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INVESTMENT PORTFOLIO CHANGE REQUEST for Designated Donor Advised Funds As a donor/fund advisor at In Faith Community Foundation, you have the flexibility to recommend how your donor advised fund is
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How to fill out an investment portfolio change request:

01
Begin by obtaining a copy of the investment portfolio change request form from your financial institution or investment advisor.
02
Read the instructions provided on the form carefully to ensure you understand the requirements and necessary information.
03
Fill in your personal details, including your full name, contact information, and any client or account numbers that may be required.
04
Clearly state the reason for requesting a change to your investment portfolio. This could include a desire to switch funds, adjust asset allocation, or modify investment objectives.
05
Provide specific details about the changes you wish to make. This may involve specifying the amount or percentage of funds to be moved, the specific assets or investments you wish to include or exclude, or any other necessary details.
06
Ensure that you sign the form in the designated space and date it accordingly.
07
Attach any supporting documents that may be needed to process the change request, such as relevant account statements or investment research.
08
Double-check all the information provided on the form for accuracy and completeness.
09
Once you are satisfied with the completed form, submit it as directed by your financial institution or investment advisor.

Who needs an investment portfolio change request?

01
Individuals who want to make changes to the composition of their investment portfolio.
02
Investors who wish to adjust their asset allocation or investment strategy.
03
Clients of financial institutions or investment advisors who have specific investment goals or objectives that require portfolio modifications.
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The investment portfolio change request is a formal request to make changes to the investments in a portfolio.
Investors or account holders who wish to make changes to their investment portfolio are required to file the request.
To fill out the investment portfolio change request, one must provide detailed information about the desired changes and submit it to the appropriate financial institution or advisor.
The purpose of the investment portfolio change request is to ensure that the investment portfolio reflects the current financial goals and risk tolerance of the investor.
Information such as current holdings, desired changes, reasons for the changes, and any specific instructions must be reported on the investment portfolio change request.
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