Get the free Auto Re-Balancing Enrollment Form MONY ... - AXA Equitable

MONY Life Insurance Company of America MLOA Not Licensed in New York Regular Mail Express Mail PO Box 4720 100 Madison Street MD 32-10 Syracuse NY 13202 Fax 866 -505-0253 Auto Re-Balancing Enrollment Form MONY Variable Universal Life VUL/SVL Introduced 6/2003 Form No. 16127LA 052011 Toll Free 1-800-487-6669 Select One o Initiate Auto Re-Balancing Program o Change existing Auto Re-Balancing Program I.

How to fill out auto re-balancing enrollment form

How to fill out auto re-balancing enrollment form:

1. Begin by gathering all the necessary information and documents required for the enrollment form, such as your account details, investment preferences, and contact information.
2. Carefully review the form and ensure that you understand each section before proceeding. Look for any specific instructions or additional documents that may be required.
3. Start by providing your personal information, including your full name, address, phone number, and email address. Make sure to enter accurate and up-to-date information.
4. Move on to the section that requests your account details, such as your account number, type of account, and any associated payment instructions.
5. Consider your investment preferences and risk tolerance carefully. Some forms may require you to indicate your desired asset allocation and investment strategy.
6. If applicable, provide information about any existing investments or portfolios that you would like to include in the auto re-balancing process.
7. Double-check all the information you have provided to ensure its accuracy. It's essential to avoid any errors or omissions that could impact the auto re-balancing process.
8. Sign and date the form as required. Some forms may also require you to provide additional signatures, such as a joint account holder or legal representative, if applicable.
9. If necessary, include any supporting documentation or paperwork that may be requested or mentioned in the form.
10. Once you have completed the form, review it one final time to ensure that all relevant sections are filled out correctly. Keep a copy for your records and submit the form through the designated method, such as mail, email, or an online portal.

Who needs auto re-balancing enrollment form:

1. Individuals who have investment accounts and wish to automate the process of maintaining the desired asset allocation.
2. Investors who want to minimize the impact of market fluctuations on their portfolio and ensure their investments are in line with their long-term goals.
3. Those who lack the time or expertise to actively manage their investment portfolio and prefer a systematic approach to maintain a balanced asset mix.

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What is auto re-balancing enrollment form?

The auto re-balancing enrollment form is a document that allows individuals or entities to automatically adjust their investment portfolio based on predetermined criteria.

Who is required to file auto re-balancing enrollment form?

Any individual or entity who wishes to utilize the auto re-balancing feature for their investment portfolio is required to file the enrollment form.

How to fill out auto re-balancing enrollment form?

To fill out the auto re-balancing enrollment form, you need to provide your personal or entity information, specify the investment criteria to be used for re-balancing, and sign the form.

What is the purpose of auto re-balancing enrollment form?

The purpose of the auto re-balancing enrollment form is to allow individuals or entities to maintain a desired asset allocation by automatically adjusting their investment portfolio based on predefined criteria.

What information must be reported on auto re-balancing enrollment form?

The auto re-balancing enrollment form typically requires the reporting of personal or entity information, the desired investment criteria for re-balancing, and any specific instructions or preferences.