Documents & Forms
Here's a list of the forms you may need to fill out to administer the Estate of a Westpac customer.
When dealing with the Estate of a Westpac customer you'll be asked to complete various forms – depending on the type of products that are in the Estate. These may include:
- Declaration and Claim/Indemnity Form (if the Estate is less than $15,000 and Probate or Letters of Administration are not being applied for)
- Declaration and Claim/Indemnity Form for the release of a Safe Custody Box or Envelope (when Probate of Letters of Administration are not being applied for)
- KiwiSaver Deceased Estate Withdrawal Form
- Retirement Plan Withdrawal Request
- Executors Letter of Instruction to Westpac New Zealand Limited
- Managed Funds Transactions Request Form