Forms and documents

MLC accepts electronic signatures (e-signatures) in place of handwritten signatures for certain forms. Visit E-signature supported forms for more information.

Additional investment

Contribute to your clients' super.

Online

Download a form

Adviser Service Fee

Download a form

For MasterKey, please select a form for an Ongoing Adviser Service Fee or a One off / Fixed Term Adviser Service Fee Ongoing Adviser Service Fee Consent form (PDF) One off / Fixed Term Adviser Service Fee Consent form (PDF) This form can be signed electronically.

Claim or vary a deduction for personal contributions

Provide a notice of intent to claim or vary a deduction for your clients.

Download a form

Financial hardship

Your clients' can apply to withdraw their super under financial hardship.

Download a form

Investment switch

Switch how your clients' super is invested.

Online

Login to MLC AdviserOnline and switch how your client's account balance and future contributions and rollovers are invested.

Download a form

Make a withdrawal

Make a withdrawal for your clients.

Download a form

Download and send us a completed form relating to your client's account: MLC MasterKey (PDF) Contributions splitting application form (PDF, 240KB) This form can be signed electronically.

Proof of Identity

Download a form

Request a rollover

Download a form

Download and send us a completed form relating to your client's account: MLC MasterKey (PDF) This form can be signed electronically.

Super consolidation

Consolidate your clients' other super accounts into their MLC accounts.

Online

Download a form

Update account details

Update your client's account details.

Online

Download a form

This form can be signed electronically.

Update adviser

Update your clients' adviser.

Download a form

Update beneficiaries

Update your clients' beneficiaries.

Download a form

Update personal details

Update your clients' name, address and contact details.

Online

Download a form

Vary your clients' insurance - MLC Limited

Change or consolidate your clients' insurance in MLC MasterKey Business Super, MLC MasterKey Personal Super or MLC MasterKey Super Fundamentals

Death-only or Death and Total & Permanent Disablement (TPD) insurance cover (max $1 million total, including any existing insurance) or Income Protection (max $8,000 per month including any existing insurance), and
they’re able to answer ‘No’ to questions 1-11 in section D of the form.

Insurance application - long form (PDF)
Form name: MLC MasterKey Request for insurance/personal statement

The long application can be used if your client doesn’t meet the short application form conditions above.