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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Switch how your clients' pensions are invested.
Online
Login to MLC AdviserOnline and switch how your client's account balance is invested.
Download a form
Download and send us a completed form for your client's account:
MLC MasterKey Pension Fundamentals (PDF)
MLC MasterKey Term Allocated Pension (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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Update your clients' pension 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 reversionary nominations only.
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Update your clients' personal 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' 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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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 pension withdrawal for your clients.
Download a form
Download and send us a completed form relating to your client's account:
MasterKey Pension Fundamentals (PDF)
MasterKey Term Allocated Pension Full Withdrawal and Rollover (PDF)
This form can be signed electronically.
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Download a form
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Download a form
Download and send us a completed form relating to your client's account:
MasterKey Pension Rollover request (PDF)
MasterKey Term Allocated Pension Full Withdrawal and Rollover (PDF)
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Update retirement status.
Download a form
Download and send us a completed form relating to your client's account:
Update your retirement status (PDF)
This form can be signed electronically.
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