Apply Online

Lifetime Retirement Funds

This form takes just ten minutes and allows you to invest into the following funds:

Specialist Retirement Income Fund:

Lifetime Retirement Income Fund

Retirement Buckets:

Lifetime Cash Fund
Lifetime Conservative Fund
Lifetime Balanced Fund
Lifetime Growth Fund

In order to process your application quickly it would be helpful to have the following documents on hand to attach to your application for the purposes of Anti-Money Laundering and Counter Financing of Terrorism Requirements (Learn More).

Please note you can also post or email these documents through after completing the application. These documents are:

Evidence of your identity (e.g. a copy of your NZ drivers licence or passport)
Evidence of your address (e.g. a copy of your bank statement, utility bill, or rates bill)
Evidence of your bank details if investing in the Lifetime Retirement Income Fund (e.g. a copy of your bank statement or bank deposit slip by a registered bank)

Are you investing with a partner?

Joint Individual

If investing jointly with a partner you must be in a relationship (i.e. de facto, civil union, marriage or a relationship determined by Lifetime to be similar in nature to those relationships).

2. Your information

First name(s)

Last name

Gender

Male Female

Date of birth

By completing this application and providing my email address, I consent to receiving communications from the Manager or the Supervisor electronically.

Home address

Town / City

Postcode

Home phone

Mobile

IRD number

For assistance, please call Inland Revenue on 0800 775 247

Prescribed Investment Rate

10.5% 17.5% 28%

For assistance, please visit www.ird.govt.nz/roles/portfolio-investment-entities/find-my-prescribed-investor-rate

Are you a US citizen / tax resident?

Yes No

Social Security Number (SSN)

Are you a tax resident of any other country / jurisdiction?

Yes No

In which other country are you a tax resident?

Your tax number within this other country:

You must notify us of any changes to your tax residency or US citizenship within 30 days of the change.

3. Partner's information

Partner's first name(s)

Partner's last name

Partner's gender

Male Female

Partner's date of birth

Partner's email

By completing this application and providing my email address, I consent to receiving communications from the Manager or the Supervisor electronically.

Partner's mobile

Partner's IRD number

For assistance, please call Inland Revenue on 0800 775 247

Partner's Prescribed Investment Rate

10.5% 17.5% 28%

For assistance, please visit www.ird.govt.nz/roles/portfolio-investment-entities/find-my-prescribed-investor-rate

Is your partner a US citizen / tax resident?

Yes No

Partner's Social Security Number (SSN)

Is your partner a tax resident of any other country / jurisdiction?

Yes No

In which other country is your partner a tax resident?

Your partner's tax number within this other country:

You must notify us of any changes to your tax residency or US citizenship within 30 days of the change.

4. Confirming your identity

To process your application, we will need to verify certain documents that confirm your identity, address and, if investing in the Lifetime Retirement Income Fund, your bank account.

What documents do I need and why? Click to view

How would you like to provide these documents?

Upload documents online now Email the documents Post the documents

Follow these steps to email the documents:

You have chosen to email us the documents that we are required by law to verify.

If you are making a joint investment, please include an identification document for your partner.

What documents do I need and why? Click to view

Please email scanned copies of your documents to retire@lifetimeincome.co.nz

We will not be able to finalise your application until these documents are received.

Follow these steps to post the documents:

You have chosen to post us the documents that we are required by law to verify.

If you are making a joint investment, please include an identification document for your partner.

What documents do I need and why? Click to view

Please post photo copies of your documents to:

Lifetime Asset Management Limited
Attn: Applications team
PO Box 10760
Wellington 6140

We will not be able to complete your application until these documents are received.

Follow these steps to upload the documents:

Anti-Money Laundering and Counter Financing of Terrorism Requirements

We are required by law to verify your identity, address and bank account details.

Learn more

Please attach a copy of the specified document/s for each category below. If you are making a joint investment, please include your partner’s identification documents.

Identity

This may be photo ID like:

NZ passport
NZ driver licence plus an additional document like a bank or IRD statement

Click to upload, or drag files here

Residential address

This may be:

Bank statement
Insurance policy
Utility bill
Rates bill

The above statements must have been issued within the last 12 months.

Click to upload, or drag files here

Your bank details (if you are investing in the Lifetime Retirement Income Fund)

This may be either:

Bank statement
Bank deposit slip

Click to upload, or drag files here

We will use the above documents to electronically verify your details. If we are unable to electronically verify you, we will need to request certified copies of the documentation.

4. Authorised financial adviser details

Are you investing via a financial adviser?

Yes No

Adviser's first name(s)

Adviser's last name

Company name

Business phone

Mobile

Adviser service fees (optional)

Ongoing adviser service fee (ASF) will impact your income payments.

Ongoing adviser service fee

I authorise the Manager to pay an ongoing ASF of:

Maximum 0.5%

to the financial adviser whose details are listed above.

I understand the ongoing ASF will be deducted from my account balance in the Fund each month. I understand it will be calculated on my current account balance.

If you agree with your financial adviser to have a one-off ASF fee and/or ongoing ASF fees deducted, please tick the box and sign below. I/We agree to the adviser service fees specified above

I understand that the ongoing ASF fee will impact my income payments.

Lifetime Retirement Funds

2. Your information

3. Partner's information

4. Confirming your identity

4. Authorised financial adviser details

Adviser service fees (optional)

5. Retirement fund choices

Lifetime Retirement Income Payment Solutions

6. Your agreement

Partner's agreement