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.

Investment switch

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.

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.

Update beneficiaries

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 non-binding and reversionary nominations only.

Update personal details

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)

Update account details

Update your clients' account details.

Online

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 adviser

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.

Make a withdrawal

Make a pension 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.

Proof of Identity

Download a form

MLC Proof of Identity Guide (PDF)

Request a rollover

Download a form

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

MasterKey Pension Rollover request (PDF)

Update retirement status

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.