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Email Address

Mobile Number

+64

First Name

Middle Name

Surname

Preferred Name (Optional)

Residential address

Address

Suburb

City

Postcode

Postal address

Same as residential address

Address

Suburb

City

Postcode

NEXT STEP

Are you an existing KiwiSaver member?

Yes No I don't know

Name of your Current Scheme

IRD Number Where to find it

My Fund Type (Choose from the list below)

Your custom investment options must equal 100% Stepping Stones: It is a mix of funds that suit your age. A combination of growth investments and protection of conservative funds. Stepping Stones will automatically set your investment mix each year based on your age. Stepping Stones Growth: It is a mix of funds that suit your age. It is little more aggressive than Stepping Stones and your investment mix each year is based on your age. Conservative: Returns are through investments in cash, fixed interest, property and infrastructure assets. Long term returns are low and so is the volatility of the funds. Growth: Returns are through investments in cash, fixed interest, property, infrastructure assets and International Equities Managers. Long term returns are likely to be higher due to equity exposure with higher volatility. Focused Growth: Returns are through investments in cash, property, infrastructure assets and International Equities Managers. Long term returns are likely to be highest due to high equity exposure with the highest volatility. Build your own: You may invest in any one fund or you can choose to invest a percentage in 2 or 3 funds totalling a 100%.

Focused Growth

Growth

Conservative

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

Prescribed Investor Rate More about PIR

10.5% 17.5% 28%

Employment status

Employed Self Employed Other

Employer Name (optional)

My Contribution rate

3% 4% 6% 8% 10% Not sure

If you are employed (and currently paid through PAYE), please see your company’s payroll team and fill out a KS2 form to start contributing or to change your contribution rate to 3%, 4%, 6%, 8% or 10%. Employer contributions are generally 3%, which is the default contribution rate

Would you like to set up a Direct Debit Authority (optional)

Yes No Email me other payment options

Contribute at least $20.06 p/w to get maximum government contributions

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.

Non-KiwiSaver Transfer

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

Name of Scheme

Where is the Scheme based?

New Zealand Australia

LAST STEP

Date of birth

#1 Guardian's First Name

#1 Guardian's Surname

#1 Relationship (e.g.Parent)

#2 Guardian's First Name

#2 Guardian's Surname

#2 Relationship (e.g.Parent)

Customer Identification

I want 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

Select an ID Type

Driver Licence Number

Driver Licence Version

Gender

Passport Number

Passport Expiry Date (DD-MM-YYYY)

Identity Document and Proof of Address Verification

Identification Document

Please upload your proof of address and a valid NZ Passport or NZ Drivers’ license. Please ensure the ID has your details, signature and photograph.

Please upload a valid and current copy of your NZ birth certificate or NZ passport

Expiry date of your ID (Required)

NZ Passport Sample

NZ Driver Licence Sample (Front)

Proof of Residential Address (Sample)

#1 Guardian Identity Document and Proof of Address Verification

Identification Document

Please upload your proof of address and a valid NZ Passport or NZ Drivers’ license. Please ensure the ID has your details, signature and photograph.

Please upload a valid and current copy of your NZ birth certificate or NZ passport

Expiry date of your ID (Required)

NZ Passport Sample

NZ Driver Licence Sample (Front)

Proof of Residential Address (Sample)

#2 Guardian Identity Document and Proof of Address Verification

Identification Document

Please upload your proof of address and a valid NZ Passport or NZ Drivers’ license. Please ensure the ID has your details, signature and photograph.

Please upload a valid and current copy of your NZ birth certificate or NZ passport

Expiry date of your ID (Required)

NZ Passport Sample

NZ Driver Licence Sample (Front)

Proof of Residential Address (Sample)

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

Please don't close the window

For Generate Adviser's use only

Meeting #(For Generate QFE Advisers only)

Adviser Code (For all Advisers)

Type of advice provided?

No Advice Class Advice Personalised Advice

Join now.

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

Thank you!

Or speak to an adviser on 0800 855 322