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Get the free Investment Choice Form - LESF Super

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Investment Choice Form Super Member You can now make your investment choice online, using the LESS member login at www.lesf.com.au. (if you require a login, please call the Member Services team on
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How to fill out investment choice form

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How to fill out an investment choice form:

01
Begin by carefully reading and understanding the instructions provided with the form. This will help you gather all the necessary information and make informed investment decisions.
02
Start by providing your personal details, such as your name, address, contact information, and social security number. Ensure the accuracy of these details as they are crucial for identification purposes.
03
Identify your investment objectives. Are you looking for long-term growth, income generation, or capital preservation? Understanding your goals will assist in selecting the appropriate investment options.
04
Evaluate your risk tolerance. This step involves assessing your willingness to take risks with your investments. Some individuals may opt for conservative options, while others may be comfortable with more aggressive investments.
05
Choose the investment options that align with your objectives and risk tolerance. The form will typically provide a list of investment funds or portfolios to select from. Take time to review the available options and understand their performance history, fees, and any additional information provided.
06
Allocate your investment contributions among the selected options. Depending on the form, you may have to indicate the percentage or dollar amount allocated to each option. Consider diversifying your investments to reduce risk.
07
If applicable, review any supplementary information or documents requested to complete the form. These could include beneficiary designations, investment experience, or any special instructions.
08
Finally, review your completed investment choice form for accuracy and completeness. Make sure all required fields are filled out and double-check your information.

Who needs an investment choice form?

01
Individuals planning to invest in retirement or pension plans usually need to fill out an investment choice form. These forms allow individuals to select the investment options and strategies that align with their financial goals.
02
Employees participating in employer-sponsored retirement plans, such as 401(k)s or 403(b)s, often receive investment choice forms. These forms enable employees to customize their investment allocations within the provided fund options.
03
Customers of financial institutions or investment firms may be required to fill out investment choice forms when opening certain types of investment accounts, such as individual retirement accounts (IRAs) or brokerage accounts. These forms allow clients to select the investment products or funds that suit their preferences.
Remember to consult with a financial advisor or seek professional guidance if you have any doubts or questions when filling out an investment choice form. They can provide personalized advice based on your individual circumstances and investment objectives.
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The investment choice form is a document that allows individuals to select where their investments will be placed.
Employees who have retirement savings plans through their employer may be required to file an investment choice form.
To fill out the investment choice form, individuals must provide information about their investment preferences and select where they want their contributions to be invested.
The purpose of the investment choice form is to give individuals control over how their retirement savings are invested.
Information such as investment preferences, risk tolerance, and desired investment options must be reported on the investment choice form.
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