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 PDS
689 kb
Rollover form
Use this form to rollover the whole balance of superannuation benefits into MTAA Super
59kb
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
MTAA Super Withdrawal
To make a partial or full withdrawal from your MTAA Super account please contact MTAA Super on 1300 362 415
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
Change of details
Use this form to make a change to your personal
or bank details
193kb
Third Party Authorisation
Use this form to authorise MTAA Super to provide
information about your MTAA Super account to the person you nominate
192kb

 

Employer forms
Employer application form
Use this online form to become a new employer that contributes into MTAA Super. For a printed copy please call 1300 362 415.
1.9mb
Standard choice form
Give this form to all new employees so they can choose which Superannuation fund they want future employer contributions paid into.
 190kb
Change of details
Use this form to make a change to your personal
or bank details
193kb

 

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 PDS
2.5mb
Proof of ID
This describes the identification and change of name requirements to allow withdrawals from your Super Fund
16kb
Pension rollover
Use this form to rollover the whole balance of superannuation benefits into MTAA Super
470kb
Pension Investment Choice
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
Pension Withdrawal (FOR PENSION MEMBERS ONLY)
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
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

 

MTAA Super RetireSafe forms
RetireSafe application
Use this form to become a new MTAA Super RetireSafe member. Please note this application is only available within the PDS
2.81mb
MTAA Super RetireSafe Binding Death Benefit Nomination
Use this form to make, change or cancel a binding death benefit nomination
587kb
RetireSafe rollover
Use this form to rollover the whole balance of superannuation benefits into MTAA Super
470kb
MTAA Super RetireSafe Withdrawal
To make a partial or full withdrawal from your MTAA Super RetireSafe account please contact MTAA Super on 1300 232 092
MTAA Super RetireSafe Change of details form
Use this form to make a change to your personal or bank details
585kb

 

investment forms
Member investment choice form
Use this form to choose how your superannuation is invested
 159kb
Pension Investment Choice
Use this form to make an investment switch in your MTAA Super Pension
 363kb

 

insurance forms
Matching Insurance Cover
New members may use this form to apply to replace their current insurance with MTAA Super insurance
 160kb
Application for additional insurance
Use this online form to apply for additional death, TPD and/or income protection insurance cover.  For a printed copy of this form please call 1300 362 415.
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
 186kb
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)
 198kb
Application for Life Event cover
Use this form to apply for additional cover within 60 days of a life event occuring
 176kb