Get the free Fund Switch/Premium Redirection Form

2. Request s received before 12pm on a business day by Aviva will use the next business day s pricing. I/We consent to Aviva and Aviva related group of companies collecting using and/or disclosing my/our personal data for the processing of the above transaction and such other purposes ancillary or related to the administering of the policy/policies account s and/or managing my/our relationship with Aviva. I/We also consent to Aviva and Aviva related group of companies transferring my/our...

How to fill out fund switchpremium redirection form

How to fill out fund switchpremium redirection form

1. Open the fund switch/premium redirection form.
2. Read the instructions carefully before filling out the form.
3. Enter your personal details such as name, address, and contact information.
4. Provide your policy number and other relevant details.
5. Choose the funds you want to switch or redirect your premium to.
6. Indicate the amount or percentage you want to switch or redirect.
7. Double-check your entries for accuracy and completeness.
8. Sign and date the form.
9. Submit the completed form to the appropriate authority or department.

Who needs fund switchpremium redirection form?

1. Policyholders who want to change their investment allocation within their policy's fund options.
2. Policyholders who wish to redirect their premium payments to different funds.
3. Individuals who have experienced changes in financial goals and risk tolerance and want to reallocate their investments accordingly.
4. Those who want to take advantage of better performing funds offered by their insurance or investment provider.
5. Policyholders who want to make adjustments to their investment strategy.

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What is fund switchpremium redirection form?

The fund switch/premium redirection form is a document used to change the investment allocation of funds in an insurance policy or investment account.

Who is required to file fund switchpremium redirection form?

Policyholders or investors who wish to make changes to their investment allocations are required to file the fund switch/premium redirection form.

How to fill out fund switchpremium redirection form?

To fill out the fund switch/premium redirection form, policyholders or investors must provide their personal information, policy/account details, desired investment changes, and signatures.

What is the purpose of fund switchpremium redirection form?

The purpose of the fund switch/premium redirection form is to allow policyholders or investors to reallocate their funds based on their investment goals or preferences.

What information must be reported on fund switchpremium redirection form?

The fund switch/premium redirection form typically requires information such as policyholder/investor name, policy/account number, current investment allocation, desired investment changes, and signatures.