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INVESTMENT ALLOCATION CHANGE DEFERRED COMPENSATION PROGRAM STATE OF WASHINGTON DEPARTMENT OF RETIREMENT SYSTEMS Last Participant Name Social Security Number Mail To: WingStreet/State of WA Plan Administration
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How to fill out investment allocation change
How to Fill Out Investment Allocation Change:
01
Start by accessing your investment account online or contacting your financial advisor to obtain the necessary forms for making an investment allocation change.
02
Carefully review the instructions provided along with the forms to ensure you understand the process and any requirements or limitations involved.
03
Begin by providing your personal information as requested on the form. This typically includes your name, address, social security number, and account number.
04
Look for the section or sections on the form specifically related to investment allocation change. It may be labeled as "Investment Allocation Change Request" or something similar.
05
Indicate the current allocation of your investments by providing the names or symbols of the funds or assets you currently have allocated.
06
Specify the desired allocation for each investment. This can be done by either indicating specific percentages or dollar amounts for each investment, or by choosing from predetermined options offered by your investment provider.
07
If necessary, provide any additional information or instructions requested on the form, such as the reason for the change or any other special considerations.
08
Double-check all the information you have provided to ensure accuracy and completeness.
09
Once you are satisfied with your responses, sign and date the form as required.
10
Submit the completed form as instructed. This may involve either mailing the form to a designated address, faxing it, or submitting it electronically through your online investment account.
Who Needs Investment Allocation Change:
01
Investors who want to adjust their investment portfolio to better align with their financial goals, risk tolerance, or market conditions may need an investment allocation change.
02
Those who previously set their investment allocation but now wish to modify it due to changes in their personal circumstances, such as approaching retirement or experiencing a significant life event, may also require an investment allocation change.
03
Individuals who have reallocated their investments but have not reflected those changes in their current allocation form may need to fill out an investment allocation change to update their records and ensure accurate tracking of their investments.
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What is investment allocation change?
Investment allocation change is the adjustment of how an individual or organization distributes their investment portfolio across different assets.
Who is required to file investment allocation change?
Individuals or organizations who have made changes to their investment allocation are required to file investment allocation change.
How to fill out investment allocation change?
To fill out an investment allocation change, one must provide details of their previous investment allocation and the new allocation.
What is the purpose of investment allocation change?
The purpose of investment allocation change is to reflect changes in financial goals, risk tolerance, or market conditions.
What information must be reported on investment allocation change?
Information such as previous investment allocation percentages, new allocation percentages, reasons for the change, and date of change must be reported on investment allocation change.
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