• Your investment
  • Your information
  • Your partner's information
  • Confirming your identity
  • Financial adviser details
  • Your agreement
  • Complete

Apply online to get an income for life - Join now in 10 minutes

To ensure your application is as straightforward as possible, could you please make sure you have a few documents on hand to attach to your application. Near the end of the form we’ll ask you to please attach an electronic copy of the following documents:

  • Evidence of your identity (a copy of your NZ driver licence or NZ passport)
  • Evidence of your address (a copy of your bank statement, power bill, home phone bill, or rates bill)
  • Evidence of your bank details (a copy of your bank statement or bank deposit slip)

1. Calculate your regular income for life

Between $25,000 and $1,500,000; rounded to the nearest dollar.
Between 60 and 90 years.
Your regular income is calculated on the age of the youngest partner.
If you have a valid quote number please enter it here. If you don’t have a valid quote number we will issue a quote upon receipt of application. Alternatively go to lifetimeincome.co.nz/quote or ring 0800 254 338. Investments must be funded within 14 days after receipt of application.

Your regular income

Based on the information you entered above, your minimum regular income is:

2. Your investment

3. Your information

For assistance, please call Inland Revenue on 0800 775 247
For assistance, please visit www.ird.govt.nz/toii/pir/workout
You must notify us of any changes to your tax residency or US citizenship within 30 days of the change.

4. Your partner's information

For assistance, please call Inland Revenue on 0800 775 247
For assistance, please visit www.ird.govt.nz/toii/pir/workout
You must notify us of any changes to your tax residency or US citizenship within 30 days of the change.

5. Confirming your identity

To process your application we will need to verify your identity, address, and bank account details.

Why do we need these documents?

5. Confirming your identity

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

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

If you can please attach the specified document/s for each category below. If you are making a joint investment, please include an identification document for your partner.

This may be one of the following documents:

  • Your current NZ passport
  • Your current NZ drivers licence plus a statement issued in the last twelve months by a registered bank or government agency such as the IRD
  • Your current NZ drivers licence plus a bank card showing your name and signature
  • Your current NZ drivers licence plus a copy of your birth certificate

This can be one of the following documents:

  • Bank statement
  • Power bill
  • Telephone / Internet bill
  • Rates bill
  • A statement issued by a government agency such as IRD

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

This may be one of the following documents:

  • Bank statement
  • Bank deposit slip

Please post photo-copies of your documents to:

Lifetime Asset Management Limited
Attn: Applications team
PO Box 10760
The Terrace
Wellington 6143

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

If you can please include the specified document/s for each category below. If you are making a joint investment, please include an identification document for your partner.

This may be one of the following documents:

  • Your current NZ passport
  • Your current NZ drivers licence plus a statement issued in the last twelve months by a registered bank or government agency such as the IRD
  • Your current NZ drivers licence plus a bank card showing your name and signature
  • Your current NZ drivers licence plus a copy of your birth certificate

This can be one of the following documents:

  • Bank statement
  • Power bill
  • Telephone / Internet bill
  • Rates bill
  • A statement issued by a government agency such as IRD

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

This may be one of the following documents:

  • Bank statement
  • Bank deposit slip

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

If you can please attach the specified document/s for each category below. If you are making a joint investment, please include an identification document for your partner.

This may be one of the following documents:

  • NZ passport
  • NZ driver licence

Click to upload, or drag files here

This may be one of the following documents:

  • Bank statement
  • Power bill
  • Home phone / Internet bill
  • Rates bill

Click to upload, or drag files here

This may be one of the following documents:

  • 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 your supporting documentation.

6. Authorised financial adviser details

Adviser service fees (optional)

I authorise the Manager to pay a one-off Adviser Service Fee (ASF) of:

Maximum 1%

to the financial adviser whose details are listed above.

I understand the one-off ASF will be deducted from my account balance. I understand it will be calculated on my current account balance.

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.

7. Your agreement

By signing this application form, you confirm that you have received and read the Lifetime Income Fund Product Disclosure Statement and that you agree to be bound by the Lifetime Income Fund’s terms and conditions. These are set out in the Product Disclosure Statement, online register entry, application form, and governing document.

Partner's agreement

By signing this application form, you confirm that you have received and read the Lifetime Income Fund Product Disclosure Statement and that you agree to be bound by the Lifetime Income Fund’s terms and conditions. These are set out in the Product Disclosure Statement, online register entry, application form, and governing document.