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Pension Forms

For your convenience a range of forms relating to your pension 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

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

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

Pension: Withdrawal form 

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

91kb

Pension: 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

 

 

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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