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

Congratulations on choosing Lifetime - you’re about to get a pay cheque for life

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 retirement income

Between $25,000 and $1,000,000
Between 60 and 90 years

Your net Lifetime Withdrawal Benefit

Based on the information you entered above, your Lifetime Withdrawal Benefit 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

Please upload one document for each category below. If you are making a joint investment, please upload an identification document for each partner. We will need to verify your identity, address, and bank account details.

This may be one of:

  • NZ passport
  • NZ driver licence

Click to upload, or drag files here

This may be one of:

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

Click to upload, or drag files here

This may be one of:

  • Bank statement
  • Bank deposit slip

Click to upload, or drag files here

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.