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Caring For Those Who Serve 1901 Chestnut Avenue Glenview, Illinois 60025-1604 1-800-851-2201 www.gbophb.org Investment Election Form United Methodist Personal Investment Plan (UMP IP), Clergy Retirement
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What is investment election form?
The investment election form is a document used to indicate how an individual or entity wishes to allocate their investments.
Who is required to file investment election form?
Any individual or entity that has investments and wishes to specify how those investments should be allocated must file an investment election form.
How to fill out investment election form?
The investment election form can typically be filled out online or on paper, and the individual must indicate their desired asset allocation and investment choices.
What is the purpose of investment election form?
The purpose of the investment election form is to provide clarity and direction on how investments should be managed and allocated for a specific individual or entity.
What information must be reported on investment election form?
The investment election form typically requires information on asset allocation preferences, risk tolerance, and investment objectives.
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