Forms and documents
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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 Wrap and MLC Navigator (PDF)
MLC USI, and ABN Numbers (PDF)
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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)
MLC Wrap / MLC Navigator
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Download a form
Download and send us a completed form relating to your client's account:
Asset transfer (In specie) deposit - Super (PDF) - MLC Wrap/Navigator
In specie transfer from MLC Navigator Investment Plan to MLC Navigator Retirement Plan (PDF)
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Provide a notice of intent to claim or vary a deduction for your clients.
Download a form
Download and send us a completed form relating to your client's account:
MLC MasterKey (PDF)
MLC Wrap Super (inc Series 2) and MLC Navigator Retirement Plan (inc Series 2) (PDF)
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Your clients' can apply to withdraw their super under financial hardship.
Download a form
Download and send us a completed form relating to your client's account:
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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:
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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)
MLC Wrap and MLC Navigator Withdrawal (PDF)
MLC Rollover Bond and MLC Rollover Parking Bond (PDF)
MLC Wrap and MLC Navigator Contribution Split to spouse account (PDF, 132KB)
Contributions splitting application form (PDF, 240KB)
Make a withdrawal after departing Australia permanently.
Download and send us the completed form below:
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Download a form
Download and send us a completed form relating to your client's account:
MLC MasterKey (PDF)
MLC Wrap and MLC Navigator Rollover (PDF)
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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)
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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)
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Update your clients' adviser.
Download a form
Download and send a completed form for your client's account:
MLC MasterKey (PDF)
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Update your clients' beneficiaries.
Download a form
Download and send us a completed form relating to your client's account:
MLC MasterKey (PDF)
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Update your clients' name, address and contact 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)
MLC Wrap and MLC Navigator (PDF)
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Change or consolidate your clients' insurance in MLC MasterKey Business Super, MLC MasterKey Personal Super or MasterKey Super Fundamentals
The forms below are for clients with insurance provided by MLC Limited. If your client’s insurance is with a provider other than MLC Limited, please contact us on 132 652 Monday to Friday between 8 am and 6 pm (AEST/AEDT), so that we can provide you with the relevant forms. Alternately, your clients can access their forms by logging into their account at mlc.com.au.
Download a form
Download and send us a completed form relating to your client's insurance to:
Consolidate your insurance (PDF)
Increase your insurance (short form) (PDF)
Increase your insurance (long form) (PDF)
Increases without medical evidence (PDF)
Apply for a continuation of your clients' cover - flyer and form
You can also view our Standard insurance rates tables:
MLC MasterKey Business Super (PDF)
MLC MasterKey Super Fundamentals (PDF)
Before applying please consider the MLC MasterKey Business Super Product Disclosure Statement and Occupational ratings guides for insurance
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