Generate - Join or Transfer to Generate KiwiSaver Scheme

Join or Transfer to Generate KiwiSaver Scheme

Email Address

Mobile Number +64

First Name

Middle Name

Surname

Preferred Name (Optional)

Are you an existing KiwiSaver member?

Yes No I don't know

Date of birth

Residential address

Address

Suburb

City

Postcode

Postal address

Same as residential address

Address

Suburb

City

Postcode

IRD Number

Where to find it

Prescribed Investor Rate

10.5% 17.5% 28%

More about PIR

Employment status

Employed

Self Employed

Other

Account Holder Name*

Bank*

Branch*

Account*

Suffix*

Regular Direct Debit Payment Amount (minimum $10)*

Weekly

Fortnightly

Monthly

Quarterly

Semi-Annually (Every 6 months)

Annually

One off Lump Sum

Date of first payment (i.e. 01-12-2021)*

Note: Please choose a date at least 10 days after you submitted this form

I confirm that I am the sole account holder of the above account, or if not, I am authorised to operate the nominated bank account above individually and not jointly.

I agree that this authority is subject to:
• The bank’s terms and conditions that relate to my account, and
• The specific terms and conditions available here.

My Fund Type (Choose from the list below)

If you do not choose an investment strategy your KiwiSaver saving will be allocated to Stepping Stones by default

Non-KiwiSaver Transfer

I would like to transfer an Australian Super or a non-KiwiSaver NZ Super Transfer

Customer Identification

I authorise Generate to electronically verify my identity

Please note, if we are unable to electronically identify you, we will ask for you to supply identification documents

Confirm your application

I have downloaded and read the Product Disclosure Statement

I have read and accepted the Privacy Statement and Declaration to the scheme

For Generate Advisor's use only

Meeting #(For Generate QFE Advisors only)

Advisor Code (For all Advisors)

Type of advice provided?

No Advice

Class Advice

Personalised Advice

Do you need any assistance?

Request a call

We can call you or you can call us on 0800 855 322

Join or Transfer to Generate KiwiSaver Scheme

Customer Identification

Identity Document and Proof of Address Verification

Identification Document

#1 Guardian Identity Document and Proof of Address Verification

Identification Document

#2 Guardian Identity Document and Proof of Address Verification

Identification Document

Do you need any assistance?