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Get Mlc Navigator Retirement Plan Series 2 Product Guide
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How to fill out the MLC Navigator Retirement Plan Series 2 Product Guide online
This guide provides a comprehensive overview of how to fill out the MLC Navigator Retirement Plan Series 2 Product Guide online. It is designed to help users navigate through each section and field of the form efficiently.
Follow the steps to complete your application successfully.
- Click ‘Get Form’ button to obtain the form and open it in your editor.
- Fill out your personal details in section one. This includes your title, first name, middle name, last name, date of birth, and gender.
- Enter your Tax File Number (TFN). If you do not have one, provide information about your exemption status.
- Complete your residential address and ensure it cannot be a PO Box.
- Provide your contact details including home, work, and mobile phone numbers.
- If initiating contributions or rollovers, specify the sources and amounts of each in the investment details section.
- Select your preferred investment method and specify amounts in the corresponding sections.
- Complete the adviser service fee section if applicable, specifying amounts and types of fees.
- Review your nomination of beneficiaries, selecting whether your nomination is binding or non-binding and providing the necessary details.
- Once all sections are filled out, review your form for accuracy and save your changes, download, print, or share the completed form.
Complete your application online today to take the next step in managing your retirement plan.
MLC provides super, pension, investment and insurance solutions and works closely with you and your financial adviser to help grow and protect your wealth. Your financial adviser. MLC Navigator Investment Plan Series 2 is only available to you through a financial adviser or through their authorised representative.
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