Leaving your employer withdrawal

Please complete this form if you are leaving your employer (resigned, retired or redundant) and wish to withdraw your retirement savings from your mysuper account.

Important

You can only make a withdrawal request from mysuper if you are leaving your employer (resigned, retired or redundant) and some rules apply - see below.

If you've chosen to make locked contributions you can't withdraw your locked retirement savings until you reach the NZ superannuation age (currently 65 years).

However, if you're over 60 when you make your first locked contribution you can't withdraw your locked retirement savings for 5 years. For example, if you are 62 when you make your first locked contribution you can't withdraw your locked retirement savings until age 67.

We aim to pay and/or transfer your superannuation 30 working days after your last scheduled pay from your employer. The following reasons will delay your payment and/or transfer:

  • You've not completed your withdrawal form before your last day of employment with your employer
  • You've not provided all the information requested or the information provided was incorrect
  • You have locked contributions to transfer but your new Kiwisaver provider hasn't supplied the information to transfer your locked retirement savings
  • You've requested payment to a bank account different from the bank account you received your salary
  • You've changed your name by marriage or deed poll and not informed mysuper in writing with certified copies of the relevant documents.

Investment Advice Disclosure

Money from your mysuper account forms an important part of your retirement savings. To ensure you reinvest your money in a way that will best meet your retirement needs, you may wish to obtain investment advice.

For investment advice relating to your specific circumstances, mysuper recommend that you consult an Authorised Financial Adviser. You can find a list of Authorised Financial Adviser in your area at fma.govt.nz (fees may apply).

As at 30 September 2016 no fee will be charged for this type of withdrawal due to changes related to transition of mysuper into the Financial Markets Conduct Act 2013.

I confirm that I have read and understood all of the important information provided above, relating to a withdrawal and accept the associated conditions that apply.

Member’s personal details
Verifying your identity, residential address and bank account

For your security, privacy and for the purposes of the Anti-Money Laundering & Countering Financing of Terrorism Act 2009 we're required to verify your identity, residential address and bank account number.

Please carefully check the documentation we require, to verify your identity, which you must upload to complete this form.

Important

If you don't upload certified copies of your identification, residential address and bank account number, we won't be able to process your withdrawal.

Who can certify your documents?

Only the following people can certify original documents as true and correct copies:

  • New Zealand lawyer, who holds a current practicing certificate
  • Justice of the Peace
  • A Court Registrar 
  • a person who has legal authority to take statutory declarations in New Zealand.

Who can't certify your documents?

Please note that the certifier must be at least 18 years of age and cannot be:

  • a person related to you (i.e. parents, children, grandparents, cousins etc)
  • your spouse or partner
  • a person who lives at the same address as you
  • a person that you work with.
Upload your certified identity verification
Upload your certified address verification

You can upload files from your computer as long as you make sure all the details are clear. We only accept PDF files, up to a maximum of 2MB in size.

Duration of mysuper
Customer information
Customer information

Unfortunately, you can't withdraw all of your retirement savings now, just those that are unlocked. If you've chosen to make locked contributions you can't withdraw your locked retirement savings until you reach the NZ superannuation age (currently 65 years).

However, if you're over 60 when you make your first locked contribution you can't withdraw your locked retirement savings for 5 years. For example, if you are 62 when you make your first locked contribution you can't withdraw your locked retirement savings until age 67.

Customer information

Unfortunately, you can't withdraw your locked retirement savings yet. If you've chosen to make locked contributions you can't withdraw your locked retirement savings until you reach the NZ superannuation age (currently 65 years).

However, if you're over 60 when you make your first locked contribution you can't withdraw your locked retirement savings for 5 years. For example, if you are 62 when you make your first locked contribution you can't withdraw your locked retirement savings until age 67.

Withdrawal method
What amount to withdraw?

The remaining balance will be kept in your mysuper account.

Transfer

Please transfer my superannuation to the following KiwiSaver Scheme:

Declaration
I,

confirm that I have read and understood all of the important information provided above relating to a withdrawal, and accept the conditions that apply in the current mysuper Product Disclosure Statement and other material information.