MTAA Super

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
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

 

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.	221kb
Contribution return Use this form to list all eligible employees for Super Guarantee payments	221kb
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

 

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 Handbook	2.5mb
This describes the identification and change of name requirements to allow withdrawals from your Super Fund	16kb
Rollover Use this form to rollover all or part of your existing superannuation into MTAA Super Pension	44kb
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
MTAA Super RetireSafe application form Use this form to become a new MTAA Super RetireSafe member. Please note this application is only available within the MTAA Super RetireSafe PDS	2.81mb
MTAA Super RetireSafe Binding Death Benefit Nomination Use this form to make, change or cancel a binding death benefit nomination	587kb
MTAA Super RetireSafe Withdrawal form Use this form to make a partial or full withdrawal from your MTAA Super RetireSafe account	583kb
MTAA Super RetireSafe Change of details form Use this form to make a chagne 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 form to apply for additional death, TPD and/or income protection insurance cover	240kb
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