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Accessing your savings

Understanding your options.

There are different options available to you when accessing your savings. These depend on the rules of your Plan and whether you leave your employer, retire or come to the end of an international secondment.

Knowing how you want to use your savings at that point will help you decide on your investment options. Although you may be able to access your savings earlier, it’s important to think about your long-term future goals to ensure you’re on the right track.

If you leave your employer
While you're working
If you retire

What you need to do to access your savings

Depending on the specific rules established by your Employer and the Trustee of your Plan, you may be able to apply online to withdraw savings through your PlanViewer account. However, some plans require a paper withdrawal form to be completed. Login to PlanViewer to view the rules for your Plan.

It can take up to 10 weeks to complete a withdrawal. Please ensure you take a look at the documentation requirements below. Any missing documentation will extend the processing timeframe.

What we’ll need from you
Tax liability
Things to remember