Forms

The fastest way to update and manage your holding is to register now for the Investor Centre. 

Unitholders in unlisted funds and their advisors should log into the website provided in your welcome letter. If you have lost this information please contact Investor Services using the telephone number on your most recent statement.

Please refer to the Investor Centre to view and update your holdings online.

Note: forms should be sent either via email or post - not both.

Forms should be emailed to:

• Share Sale Forms: sharesales@cm.mpms.mufg.com
• All Other Forms: forms@cm.mpms.mufg.com

Holding Management

Retail Forms

Institutional Investors

Deceased Estate Settlement Services

Dealing with the loss of a loved one is incredibly difficult, and managing their financial affairs can add significant stress. As each Estate is unique, we've created a step-by-step questionnaire to help us understand your specific situation and guide you through the forms and documents required.

Visit our Deceased Estate Settlement Services for more information and support.

FATCA/CRS & AML/CTF

Unlisted Funds

Issuers with US-sourced income are subject to the withholding tax requirements of the United States Internal Revenue Services (IRS). The amount of tax withheld may be reduced to 15% if the beneficial owner claims a reduction in accordance with the tax treaty between some countries such as Australia and New Zealand, and the United States.

To apply for this reduced rate, please complete the appropriate form based on your holding type.

To help you complete the form, we have provided sections you need to complete below:

• Individual Investors - If your investment is in the name of an individual (e.g. John Smith), complete and return form W-8 BEN for Individuals.
• Self-Managed Super Fund Trustees - If your investment is in the name of a Self-Managed Superannuation Fund (e.g. John Smith and trustee for Smith Family Trust or Smith Pty Ltd as trustee for Smith Family Trust) complete and return form W-8 BEN-E for Entities. Superannuation funds should be marked as a Complex trust at Part I section 4 and as an Exempt retirement plan at section 5. You should also mark box E at Part XV.
• Other Investors - If you are a company, complete and return form W-8 BEN-E for entities. Guidance in how to complete this form can be found at http://www.irs.gov/pub/irs-pdf/iw8bene.pdf

If your investment is in joint names, a form must be completed for each named investor.

By not lodging the appropriate W-8 form/s and claiming treaty rate tax, where eligible, US Tax is withheld at 30% from your dividends and distributions.

Please note: MUFG Pension & Market Services is unable to give taxation advice. You will need to refer to your own tax adviser for further information.