Forms

Member Forms
Member Application

Use this form to become a new emplyer-supported member or personal member of MTAA Super. Please note this application form is only available with the Member Product Disclosure Statement

689 kb
Rollover form

Use this form to roll over all or part of your existing superannuation into MTAA Super

101 kb
Proof of ID

This describes the identification and change of name requirements to allow withdrawals from your Super Fund

16kb
Notification to employer: Choice of fund

Provide this form, completed and signed to your employer if you would like your superannuation paid into MTAA Super, a leading Industry Super Fund. You may use this instead of the ‘Standard Choice’ form given to you by your employer

63kb
Member investment choice form

Use this form to choose how your superannuation is invested

103kb  
Binding death benefit nomination

Use this form to make, change or cancel a binding death benefit nomination

51kb
Matching insurance cover form

New members may use this form to apply to replace their current insurance with MTAA Super insurance

Application for additional insurance

Use this form to apply for additional death, TPD and/or income protection insurance cover

Application to change your workscale

Use this form if you wish to transfer your existing MTAA Super insurance cover from the general scale to the non-manual or professional scale

Application to increase insurance cover on joining

Use this form if you wish to apply for an increased amount of insurance cover (employer supported members only)

Application for Life Event cover

Use this form to apply for additional cover within 60 days of a life event occuring

Voluntary contribution form

Use this form to make a voluntary super contribution to your MTAA Super account. You may also use this form to vary your current Voluntary Personal Contributions or to authorise a Direct Debit.

 592kb
Deduction for personal super contributions

Use this form if you wish to claim a tax deduction for your personal contribution
Please note: You must send us this form before you submit your tax return

 188kb

 

Employer forms
MTAA Super Employer Application

Use this form to become a new employer that contributes into MTAA Super. Please note this application form is only available with the Employer Kit

1.9mb
Direct debit application form

Use this form to request and authorise a direct debit to pay MTAA Super. This option is available if you use the online service.

Contribution return

Use this form to list all eligible employees for Super Guarantee payments

Standard choice form

Give this form to all new employees so they can choose which Superannuation fund they want future employer contributions paid into.

 

pension forms
Pension application form

Use this form to become a new pension member in MTAA Super. Please note this application is only available within the Pension Product Disclosure Statement

2.5mb
Proof of ID

This describes the identification and change of name requirements to allow withdrawals from your Super Fund

16kb
Rollover form

Use this form to rollover all or part of your existing superannuation into MTAA Super Pension

44kb
Pension investment choice form

Use this form to make an investment switch in your MTAA Super Pension

88kb
Tax file number declaration

Use this form to provide MTAA Super with your Tax File Number

116kb
Withdrawal form

Use this form to make a partial or full withdrawal from your MTAA Super Pension

91kb
Variation form

Use this form to make a change to your personal details, your pension payment amount or frequency or your bank details.

74.2kb
Binding death benefit nomination form

Use this form to make, change or cancel a binding death benefit nomination

88kb
Withholding Declaration

Use this declaration to authorise your payer to adjust the amount withheld from payments made to you.

716kb

 

investment forms
Member investment choice form

Use this form to choose how your superannuation is invested

Pension investment choice form

Use this form to make an investment switch in your MTAA Super Pension

 

insurance forms
Matching insurance cover form

New members may use this form to apply to replace their current insurance with MTAA Super insurance

Application for additional insurance

Use this form to apply for additional death, TPD and/or income protection insurance cover

Application to change your workscale

Use this form if you wish to transfer your existing MTAA Super insurance cover from the general scale to the non-manual or professional scale

Application to increase insurance cover on joining

Use this form if you wish to apply for an increased amount of insurance cover (employer supported members only)

Application for Life Event cover

Use this form to apply for additional cover within 60 days of a life event occuring