To help make finding these forms easier, below are some of the more common forms that our clients request.

FACT SHEETS

• Securing Your Future
• Lost Super

SUPER

• Standard Super Choice Form
• Standard Super Rollover Form

CFS FirstChoice Employer Super

• Consolidation flyer
• Investor change of details
• Investor investment selection
• Binding Nomination
• Rollover of Insurance (internal)
• Rollover of Insurance (external)
• Reduction of Employer Insurance Cover

CFS FirstChoice Personal Super

• Investor change of details
• Investment switch

CFS FirstChoice Wholesale Super

• Investor change of details
• Investment switch

MLC MasterKey Business Super

• Consolidate your super
• Updating your account details form
• Request for insurance form
• New enrolment details
• Remittance Advice
• Withdrawal Form

MLC MasterKey Superannuation

• Consolidate your super
• Change of account details form
• Switch and investment strategy change form
• Withdrawal form

INVESTMENTS

CFS FirstChoice Managed

• Investment Funds change of details
• Investment Funds switch
• Investment withdrawal form

CFS FirstChoice Wholesale Managed

• Investment Funds change of details
• Investment Funds switch form
• Investment withdrawal form

MasterKey Custom

• Investment authority

MLC MasterKey Unit Trust

• Change of account details form
• Change of investment strategy form
• Redemption request

MLC MasterKey Investment Service

• Change of account details form
• Switch and investment strategy change form
• Withdrawal form

ALLOCATED PENSION

MLC MasterKey Pension

• Change of account details form
• Investment strategy change form
• Withdrawal form

CFS FirstChoice Wholesale

• Allocated Pension change of account details form
• Pension investment strategy change form
• Pension withdrawal form

INSURANCE

• MLC direct debit request form
• MLC credit card authority form