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.

Download a form

MLC Proof of Identity Guide (PDF)

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)

Update your foreign tax details.

Download a form

Download, print and sign the form relating to your account:

US Tax Status Declaration Individuals Form (PDF)

Foreign Tax Status Declaration Individuals (PDF)

Foreign Tax Status Declaration Entities (PDF)

Foreign Tax Status Information Flyer (PDF)

This form can be signed electronically.

Download a form

Download, print and sign the form relating to your account:

Identification Form - Individuals and Sole Traders (PDF)

Identification Form – Australian Companies (PDF)

Identification Form – Australian Trusts and Trustees (PDF)

Identification Form - Registered Co-operatives (PDF)

Identification Form - Partnerships and Partners (PDF)

Identification Form – Government Bodies (PDF)

Identification Form - Associations (PDF)