Join Simplicity KiwiSaver Scheme

One page, two minutes.

By submitting this application you acknowledge that you have read and accepted the Product Disclosure Statement All fields need to be filled out unless noted as optional.

Please make sure the First Name and Last Name match your name in the ID provided below.
This fund is designed for members aged 60 and above. Please see here for an explanation why.
Guaranteed Income payments are available for members over 65 who've been in Kiwisaver for at least 5 years. See here for details.

There's a minimum $50,000 investment for this fund. Amounts smaller than this will be transferred into our KiwiSaver Balanced Fund, not the Guaranteed Income Fund.
Standard KiwiSaver withdrawal provisions apply, see here for details.
Click to upload


For adults please upload current
Passport or Driver Licence
and ensure all details are visible.

For children under 18 please upload their Birth Certificate.


For adults please upload current
Passport or Driver Licence
and ensure all details are visible.

For children under 18 please upload their Birth Certificate.


By completing and submitting this application form you agree to receive all forms of communication from us by emailing the email address you have provided.

For our records, please email a copy of a recent phone, power bill, insurance statement, or a government document showing your current address to [email protected]

The Privacy Act

The information that you provide us in this application and which you may provide us in the future may be used by Simplicity, the Supervisor and any related entities and by other service providers to the Fund/s to provide services in relation to your investment and to promote to you other products and services. We will provide you (on request) with the name and address of any entity to which your information has been disclosed. If you do not provide the information requested on this application form, we may not be able to process your application. You have the right to access the information held by us and you may also request that it be corrected.
Hi, Just letting you know that you can now save your form and finish it later if you'd like.
The form has been saved and a link has been sent to your email.
Please confirm the main applicant's details and submit below

Are you already in KiwiSaver?

First name:

Last name:

Date of birth:

Mobile number:

Email:

Address:

IRD Number:

Fund type

PIR Rate:

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