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Kiwi Saver Investment Option Election form Use this form to change your investment strategy for your Kiwi Saver Account. Your details IRD number First names Surname Preferred name Date of birth Email

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What is kiwisaver investment option election?

The kiwisaver investment option election refers to the process of choosing the specific investment options within a kiwisaver account. It allows individuals to select where their funds will be invested, such as in conservative, balanced, or growth funds.

Who is required to file kiwisaver investment option election?

Any individual who has a kiwisaver account and wishes to change their investment options must file a kiwisaver investment option election. This applies to both new and existing kiwisaver account holders.

How to fill out kiwisaver investment option election?

To fill out a kiwisaver investment option election, individuals must login to their kiwisaver provider's online portal or contact their kiwisaver scheme provider directly. They will be guided through the process of selecting their desired investment options and making any necessary changes.

What is the purpose of kiwisaver investment option election?

The purpose of the kiwisaver investment option election is to allow individuals to personalize and optimize their kiwisaver investments based on their risk tolerance, investment goals, and time horizon. It enables individuals to align their kiwisaver investments with their individual preferences and financial objectives.

What information must be reported on kiwisaver investment option election?

A kiwisaver investment option election typically requires individuals to provide their personal details, such as their name and account number, as well as specify their desired investment options. This may include selecting the percentage allocation between different funds or choosing a specific fund.

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