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KiwiSaver Enrolment Assessment Form ESP29

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.
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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.
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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.

 

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