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

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

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

Identity Document and Proof of Address Verification

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.

Upload a Document

Expiry date of your ID (Required)

See Examples

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

Identity Document and Proof of Address Verification

#1 Guardian Identity Document and Proof of Address Verification

#2 Guardian Identity Document and Proof of Address Verification

Do you need any assistance?