NZFunds KiwiSaver Serious Illness Withdrawal Form
This file provides a comprehensive guide for withdrawing funds from your KiwiSaver account due to serious illness. It outlines the eligibility criteria, application process, and required documentation. This form is essential for members wishing to access their savings during a serious illness event.
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How do I fill this out?
To fill out this form, start by gathering your personal and medical information. Ensure you complete all required sections and seek assistance from your medical practitioner when necessary. Finally, follow the application submission instructions for a successful request.
How to fill out the NZFunds KiwiSaver Serious Illness Withdrawal Form?
1
Gather your personal details and medical information.
2
Complete sections 2, 3, 4, and 5 of the form.
3
Have your medical practitioner fill out section 6.
4
Include a pre-printed deposit slip for your bank account.
5
Sign the form and return it to the specified address or email.
Who needs the NZFunds KiwiSaver Serious Illness Withdrawal Form?
1
Individuals diagnosed with a serious illness and needing access to savings.
2
KiwiSaver members seeking financial support due to an inability to work.
3
People who have suffered an injury that affects their employment permanently.
4
Anyone facing imminent risk of death requiring immediate financial assistance.
5
Members of KiwiSaver schemes who have been advised by medical professionals to access their funds.
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1
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2
Use the editing tools to make necessary adjustments.
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4
Review your changes for accuracy.
5
Download the edited document to your device.
What are the instructions for submitting this form?
To submit the completed KiwiSaver Serious Illness Withdrawal Form, send it to our Freepost address at NZ Funds KiwiSaver Scheme, Private Bag 92050, Auckland 1142. Alternatively, you can email the documents to nzfkiwi@linkmarketservices.com. Ensure all required sections are filled, and documentation is attached for timely processing of your application.
What are the important dates for this form in 2024 and 2025?
Please check your eligibility to ensure the timely processing of your application. The requirements and approval process may change; staying informed is crucial for successful withdrawals in 2024 and beyond. Key deadlines will be communicated upon submission.
What is the purpose of this form?
The primary purpose of this form is to facilitate the withdrawal of funds from your KiwiSaver account for members suffering from serious illness. It serves to ensure that individuals in dire situations can access their savings to alleviate financial burdens associated with health issues. By providing a clear and concise application process, we aim to support members during their challenging times.
Tell me about this form and its components and fields line-by-line.
- 1. Member number: Unique identifier assigned to the KiwiSaver account holder.
- 2. IRD number: The tax identification number needed for processing.
- 3. Name: Full name of the applicant including title and surname.
- 4. Residential address: Physical address where the applicant resides.
- 5. Phone number(s): Contact numbers including mobile and home.
- 6. Date of birth: Applicant's date of birth for age verification.
- 7. Email address: Primary email for communication regarding the application.
- 8. Amount requested: Total funds requested for withdrawal.
What happens if I fail to submit this form?
Failing to submit the form correctly may lead to delays in processing your withdrawal request. Incomplete sections or missing documentation can result in a denial of your application. It is vital to cross-check all entries before submission to avoid complications.
- Incomplete Information: Missing fields or details can cause delays.
- Missing Documentation: Without required medical proof, your application will not proceed.
- Incorrect Contact Details: Inaccurate contact information could lead to missed communication.
How do I know when to use this form?
- 1. Diagnosis of a Serious Illness: Use this form if you have been diagnosed with a condition that severely affects your work capacity.
- 2. Permanent Injury: Applicable for those whose injuries prevent them from engaging in work.
- 3. Financial Hardship from Health Issues: When health issues lead to significant financial stress.
Frequently Asked Question
What should I do if I'm unable to complete the form?
You may seek assistance from a family member or your medical practitioner to help you fill it out.
How do I submit this form once completed?
You can submit the form via freepost, email, or online as specified in the instructions.
Can I edit the PDF after downloading it?
Yes, you can edit the PDF using various editing software before submitting it.
Is there a deadline for submitting this form?
There is no strict deadline, but it's advised to complete it as soon as possible after diagnosis.
What if my application is denied?
You can appeal the decision by providing additional documentation if necessary.
Can I save my changes to the form?
While you can download the edited version, saving online is not currently available.
What information do I need from my doctor?
You will need your doctor's signature and details outlining your serious illness.
How long does the approval process take?
Approval timelines can vary, but you should receive updates shortly after submission.
What happens to my KiwiSaver account after I withdraw funds?
If you withdraw all your available funds, your KiwiSaver account will be closed.
Can I reapply if my condition improves?
Yes, if your condition changes, you may reapply for a withdrawal based on different grounds.
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