Joining the Defence Force Saving Schemes

11/12/2015
Provided by Mercer.
The New Zealand Defence Force (NZDF) now offers its members and the Defence Community two new Defence Force saving schemes – the New Zealand Defence Force KiwiSaver Scheme and the New Zealand Defence Force FlexiSaver Scheme. Both schemes are aimed at helping you achieve your savings goals.

Join the New Zealand Defence Force KiwiSaver Scheme

KiwiSaver has been designed to help New Zealanders save for their retirement. It has some great benefits to help you save and retire with more.

Apply online

It will take you 2–5 minutes to complete the online application form. Make sure you understand the product disclosure statement and the important information below. If you're applying on behalf of someone who is under 18, you’ll need to complete the paper application form.

What you’re going to need:
  1. Your IRD number
  2. NZDF Service Number (if applicable)
  3. Your driver’s licence number (for verification of your identity)
  4. An email address
  5. Your full legal name
  6. Your residential address
 
Make sure you understand the product disclosure statement and the important information below. If you're applying on behalf of someone who is under 18, you’ll need to complete the paper application form.

WHAT YOU NEED TO KNOW

Opening your account

By completing the online application form, you are requesting a KiwiSaver account to be opened in the New Zealand Defence Force KiwiSaver Scheme.

Product Disclosure Statement

The statement contains detailed information about KiwiSaver and its features, and the New Zealand Defence Force KiwiSaver Scheme. By applying online, you're agreeing to receive a copy of the product disclosure statement electronically.

Providing your IRD number

You'll need to provide your IRD number, as we'll use it to notify Inland Revenue that you have applied to join the Scheme.

Selecting investment options and your tax rate (PIR)

After applying to join online you will need to choose where your KiwiSaver savings are invested. You will also need to provide your prescribed investor tax rate. You can do this after you've received your member number, which will be sent to your email address. You will need to sign into your account from the home page of this website.

Complete the paper application form

The application form to join the New Zealand Defence Force KiwiSaver Scheme is included with the product disclosure statement. Complete the form and post it back to us. No stamp is required.

New Zealand Defence Force KiwiSaver Scheme
Freepost Authority Number 3629
PO Box 1849
Wellington 6140

Join the New Zealand Defence Force FlexiSaver Scheme

NZDF worked with Mercer to develop this FlexiSaver Scheme to help members of the Defence Community achieve their savings goals. The FlexiSaver Scheme allows you to have control and flexibility over your savings.

The application form to join the New Zealand Defence Force FlexiSaver Scheme is included with the product disclosure statement. Complete the form and post it back to us. No stamp is required.

New Zealand Defence Force FlexiSaver Scheme
Freepost Authority Number 3629
PO Box 1849
Wellington 6140


This information has been prepared by Mercer (N.Z.) Limited for general information only. The information does not take into account your personal objectives, financial situation or needs. Therefore, you should not act on this information if you have not considered the appropriateness of this information to your personal objectives, financial situation and needs. You should consult a financial adviser before making any investment decision.
 

This website is provided by Mercer (N.Z) Limited, as the Manager of the New Zealand Defence Force KiwiSaver Scheme, the New Zealand Defence Force FlexiSaver Scheme and the Defence Force Superannuation Scheme (the Schemes).