Forms and documents

Contribute to your clients' super.

Online

Login to MLC AdviserOnline and contribute additional money into your client's super account

Download a form

Download and send us a completed form relating to your client's account:

MLC MasterKey (PDF)

MLC USI, and ABN Numbers

This form can be signed electronically.

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.

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

 Digital form

The MasterKey version of this form can be signed electronically: Digital Form (DocuSign)

Please note that MLC will not accept forms signed electronically by 3rd party advisers.

Download a form

Download and send us a completed form relating to your client's account:  

MLC MasterKey (PDF)

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

Download and send us a completed form relating to your client's account:  

MLC MasterKey Super Fundamentals and MLC MasterKey Business Super (including MLC MasterKey Personal Super) (PDF)

This form can be signed electronically.

Download a form

MLC Proof of Identity Guide (PDF)

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.

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

Online

Login to MLC AdviserOnline and consolidate your client's other super to MLC.

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.

Update your client's account details.

Online

Login to MLC AdviserOnline and update your client's details.

Download a form

Download and send us a completed form relating to your client's account

MLC MasterKey (PDF)

MLC MasterKey Business Super (PDF)

This form can be signed electronically.

Update your clients' adviser.

Download a form

Download and send a completed form for your client's account:  

MLC MasterKey (PDF)

This form can be signed electronically.

Update your clients' beneficiaries.

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 for non-binding and reversionary nominations only.

Update your clients' name, address and contact details.

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

The forms below are for clients insured under policies issued to the Trustee by the named insurer. If you’re unsure which insurer is relevant, please contact us on 132 652 Monday to Friday between 8 am and 6 pm (AEST/AEDT). Alternately, your clients can access their forms by logging into their account at mlc.com.au.

Insurance forms - MLC Limited

Insurance application - short form (PDF)
Form name: MLC MasterKey short form personal statement

The short application form can be used if your client is applying for:

• 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. 

Increase your insurance cover without providing medical evidence (Life Events cover) (PDF)

Consolidate your insurance (PDF)

Add or remove access for an authorised representative.

 Online

Login to add or remove access for an authorised representative on your account.

Send a copy of your POA to MLC

Download and send us the completed form below:

Sending a copy of your Power of Attorney to MLC (PDF)

Download a form

Download and send us a completed form relating to your client's account:

Contribution splitting application form (PDF)