R&D Loan Scheme Application Stage One
This form is the first stage of a two-stage application process. In this first stage you will provide an estimate of your expected loan claim amount.
Additionally, if you do not already have a Primary Relationship Manager (PRM) for Callaghan Innovation services or access to our Investment Management System (IMS), this will help us gather the information that we need to get you set up with these ahead of stage two via IMS.
To complete this stage 1 application form you will need:
*Your business details including NZ Business Number (NZBN)
*NZ IRD number, postal and physical address (new and updated IMS access requests only)
*The details of the person who will be managing the submission of your application (new and updated IMS access requests only)
Please ensure you press the submit button at the end of this form - you will receive a confirmation of submissions email confirming the information that you have submitted shortly after you do.
If you get stuck please refer to guidance on our webpage, email us on:
or contact your PRM if you already have one
Stage One Video Guidance
New Zealand Business Number (NZBN)
Your NZBN can be found via:
. Please note that this is a 13 digit number and is different to your companies office number.
Your business's legal name (as per NZBN)
How much do you expect to claim under the COVID-19 R&D Loan Scheme? (please enter number only, no dollar sign or commas)
NOTE: At this stage of the application process a rough figure is fine however you will need to provide a detailed estimate when you complete your application in stage two (IMS). You can calculate this amount using our Loan Eligibility Estimator here:
. The minimum claimable loan amount is $30,000 NZD, and the maximum is $400,000 NZD or your total annual eligible spend minus other government R&D support funding. Further guidance on eligibility can be found on the loan scheme web-page linked above. You can claim less than your eligible amount if you wish.
Please Select One of The Following:
I have a Relationship Manager for Callaghan Innovation services, as well as IMS login details
I am new to Callaghan innovation and/or do not have a Relationship Manager
I have a Relationship Manager but do not have IMS access
I have a Relationship Manager and an IMS login but I need my login re-sent
I have a Relationship Manager and an IMS log-in but I need my IMS user details updated
I am not sure (we will collect your information to make sure and then check against our records)
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This form was created inside of Callaghan Innovation.