptance of your opt-out request.
What should I do if I was enrolled in KiwiSaver as a minor without consent?
Complete the form, provide the necessary consent from your parent or legal guardian if under 16 years old, and submit it to Inland Revenue.
Can I use PrintFriendly to opt-out of KiwiSaver if I am a new employee?
Yes, new employees who wish to opt-out can use PrintFriendly's platform to complete and submit the KiwiSaver Opt-Out Request form.
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