Get Au Mlc Kit A121840 2021-2025

This guide provides clear, step-by-step instructions for filling out the AU MLC KIT A121840 form online. Whether you are a first-time user or looking to refresh your knowledge, this helpful document will support you in completing the form accurately.

Follow the steps to fill out the AU MLC KIT A121840 form

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing your personal details, including your name, date of birth, and contact information. Ensure that all fields are filled out correctly.
3. Enter your tax file number (TFN) in the respective field to assist with identity verification.
4. Provide your residential address accurately, ensuring it's not a P.O. Box address.
5. Complete the section on rollovers and contributions by detailing any funds you wish to transfer into the MLC Navigator Retirement Plan Series 2, specifying the amounts and sources.
6. Select the investment options available to you, and choose whether to allocate contributions to the Cash Account or other investments.
7. Review your adviser service fees and confirm any arrangements with your financial adviser in the appropriate section.
8. Nominate your beneficiaries, ensuring you adhere to the guidelines regarding the types of nominations acceptable.
9. Once all sections have been filled out, review the entire form for accuracy and completeness before submitting.
10. Finalize your application by signing the declaration section and submit the form as instructed.

Visit mlc.com.au to complete your AU MLC KIT A121840 form online today!