Fillable New Zealand Retirement Trust Withdrawing Funds (Accident Compensation Corporation New Zealand)

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New Zealand Retirement Trust Withdrawing Funds (Accident Compensation Corporation New Zealand)

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Country of origin: NEW-ZEALAND
File type: PDF

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Identification requirements
We are required by law to verify your identity and current residential address before processing a withdrawal. This is a
requirement of the Anti-Money Laundering and Counter Financing of Terrorism Act 2009.
You can confirm your identity and address by sending us certified/verified photocopies of the original documents as
outlined in section (d) of the withdrawal form.
If you have provided certified identity documents and proof of address to AMP after 30 June 2013 (and you are using
the same bank account) you don’t need to provide them again.
Important information
Conditions and fees
If your NZRT membership is through an
employer plan, please check your member
booklet for any conditions that apply.
You may not be able to withdraw all
your funds. Please contact your adviser
for further details.
A disclosure statement is available from
your adviser free of charge.
Minimum balance required
In the event that a withdrawal results in
your account balance falling below $1,000,
we may treat this as a full withdrawal and
your membership in the NZRT will end.
PIE tax
We may collect Portfolio Investment Entity
(PIE) tax when your funds are withdrawn.
Please ensure your correct Prescribed
Investor Rate (PIR) is indicated on the
withdrawal form. To help determine your
PIR, go to amp.co.nz/PIE or ird.govt.nz.
Bank account
We will only make payments in
New Zealand dollars to a New Zealand or
international bank account held in your
name (either individually or jointly).
New Zealand Retirement Trust Withdrawing Funds
How do I apply for a withdrawal?
- Complete the NZRT withdrawal form
- Collect and send us all of the documents in the
checklist below
I have transferred UK pension funds
into NZRT
If you’ve transferred any UK sourced pension funds
into a Qualifying Recognised Overseas Pension Scheme
(QROPS) account within NZRT, please talk to your
Adviser and request a QROPS Withdrawal form
as additional rules and restrictions may apply.
How much can I withdraw?
- Partial withdrawal minimum is $500
- Regular withdrawal minimum is $250
Please check your member booklet as the minimum
amounts and any withdrawal restrictions may vary for
your employer plan.
What if I’m leaving my employer?
When you leave your employer, you don’t need to
withdraw from NZRT; in most cases we can transfer
your membership to Your Plan.
Your Plan is your own personal plan within NZRT that
allows you to continue to save for your retirement.
If you do wish to withdraw from NZRT, your savings
will be paid once your employer has completed a
leaving employment form and the final contributions
have been received.
In this pack you’ll find information on how to withdraw funds from your New Zealand
Retirement Trust (NZRT) account. If you wish to withdraw your funds from a State Sector
Retirement Savings Scheme (SSRSS), please use the relevant form located at
amp.co.nz/ssrss-withdrawal
Instructions
Please read the withdrawal form and information sheet
carefully.
1. Fill out the withdrawal form (the form can be filled on
screen by typing directly into the pdf),
2. Ensure all items in the checklist have been satisfied,
3. Print, sign and email your completed form, plus all the
supporting documents to workplaceadmin@amp.co.nz
or post to AMP customer services your completed original
form, plus all the supporting documents to:
AMP Customer Services
NZRT Freepost 170,
PO Box 55
Shortland Street,
Auckland 1140
Checklist
Please check you have completed the form correctly. If we
need to ask you for further information, this will delay the
processing of your withdrawal.
Have you read through the information sheet?
Have you completed the withdrawal form in full?
Is your current PIR marked on the form?
Has a trusted referee, AMP employee or adviser
completed section (e)?
Have you included bank account evidence in the form
of an original pre-encoded deposit slip or certi
fied bank
statement?
Have you included certified copies of your identification
and address documents?
Have your identification, address and bank account
documents been certified / verified correctly?
Note: each document must be initialled and dated by a
trusted referee, Adviser or an AMP employee
Have you signed and dated section (g)?
Step 2: If anything is missing or unclear, we’ll let you know.
Step 3: Once all the information provided is in order, we
will process your withdrawal. We’ll use the unit prices
effective on the day we process the withdrawal.
Step 5: We’ll send you a letter and text message
confirming your withdrawal.
Step 1: Complete and email in the form. Once received,
we’ll check your form and supporting documents.
Step 4: We’ll make payment to the bank account on your
withdrawal form.
We’re here to help
What to expect if you are leaving your employer
If you are leaving your employer, there are some extra steps in
the process:
What to expect if you are not leaving your
employer
If you provide all the information we need, we’ll process your
request within 8 working days.
Step 2: We’ll check the entitlements under your employer
plan using information from your employer.
Step 3: If anything is missing or unclear, we’ll let you know.
At this point we also may need to wait for the final
contributions (from your employer). We’ll let you know
if this is the case.
Step 5: We’ll make payment to the bank account on your
withdrawal form.
Step 1: Complete and email in the form. Once received,
we’ll check your form and supporting documents.
Step 4: Once all the information provided is in order, we
will process your withdrawal. We’ll use the unit prices
effective on the day we process the withdrawal.
Step 6: We’ll send you a letter and text message
confirming your withdrawal.
T 0800 800 267 E workplaceadmin@amp.co.nz W amp.co.nz
3 of 5
New Zealand Retirement Trust (NZRT)
Withdrawal form
Have you transferred any UK sourced pension funds into a QROPS account in the NZRT? Yes No
If you ticked “Yes” above, you are unable to use this withdrawal form. Additional rules and restrictions may apply - please talk to your adviser
and request a QROPS withdrawal from.
For withdrawals from a State Sector Retirement Savings Scheme (SSRSS) please use the relevant withdrawal form located at
amp.co.nz/ssrss-withdrawal
(a) Your personal details
PIR
10.5% 17.5% 28%
Account number
IRD number
PIE tax is deducted from any withdrawals using the information held by AMP at the time a withdrawal is made. If your PIR details have changed, please advise the new PIR.
To help determine your PIR, go to amp.co.nz/PIE or ird.govt.nz. Inland Revenue may also instruct AMP to apply a different PIR.
Full name
Email
Mobile phone
( )
Date of birth
D D M M Y Y Y Y
Residential address Postcode
Postal address (if different from residential address)
Postcode
(b) How much would you like to withdraw?
The full balance of
My member voluntary account only My member account only All of my NZRT accounts
A regular withdrawal of
$
D D M M Y Y Y Y
Starting
To be paid
Fortnightly
Monthly Quarterly
A partial withdrawal of
$
Split
Equally across all the funds I am invested in; or
As outlined in the table below:
Investment fund(s) Amount ($)
Total
$
(c) Where would you like your withdrawal paid?
Account name
Original pre-encoded deposit slip; or
Certified true copy of a bank statement
Bank account evidence - please provide either:
Member number
- - -
See section (e) for certification instructions.
RESET
4 of 5
When certifying documents outside of New Zealand, your trusted referee
must be a person who is authorised to take statutory declarations under
the laws of the country, state or territory where the documents are
being certified.
For more guidance please contact your Adviser or AMP.
(d) Your identity documents
Option 2 NZ driver licence PLUS (ONE of the following)
Super Gold card
NZ citizenship certificate/Citizenship certificate issued by
foreign government
NZ full birth certificate/Birth certificate issued by
foreign government
Bank statement or IRD statement issued in your name in
the last six months
Option 3 18+ identity card PLUS (ONE of the following)
NZ full birth certificate/Birth certificate issued by
foreign government
NZ citizenship certificate/Citizenship certificate issued by
foreign government
Option 1 ONE document from this section
NZ passport
(identity page)
NZ firearms license
Overseas passport
(identity page)
NZ certificate of identity
Please complete one of the options listed below and attach copies of the
requested document(s).
Please tick which document you are providing.
OR
OR
Proof of address
Please provide one of the documents below as proof of your residential
address. The document must be addressed to you, and dated within the
last six months.
Letter or invoice from utility company (eg. electricity, gas, phone,
Sky TV)
Bank Statement
Insurance policy or investment portfolio document
Current rental tenancy agreement
Letter from government agency (e.g. Inland Revenue, rates bill,
vehicle registration)
(e) Certify your documents
Certifying within New Zealand
Proof of identity
DECLARATION BY TRUSTED REFEREE, AMP EMPLOYEE OR ADVISER
(CERTIFYING IN NEW ZEALAND)
I, confirm that
1. I have sighted today the original of each document identified with a
tick in section (d) above verifying the identity and address of the person
named in section (a) of this form, and attached to this statement are
true copies of those documents initialled and dated by me.
2. The documents that have been provided represent the identity of
the person named in section (a) of this form.
3. I am a (tick one of the following)
New Zealand Lawyer Justice of the Peace
Chartered Accountant Police Constable
Registered Medical Doctor Registered Teacher
Fellow of the New Zealand Institute of Legal Executives
Registrar or Deputy Registrar of the High Court or a
District Court
AMP employee or Adviser (and AMP has authorised me to be its
agent to conduct AML customer due diligence on its behalf)
4. I am not related to and do not live at the same address as the
person named in section (a) of this form.
FULL NAME OF TRUSTED REFEREE
Certifying outside of New Zealand
DECLARATION BY TRUSTED REFEREE (OUTSIDE NEW ZEALAND)
I, confirm that
1. I have sighted today the original of each document identified with a
tick in section (d) above verifying the identity and address of the person
named in section (a) of this form, and attached to this statement are
true copies of those documents initialled and dated by me.
2. The documents that have been provided represent the identity of
the person named in section (a) of this form.
3. I am a
4. In this capacity, I am authorised to take statutory declarations under the
Laws of
5. I am not related to and do not live at the same address as the
person named in section (a) of this form.
FULL NAME OF TRUSTED REFEREE
ROLE/DESIGNATION
RELEVANT OVERSEAS JURSIDICTION
SIGN HERE
D D M M Y Y Y Y
Dated
Signature of trusted referee
SIGN HERE
D D M M Y Y Y Y
Dated
Signature of trusted referee, AMP employee or adviser
IMPORTANT:
1. If you are providing previously certified identity documents,
please ensure the documents have been certified not more than
three months prior.
2. Please attach only certified copies of the original documents to
this form.
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WEL223919 07/20
IMPORTANT:
1. If yes, your savings will be paid once your employer has completed a leaving employment form and the final contributions have been received.
2. If the ‘member’s address’ information is not supplied all correspondence will be sent via the employer.
Please ensure you have read the information sheet and completed the checklist.
(f) Additional information (for NZRT members under an employer plan)
(g) Application and acknowledgements to the Manager
I apply to AMP Wealth Management New Zealand Limited (the “Manager”) as Manager of the NZRT to withdraw the amount referred to above.
I understand that:
− A full withdrawal payment will be in final settlement of my interests in the NZRT and I indemnify the Manager against all liability in relation to such
payment.
− If my NZRT membership is through an employer plan and I am still in employment, this withdrawal is subject to the terms and conditions of my
employer plan.
− I do not have any UK pension funds transferred into a QROPS account within the NZRT.
I certify the information given in this form is true and correct.
SIGN HERE
Member signature Date
D D M M Y Y Y Y
Are you leaving your employer? Yes
No
We’re here to help
T 0800 800 267 E workplaceadmin@amp.co.nz W amp.co.nz
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New Zealand Retirement Trust Withdrawing Funds (Accident Compensation Corporation New Zealand)

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Completed 16 June 2021

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