Get Mlc Navigator Retirement Plan Series 2 - Supplementary Product Disclosure Statement

Filling out the MLC Navigator Retirement Plan Series 2 - Supplementary Product Disclosure Statement online can seem daunting, but this guide will simplify the process for you. Follow the steps below to ensure a smooth completion of the form.

Follow the steps to fill out the MLC Navigator Retirement Plan online effectively.

1. Click the 'Get Form' button to obtain the form and open it in your preferred editor.
2. Begin by entering your personal details in the designated fields including your name, date of birth, and tax file number, ensuring accuracy for identification purposes.
3. Confirm your residential address, as this information must not be a PO Box. Include all relevant details such as unit number, street number, and postcode.
4. Specify if you are making any initial contributions or rollovers. If rolling over from other funds, provide the details such as fund name and amount.
5. Select the type of pension you wish to open, like a Transition to Retirement or an Account Based Pension, and indicate your annual income preference.
6. Review and select your investment strategy, specifying how your initial contributions should be allocated among different investment options.
7. Complete the beneficiary nomination section carefully, choosing between non-lapsing, lapsing, or non-binding nominations. Make sure your choices reflect your current personal circumstances.
8. Read and agree to the terms and conditions of the Direct Debit Request if you are using this payment method for contributions.
9. After completing all sections, review your information for accuracy. If everything is correct, proceed to sign and date the form.
10. Submit the completed form either by mailing it to the specified address or using electronic submission methods as indicated.

Complete your MLC Navigator Retirement Plan Series 2 application online today and take important steps towards managing your retirement funds effectively.