Joining Amanah KiwiSaver Plan

You can join Amanah KiwiSaver Plan today by following the below steps. If you are already a member of another KiwiSaver scheme we will arrange the transfer of your KiwiSaver savings to Amanah KiwiSaver Plan with your current scheme provider.

 

1. product disclosure statement

Download and read our Product Disclosure Statement using the below link:

2. Application form

Complete the application form at the back of the Product Disclosure Statement (also available for download here).

Please note: If the applicant is aged 16 or 17, the applicant and one legal guardian must co-sign. If the applicant is under 16, both legal guardians must sign on behalf of the applicant. Legal guardians must provide supporting identification documents in accordance with the requirements in the guide to joining Amanah KiwiSaver Plan.

 

3. Supporting Documents

Before we can accept your application to join Amanah KiwiSaver Plan, we are required to verify your identity and address.
If you are unable to provide the below documentation, please contact us (0800 4 AMANAH (0800 4 262624) or
info@amanahnz.com) and we will work with you to arrange suitable alternative documentation.

Persons aged 18 or over: We will require identity and address verification documents for the applicant’s only.
Persons under 18: We will require identity and address verification documents for the applicant (if available) and for their parents/guardians which have co-signed the application.

Identity verification: Please provide certified* copies of the documents listed under one of the following options

  • Option 1 (persons 18 and over) - One of the following documents:
    • Passport (pages containing name, date of birth, photograph and signature); or
    • New Zealand driver licence
  • Option 2 (persons 18 and over) - 
    • Full birth certificate; plus one of the following documents:
      • Overseas driver licence
      • 18+ card
  • Option 3 (persons under 18) -
    • Full birth certificate; or
    • Passport
    • Plus: Identification (as per options 1 or 2) for parents/guardians who have co-signed the application

*Certifying Documents: Copies of your identity documents must be legible, and certified by a representative from the Manager or an approved referee. An approved referee must be at least 16 years of age and one of the following: Police officer, Justice of the Peace, New Zealand registered lawyer, accountant, doctor or teacher, Notary Public or a Member of Parliament who is not related to you or your spouse and does not live at the same address as you. The approved referee must view the original version of the document (not a copy), before writing their name, occupation, date, signature and a statement to the effect that the document is a certified copy of the original document sighted.

Please note: If you are supplying foreign identity documents you must also supply proof of New Zealand residency.

Address verification: Please provide a copy of one of the following document dated within the last 12 months (does not need to be certified)

  • Bank Statement; or
  • New Zealand Government Department statement; or
  • New Zealand utility company statement (i.e.: electricity, gas, phone, SKY).

 

4. completed applications

Send your completed applications and supporting documents to: 

Amanah Ethical
PO Box 4070
Shortland Street
Auckland 1140
New Zealand

 

5. NEXT STEPS

We will contact you if we require any further information from you – once we have processed your application we will send you a welcome letter confirming your membership in Amanah KiwiSaver Plan.

If you are already a member of another KiwiSaver scheme, we will arrange the transfer of your savings with your current scheme provider.

For more information on contributing to KiwiSaver, please see here

 

Any questions?

Please feel free to contact us if you have any questions about Amanah KiwiSaver Plan or require assistance with the application process -

Freephone: 0800 4 AMANAH (0800 4 262624)

Email: info@amanahnz.com