Forms & documents
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Download a form
Download and send us a completed form relating to your account:
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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.
Need help? View our FAQs below for step by step guides to updating your details online.
FAQ - Update your name and date of birth online
Download a form
Download, print and sign the form relating to your account:
MLC Wrap and MLC Navigator (PDF)
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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
Need help? View our FAQ for a step by step guide to updating your Tax File Number or Australian Business Number online.
Download a form
Download and send us a completed form relating to your account:
MLC Masterkey (PDF)
MLC Wrap and Navigator (PDF)
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Update your bank details
Download a form
Download and send us a completed form relating to your account:
MLC MasterKey (PDF)
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Update your entity details.
Download a form
Download and send us a completed form:
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Add peace of mind and update your beneficiaries.
Online
Login to your secure online portfolio, click on your pension account > Other transactions > Update beneficiary (MLC MasterKey only).
Need help? View our FAQ for a step by step guide to updating your beneficiaries online.
Download a form
Download and send us a completed form relating to your account:
MLC MasterKey (PDF)
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Combine your other super accounts into your MLC account.
Online
Login to your secure online portfolio, click on your pension account > Other transactions > Super consolidation (MLC MasterKey only).
Need help? View our FAQ for a step by step guide to consolidating your other super online.
Download a form
Download and send us a completed form:
MLC MasterKey (PDF)
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Switch how your pension is invested.
Online
Login to your secure online portfolio, click on your pension account and then click on Switch how your money is invested (MLC MasterKey only).
Need help? View the following Frequently Asked Questions for step by step guides to switching your investment online.
FAQ - Switch how your existing money is invested
FAQ - Update your investment strategy for future contributions and rollovers
Download a form
Download and send us a completed form relating to your account:
MLC MasterKey Pension Fundamentals (PDF)
MLC MasterKey Term Allocated Pension (PDF)
MLC Wrap and MLC Navigator (PDF)
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Make a withdrawal from your pension.
Online
Login to your secure online portfolio, click on the pension drop-down arrow > Manage my account > Account activities tab > Request withdrawal
Need help? View our FAQ for a step by step guide to making a withdrawal request online.
Download a form
Download and send us a completed form relating to your account:
MLC MasterKey (PDF)
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Download a form
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Download a form
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Add or remove access for an authorised representative.
Online
Login to add or remove access for an authorised representative on your account.Download a form
Download, print and sign the form relating to your account:
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Update retirement status.
Download a form
Download and send us a completed form relating to your account:
Connect with us
Download the MLC app
