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Forms & documents

MLC accepts electronic signatures (e-signatures) in place of handwritten signatures for certain forms. Visit E-signature supported forms for more information.

  • Make an additional investment to your account.

     Online

    Login to your secure online portfolio, click on your investment account and then click on Additional investment

     

    Download a form

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

    MLC MasterKey (PDF)

     

    This form can be signed electronically.

  • Update your name, address and contact details.

     Online

    Login to your secure online portfolio and click Edit beneath the Personal details section to update your details.

     

    Download a form

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

    MLC MasterKey (PDF)

     

    This form can be signed electronically.

  • Update your account details, Tax File Number, Australian Business Number, authorised representative or link your account to another investor.

     Online

    Login to your secure online portfolio and click on Edit beneath TFN & ABN to update update your Tax File Number or Australian Business Number. 

    To update your authorised representative, click on your super account > Other transactions > Update authorised person

     

    Download a form

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

    MLC MasterKey (PDF)

     

    This form can be signed electronically.

  • Update your bank details.

    Download a form

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

    MLC MasterKey (PDF) - this form can be used for accounts in:

    • MLC MasterKey Investment Service (including Fundamentals)
    • MLC MasterKey Unit Trust
  • Update your entity details.

    Download a form

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

    MLC MasterKey (PDF)

     

    This form can be signed electronically.

  • Switch your investment.

     Online

    Login to your secure online portfolio, click on your investment account and then click on Switch how your money is invested.

     

    Download a form

    Download and send us a completed form:

    MLC MasterKey (PDF)

     

    This form can be signed electronically.

  • Make a withdrawal from your investment.

    Online

    Login to your secure online portfolio, click on the investment drop-down arrow > Manage my account > Account activities tab > Request withdrawal

     

    Download a form

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

    MLC MasterKey (PDF)

     

    This form can be signed electronically.

  • 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)