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Member Superannuation Forms

For your convenience a range of forms are available to download. If you would like a hard copy of any of these items, please contact the MTAA Super Customer Service Centre on 1300 362 415.

Form

Size

Membership Application
Use this form to become a new employer-supported member or personal member of MTAA Super. Please note this application form is only available within the Product Disclosure Statement for Members (Member Handbook)

2.2mb

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

101kb

Identification and certification requirements
This describes the identification requirements to allow withdrawals from your Super Fund

16kb

Identification and certification requirements for change of name
This describes the documentation required by the Fund for a change of name

16kb

Matching insurance cover form

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

127kb

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

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

 94kb

Application to transfer to the non-manual insurance cover

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

111kb

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

51kb

Voluntary contribution application 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.

68kb

Deduction for personal super contributions
Use this form if you wish to claim a tax deduction for your personal contribution

188kb

All forms, reports and fact sheets are in PDF format. To view PDF files you will need Adobe Acrobat Reader. Get your free copy at Adobe.

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