If the form you’re looking for isn’t here, or you need some help filling in a form, please call us on 0508 972 254 or ask at any branch.
Changing details and investment options
Westpac KiwiSaver Scheme Change of Details Form
Use this form to change personal details including your address and Prescribed Investor Rate, or to change your direct debit details.
Westpac KiwiSaver Scheme Investment Option Switch Request
Use this form to change your investment option(s).
Westpac KiwiSaver Scheme Direct Debit Form
Use this form to set up a regular contribution to your KiwiSaver account.
Westpac KiwiSaver Scheme Initial Retirement Withdrawal Form
Use this form to apply for your first retirement withdrawal from your Westpac KiwiSaver Scheme account.*
Westpac KiwiSaver Scheme Subsequent Retirement Withdrawal Form
Use this form once you’ve already made at least one retirement withdrawal and provided a statutory declaration.*
Westpac KiwiSaver Scheme Retirement Withdrawal for Australian-sourced Funds Form
Use this form if you have transferred your Australian-sourced Funds to the Westpac KiwiSaver Scheme and you are eligible to withdraw these funds.*
Buying your first home
Westpac KiwiSaver Scheme First Home Purchase Withdrawal Form
Use this form to apply to withdraw your own and your employer's KiwiSaver contributions to help you buy your first home.*
Westpac KiwiSaver Scheme Permanent Emigration Application Form
Important: permanent emigration withdrawals from KiwiSaver are not permitted for members who have emigrated to Australia.
Transfer KiwiSaver to an Australian Complying Superannuation Scheme
Use this form to transfer your Westpac KiwiSaver Scheme balance to an Australian complying superannuation scheme.
Use this form to apply for a withdrawal from the Westpac KiwiSaver Scheme if you become seriously ill, injured or disabled. You can find more information about withdrawing KiwiSaver savings for a serious illness here.
Westpac KiwiSaver Scheme Serious Illness Form
Westpac KiwiSaver Scheme Form for withdrawal to meet tax liability or student loan obligation on foreign superannuation transfer
Use this form to apply for a partial withdrawal to meet a tax liability or student loan obligation on a foreign superannuation transfer, if you’re eligible.*
Westpac KiwiSaver Scheme Deceased Estate Withdrawal Form
Use this form to apply to close the account of a deceased Westpac KiwiSaver Scheme member. You’ll need to be a Personal Representative or a person entitled to make a claim under section 65 of the Administration Act 1969.
Release of funds required under other enactments
We must comply with any enactment that requires a release of funds from your Westpac KiwiSaver Scheme account. You will need to provide us with:
- evidence of the withdrawal reason (such as a court order), and
- if your withdrawal will include Member Tax Credits, then you’ll also need to complete and submit this form
Product Disclosure Statement
Westpac KiwiSaver Scheme Product Disclosure Statement and Application Form
If you're joining the Westpac KiwiSaver Scheme, you need to download and read this Product Disclosure Statement. It also includes an application form.