Documents and forms
Help your client with any documents or forms they may need
- I need a form or product disclosure statement
- I want my client’s tax statement
- I want to download a report with all my client’s personal and policy information
- I want to generate a certificate of currency for my client
- I want to see my client’s policy schedule or annual review notice
I need a form or product disclosure statement
Visit Documents and Forms for all forms and product disclosure statements.
I want my client’s tax statement
There are several statements we provide that can be used for tax purposes.
For most policies, you can access your client’s latest tax statements online.
- Select Clients and then Client list in the navigation menu.
- Search and select a client.
- Select the Documents tab.
- Select Download next to the statement.
If you require an annual statement for an SMSF owned policy, please send a request to enquiries.retail@mlcinsurance.com.au or call us on 13 65 22 between 8.30am to 6pm (AEST), Monday to Friday.
For all other policies: Please give us a call on 13 65 22 between 8.30am to 6pm (AEST), Monday to Friday.
I want to download a report with all my client’s personal and policy information
For most policies, you can generate a client report from the reporting tab online.
For all other policies: Please give us a call on 13 65 22 between 8.30am to 6pm (AEST), Monday to Friday.
I want to generate a certificate of currency for my client
For most policies, you can generate a certificate of currency in the document tab online.
- Select Clients and then Client list in the navigation menu.
- Search and select a client.
- Select Download Certificate of currency.
For all other policies: Please give us a call on 13 65 22 between 8.30am to 6pm (AEST), Monday to Friday.
I want to see my client’s policy schedule or annual review notice
For most policies, you can access your client’s latest annual review online.
- Select Clients and then Client list in the navigation menu.
- Search and select a client.
- Select the Documents tab.
- Select Download next to the statement.
For all other policies: Please give us a call on 13 65 22 between 8.30am to 6pm (AEST), Monday to Friday.
We’re here to help
If you need help with any of the following, we may have options available:
- Your client wants to decrease, increase, or alter their insurance cover.
- Your client's circumstances have changed, and so you need to support them to make a change to their policy.
For more information, please call us on 13 65 22. We’re available to help you between 8:30am and 6pm (AEST/AEDT).
Leave us a message
Other ways to get in touch
Call us on 13 65 22
8:30am to 6pm (AEST/AEDT)
Monday to Friday
Outside of Australia? You can call us on
+612 9121 6500
Email us
Write to us
MLC Life Insurance
PO Box 23455 Docklands VIC 3008