• Your investment
  • Your information
  • Partner's information
  • Financial adviser details
  • Your agreement
  • Complete

1. Calculate your Retirement Income

Between $5,000 and $1,500,000; rounded to the nearest dollar.
Must be aged 60 or older.
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.
Your Retirement Income is calculated on the age of the youngest partner.
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.
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.

Based on the information you entered above, your current Retirement Income is:

Based on the information you entered above, your regular retirement income amount will be confirmed within 10 working days.

2. Your investment

3. Your information

4. Partner's information

5. Authorised financial adviser details

Adviser service fees (optional)

One-off adviser service fee and ongoing adviser service fee will impact your income payments. Lifetime will reissue a quote which reflects these fees after recieving your application.

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.

I understand that the one-off ASF fee and/or the ongoing ASF fee will impact my income payments.

6. Your agreement

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