Hesta withdrawal form 2026

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51 votes

The document is a form for making a lump-sum withdrawal from the HESTA Income Stream or Transition to Retirement Income Stream. It outlines eligibility criteria, personal details required, and options for withdrawal amounts and types. The form emphasizes the importance of consulting a financial adviser before making decisions and includes instructions for completing and submitting the form.

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Click ‘Get Form’ to open the HESTA withdrawal form in the editor.
Begin by filling out your personal details. Include your member number, title, gender, given name/s, family name, and date of birth. Ensure all information is accurate and written in BLOCK letters.
Indicate your employment status and preservation age by marking the appropriate boxes. If applicable, provide the date you left your employer.
Specify the amount you wish to withdraw and select the investment options from which this amount should be drawn. Remember that partial withdrawals must be at least $1,000.
Choose how you would like your withdrawal processed—either as a rollover or a complete withdrawal—and complete the relevant sections accordingly.
In the member declaration section, confirm that all details are correct and sign the form. Make sure to include any necessary fund information if transferring to another account.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (21 Votes)
2017	4.1 Satisfied (51 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I transfer money from my super to my bank account?

So, if 10% of your super benefit is a tax-free component, then any lump sum withdrawal from your fund will have 10% as a tax free component and the remaining 90% will be a taxable component, whether you withdraw $100 or $100,000. This is known as the proportional rule.

What is happening with HESTA?

The planned transition follows an announcement in June 2023 that HESTA would shift its member administration to GROW after nine years with MUFG Retirement Solutions. Ms Blakey thanked MUFG Retirement Solutions for its hard work and dedication in helping HESTAs members and employers over the past decade.

Can I withdraw $100,000 from my super?

Even if you move overseas, your superannuation will typically stay in Australia. If you move to New Zealand, you may be able to transfer your super to a KiwiSaver account. Temporary residents returning home after visiting Australia can apply for a Departing Australia Superannuation Payment.

How do I close my HESTA account?

A members account is to be automatically closed where: a) a member has provided a completed member application form; and b) the account is greater than 6 months old; and c) there have been no monies remitted to the account since the account was created.

Can I withdraw a lump sum from my superannuation?

Super lump sum If your super fund allows it, you may be able to withdraw some or all of your super in one or more lump sum payments. However, if you ask your fund to make regular payments from your super it may be an income stream. Once you take a lump sum out of your super, it is no longer considered to be super.

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What is a compliance letter from HESTA Super?

The HESTA Super compliance letter is confirmation that HESTA Super complies with the necessary regulations and standards to be considered a complying superannuation fund. This document is required as proof of this super funds complying status, and should be provided to your employer as part of your super choice.

Can I take a lump sum out of my superannuation?

If your super fund allows it, you may be able to withdraw some or all of your super in one or more lump sum payments. However, if you ask your fund to make regular payments from your super it may be an income stream. Once you take a lump sum out of your super, it is no longer considered to be super.