Kiwisaver Application Form

Member's details

Title

Full legal first names

Surname

Date of birth

Current physical address (not a PO Box)

Current postal address (if different to above)

Mobile phone

Home phone

Email address

My tax information

IRD number

Prescribed Investor Rate (PIR)

Not sure what to select?

If in either of the last two tax years:

(a) your taxable income was $14,000 or less; AND
(b) your total income (PIE + taxable income) was $48,000 or less;

Your PIR is 10.5%

If in either of the last two tax years:

(a) your taxable income was $48,000 or less; AND
(b) your total income (PIE + taxable income) was $70,000 or less;

Your PIR is 17.5%

In all other cases:

Your PIR is 28%

Transfer from another scheme (if applicable)

Are you transferring from another KiwiSaver scheme?

If you already have an existing KiwiSaver Scheme, we will transfer your investment balance into the Lifestages KiwiSaver Scheme. You do not have to do anything else - we will take care of this for you. Transfers can take up to two weeks.

Please continue your application.

We can check for you. You can continue with the application.

Are you transferring from another superannuation scheme?

If you’re already in another superannuation scheme, it’s important you talk to your employer before joining KiwiSaver. Joining KiwiSaver may affect the contributions you and your employer make to your existing superannuation scheme. For example, it might mean that you’re required to contribute to both KiwiSaver and your existing superannuation scheme. You can continue with you application if you wish.

If you would like to transfer funds from an Australian Superannuation Scheme, you can do this once your account in the Lifestages KiwiSaver Scheme is established. You do not have to do anything now. You can refer to our website for more information on Australian superannuation transfers later.

Please continue your application.

Contribution details

Employment status

If you are employed your regular contributions will be made by your employer (whom you authorise to deduct those amounts from your pay).

You must let your employer know the contribution rate you have elected (as a percentage of gross salary or wages).
If you are joining KiwiSaver for the first time please let your employer know.

Employer name

Postal address

You can view the possible impact on your future retirement savings of your fund choice and contribution rate by using our projected retirement balance calculator.

You can continue with the application. As a self-employed KiwiSaver member, you can make voluntary contributions to your Lifestages KiwiSaver scheme.

You can make voluntary contributions to your Lifestages KiwiSaver Scheme.

Verifying your identity

Please supply either your NZ Drivers Licence or your NZ Passport details

NZ Driver's licence

Please provide your Drivers Licence details so we can verify you. Make sure that your name previously entered exactly matches the name shown on your Licence, and that your Licence version and expiry date are entered.

Licence number

The licence number is printed on your licence under the heading ‘5a’ or ‘Licence’

Licence version

The version is printed on your licence under the heading ‘5b’ or ‘Version’

Licence expiry

Must not be expired.

NZ passport number

Please provide your New Zealand Passport details so we can verify you. Make sure that your name previously entered exactly matches the name shown on your Passport, and that your expiry date is entered.

Passport number

Make sure the given name you have entered into the form matches the name shown on your passport

Passport expiry

Must not be expired.

Verifying your address

To help verify your address please provide the number plate of a vehicle registered in your name.

Vehicle Registration

Number Plate

Leave blank if you do not own a vehicle.

Other options

Declarations

Could not confirm profile. Please try again.

Privacy statement

For the latest version of the SBS Wealth Privacy Policy please click here.

Investor declaration

I am eligible to join the Scheme and I wish to apply for membership of the Scheme on the basis set out in the current PDS for the Scheme;
I agree to be bound by the provisions of the Scheme's trust deed and by the requirements of the KiwiSaver Act 2006 and any regulations or notices promulgated under that Act;
I have received a copy of the current PDS for the Scheme and have read it in full;
I understand that units will only be allocated for a contribution or other amount received effective on the valuation date when the relevant amount is received by FANZ, and understand that contributions made through Inland Revenue may be subject to delay before receipt by FANZ;
I acknowledge that neither the Supervisor, FANZ, SBS Bank or any other person will be liable to me for any loss as a consequence of my choice of investment strategy, my choice to invest through the Lifestages Auto option, or any choice of investment strategy I make in the future, and that my investment in the Scheme is not guaranteed by any person;
I acknowledge that FANZ's sole obligation with respect to contributions made to the Scheme by or in respect of me is to apply the contributions received in accordance with the trust deed for the Scheme and the KiwiSaver Act 2006, that there is no contractual arrangement between my employer(s) (if any) and FANZ as to the payment of employer contributions, and that FANZ are under no obligation to verify the appropriateness of the amount of any contribution received;
I have read and understood the FANZ Privacy Policy available at https://www.sbswealth.co.nz/website-privacy-policy/ and consent to the collection, use, disclosure and retention of my personal information for the purposes of processing this application, managing my membership of the Scheme, and as otherwise in accordance with the terms of the Privacy Policy;
I acknowledge that my investment in the Scheme is subject to fees and charges, as set out in the current PDS for the Scheme (or as subsequently varied);
I declare that all the information contained in this form is true and correct and acknowledge responsibility for its accuracy whether the information was written by me or another person;
I understand that where I have invested in both investment funds, values may change at a different rate. I also understand that FANZ will automatically rebalance my allocations between investment funds back to my selected investment profile on an annual basis and I authorise FANZ to undertake such rebalancing;
I understand that where I have invested in the Lifestages Auto option FANZ will automatically adjust my allocation between investment funds based on predetermined exposures for my age group, and I authorise FANZ to make such adjustments. I also understand that FANZ may change the Lifestages Auto option age ranges and fund exposures at any time. If this occurs, my allocations will be adjusted accordingly;
I understand that if I do not select a fund, a combination of both funds, or the Lifestages Auto option my contributions will be invested in the Lifestages Age Auto option (the Scheme’s default option);
I acknowledge that investments in the Scheme do not constitute bank deposits or liabilities of SBS Bank and that SBS Bank does not stand behind the capital value and performance of the securities;
By supplying my email address, I consent to receiving all forms of communication from FANZ or the Supervisor regarding the Scheme via email. This will include investment updates, transaction statements, annual PIE tax statements, personalised statements and news of investor events. I also consent to receiving a web link (World Wide Web uniform resource locater ("URL")) for access to electronic copies of the Scheme's annual report; and
I authorise and consent to FANZ accessing my details on any electronic or physical database (including, without limitation, the New Zealand Transport Agency's database of driver licences and the Department of Internal Affairs database of passports) for the purpose of verifying any identity information I have provided as required by this Form.
By signing this form in my capacity as a Guardian on behalf of, and for the benefit of, the Member, I acknowledge that I have read and understand the information contained in this application form and give consent for the Member to enrol in the Scheme in accordance with, and subject to, the terms and conditions referenced in this application form.

I have received a copy of the Product Disclosure Statement (Note - this is the document you downloaded at the start of this form)

Kiwisaver Application Form

Before you get started

What happens after you complete the application form?

You can join KiwiSaver if you’re both:

Member's details

My tax information

Transfer from another scheme (if applicable)

Contribution details

Employment status

Voluntary contribution(s) (if applicable)

Purpose of investment

Primary purpose for the investment

How do you intend to transact on this account?

Select your investment profile