Document text
[FULL NAME]
[ADDRESS]
[EMAIL] · [PHONE]
[DATE]
To: [KIWISAVER PROVIDER]
Member number: [MEMBER NUMBER] · KiwiSaver member since: [DATE JOINED]
I plan to buy my first home. Please send me in writing:
1. my current balance and the amount I can withdraw for a first home — everything except the $1,000 that must stay in my account;
2. any part that cannot be withdrawn, such as funds transferred from an Australian complying superannuation scheme;
3. your application form and the documents you need from me (sale and purchase agreement, my lawyer's details, statutory declaration, ID);
4. how long you take to pay out, and how the money is paid to my lawyer before settlement.
My deposit plan
Item Amount
Home price $[AMOUNT]
Deposit ([PERCENT]%) $[AMOUNT]
Lawyer, building report, moving $[AMOUNT]
Total I need $[AMOUNT]
KiwiSaver I can withdraw $[AMOUNT]
Other savings $[AMOUNT]
Still to save $[AMOUNT]
I save each month $[AMOUNT]
Goal month [MONTH YEAR]
Inland Revenue: you must be in KiwiSaver for at least 3 years before you withdraw funds for your first home, and you must leave $1,000 in your account.
Thank you,
Signature: ______________________
[FULL NAME]
Reply to this document or get a deadline reminder: https://layers.md/nz/kiwisaver-first-home-withdrawal?from=reply-nz-kiwisaver-first-home