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Reallocation Request from Gen worth Life and Annuity Insurance Company Gen worth Life & Annuity P Box 10717. O. Lynchburg, VA 24506 Tel: 800 221.9501 Fax: 434 522.2904 genworth.com Page 1 of 3 set

How to fill out reallocation request - genworth

How to fill out reallocation request - genworth

1. Step 1: Start by downloading the reallocation request form from the Genworth website.
2. Step 2: Fill out your personal information such as your name, address, and contact details.
3. Step 3: Indicate the policy number and type of policy that requires reallocation.
4. Step 4: Provide details about the current allocation and the desired reallocation, including the percentage amounts or specific funds involved.
5. Step 5: If necessary, attach any supporting documents or statements that may be required.
6. Step 6: Review the completed form for accuracy and ensure all necessary information is provided.
7. Step 7: Sign and date the reallocation request form.
8. Step 8: Submit the form to Genworth either by mail or through their online portal.
9. Step 9: Keep a copy of the completed form for your records.
10. Step 10: Wait for Genworth to process your reallocation request and provide any further instructions, if needed.

Who needs reallocation request - genworth?

1. Anyone who holds a Genworth insurance policy and wishes to make changes to the allocation of funds within their policy may need to submit a reallocation request.
2. This could include policyholders who want to adjust the percentage of funds allocated to different investment options, switch from one fund to another, or make other changes to their policy's asset allocation.
3. It is recommended to consult with a financial advisor or Genworth representative before submitting a reallocation request to ensure it aligns with your financial goals and needs.

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What is reallocation request - genworth?

Reallocation request - genworth is a formal request made to Genworth to change the allocation of assets within a given account.

Who is required to file reallocation request - genworth?

Any policyholder or account holder who wants to change the allocation of assets within their account at Genworth is required to file a reallocation request.

How to fill out reallocation request - genworth?

To fill out a reallocation request with Genworth, policyholders can typically do so online through their account portal or by contacting Genworth directly for assistance.

What is the purpose of reallocation request - genworth?

The purpose of a reallocation request with Genworth is to adjust the investment mix within an account to better align with an individual's financial goals and risk tolerance.

What information must be reported on reallocation request - genworth?

The information required on a reallocation request with Genworth typically includes account details, desired allocation changes, and the reason for the changes.