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KiwiSaver Enrolment Assessment Form ESP29

• About this form
• When to use this form
• What you will need to complete the form

• Download the form (Excel, 47.62 KB)

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About this form

This form lets payroll know:

• who is joining KiwiSaver (by auto enrolment or opting in)
• if your employee is already an existing KiwiSaver member and the date their membership started
• the employee's date of birth for KiwiSaver purposes
• whether your employee is a member of another state sector retirement savings scheme.

When to use this form

Use this form to collect information from your employee to:

• assess if you need to auto enrol them in KiwiSaver, or
• assess if they are eligible to opt in (if they choose to join KiwiSaver by opting in), or
• find out if they are already a KiwiSaver member.

What you will need to complete the form

You will need the employee's:

• MOE number
• personal details
• employment agreement
• identification, for example a passport, that verifies their date of birth and whether they are a New Zealand citizen.