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Personal Details
Your Address
Your KiwiSaver

Join the Generate KiwiSaver Scheme

With just three steps, it’ll only take a few minutes

Tell us a bit about you

Title

Gender

Date of birth (required)

First name (required)

Please enter the first name matches your ID

Middle name(s)

Last name (required)

Please enter the last name matches your ID

Preferred name

Email address (required)

Mobile number (required)

Confirm your application

(required)

I consent to receiving SMS messages from Generate, including information about my KiwiSaver or Managed Fund account, Generate products, services, and promotions.

I understand that standard rates apply. Replying to an SMS is charged at a rate based on your Network provider – Vodafone, Spark & Skinny is 20c. 2 Degrees is 9c.

Enter your residential address

(No PO Box)

Country (required)

Address (Required – please select your pre populated residential address where available)

Suburb

City (required)

Postal Code (required)

Postal Address

Same as residential address

Country (required) (required)

Address (Required – please select your pre populated residential address where available)

Suburb

City (required)

Postal Code (required)

About your KiwiSaver

Are you an existing KiwiSaver Member? (required)

Yes I am No I’m not

Your IRD number Important note : we are unable to open your KiwiSaver account without your IRD, if a valid IRD number is not provided we will contact you.

Your IRD number is eight or nine digits and you can usually find it on your payslip, on letters from the IRD, on your existing KiwiSaver statement. Alternatively you can visit https://www.ird.govt.nz/tasks/find-my-ird-number, or contact the IRD on 0800 775 247.

Prescribed Investor Rate More about PIR

10.5% 17.5% 28% I don’t know

What fund would you like to invest in? (required)

Stepping Stones: A mix of funds designed to suit you as you progress towards retirement with your investment mix automatically set each year based on your age. The younger you are the more weighting you will have to our growth funds and the older you are the higher the weighting will be to our conservative funds. The benefits of growth when you have more time and the protection of conservative when you may need certainty of the amount you have to withdraw.

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

Employment Status (required)

Employed Self-employed Other

Non-KiwiSaver Transfer

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

Verify my identity

I consent to Generate electronically verifying my identity by passing my information to and checking it with the document issuer, official record holder and authorised third parties.

Select Verification Option

Important note: If we are unable to electronically identify you, we will ask for you to supply verified/certified identification documents.

Guardian one

First Name (required)

Last Name

Relationship (Eg. Parent)

Guardian two (optional)

First Name

Last Name

Relationship (Eg. Parent)

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Download a copy of the Generate KiwiSaver Scheme Product Disclosure Statement and Generate Unit Trust Scheme (Managed Funds) Product Disclosure Statement. The issuer is Generate Investment Management Ltd.