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 |
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 |
||