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.
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Invest additional money to your clients' account.
Online
Login to MLC AdviserOnline and invest additional money into your client's account.
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.
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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)
This form can be signed electronically.
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Download a form
Asset Transfer (in specie) request to Expand Essential, or Expand Extra - Investment products (PDF) - MLC MasterKey
Asset Transfer request (withdrawals to external providers) – Investment products (PDF) - MLC MasterKey
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Switch your clients' investments.
Online
Login to MLC AdviserOnline and switch how your client's account balance and future contributions are invested.
Download a form
Download and send us completed form relating to your client's account:MLC MasterKey (PDF)
This form can be signed electronically.
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The safety and security of our members is our top priority. We urge you to stay vigilant and be aware of potential scams. Our four-step approach—Stop, Reflect, Protect and Report—can help you avoid falling victim to fraud.
Think you might be facing a scam?
Learn the best steps to take immediately.
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)
This form can be signed electronically.
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Download a form
MLC Proof of Identity Guide (PDF)
FSC - Identification Form - Associations (PDF)
FSC - Identification Form - Australian Companies (PDF)
FSC - Identification Form - For Foreign Companies (PDF)
FSC - Identification Form - Government Bodies (PDF)
FSC - Identification Form - Individuals & Sole Traders (PDF)
FSC - Identification Form - Partnerships & Partners (PDF)
FSC - Identification Form - Registered Co-Operatives (PDF)
FSC - Identification Form - Australian Regulated Trusts (PDF)
FSC - Identification Form - Unregulated Australian & Foreign Trusts (PDF)
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Update your clients' 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)
This form can be signed electronically.
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Update your clients' adviser.
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.
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Update your clients' entity details.
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.
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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)
This form can be signed electronically.
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