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Please cross (x) one of the following: 2026

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The document is a Withdrawal Form from OnePath Life Limited, detailing the process for policyholders to request withdrawals from their annuity or rollover accounts. It includes sections for personal information, rollover and cash payment details, tax file number requirements, and instructions for partial or full withdrawals. The form also outlines conditions under which withdrawals can be made, such as retirement or severe financial hardship, and emphasizes the importance of providing accurate information and consent regarding personal data.

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Click ‘Get Form’ to open it in the editor.
Begin by selecting your desired option under 'Please cross (x) one of the following:' by clicking on the appropriate box for Deferred Annuity, Allocated Annuity, or RetireInvest Preferred Rollover Bond.
Fill in your policy number and personal details including title, surname, given names, date of birth, and residential address. Ensure that all fields are completed accurately.
Complete the rollover details section if applicable. Specify whether you are requesting a total or partial rollover and provide the necessary financial institution information.
If opting for cash payment, indicate the total amount requested and complete any additional required sections for direct crediting into your account.
Review all entered information for accuracy before signing and dating the form at the designated areas.

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