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INVESTMENT OPTION ADDITION REQUEST Ameriprise Financial Nationwide Retirement Plans 18005486436 Fax: 1877NF401ks (18776340157) Section 1 GENERAL INFORMATION Case Number: (Obtain this information from
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How to fill out investment option addition request

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How to fill out investment option addition request:

01
Obtain the necessary forms: Contact your investment provider or financial institution to request the investment option addition request form. They may provide it physically or have it available for download on their website.
02
Fill out personal information: Start by providing your personal details such as your full name, address, phone number, and email address. This information is required to identify you as the account holder.
03
Specify the investment option: Indicate the specific investment option you wish to add to your existing portfolio. Include the name of the option, any relevant codes or symbols, and the desired amount or percentage to invest.
04
Provide account information: In this section, you will need to provide details about the account where the investment should be added. This typically includes the account number, account type (e.g., individual, joint, retirement), and the name of the account holder(s).
05
Review and sign: Carefully review all the information you have provided to ensure its accuracy. If any corrections are needed, make sure to make them before signing the form. Affix your signature and the date on the designated space at the bottom of the form.
06
Submit the request: Once you have completed and signed the investment option addition request form, follow the instructions provided by your investment provider or financial institution to submit it. This may involve mailing the form, faxing it, or submitting it electronically through their online portal.

Who needs investment option addition request?

01
Existing investors: Individuals who already have investment accounts and wish to diversify their portfolio or take advantage of new investment options may need to fill out an investment option addition request. This allows them to expand their investment choices and potentially enhance their financial growth.
02
Investment firms: Investment firms or financial institutions that offer a wide range of investment options often require their clients to fill out an investment option addition request to formalize the process. This helps them keep accurate records of the investments made by their clients and allocate the funds accordingly.
03
Retirement account holders: Those who hold retirement accounts such as Individual Retirement Accounts (IRAs) or 401(k)s may need to fill out an investment option addition request to add new investment options to their portfolio. This enables them to customize their retirement savings strategy and adapt to changing market conditions.
Note: The specific requirements for investment option addition requests may vary depending on the investment provider or financial institution. It is advisable to carefully read the instructions provided with the form or consult with a financial advisor for any specific guidance.
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An investment option addition request is a formal submission to add a new investment option to a specific investment fund or account.
The fund manager or administrator is typically required to file the investment option addition request.
The request should include details about the new investment option, such as its name, objective, risk profile, and any associated fees.
The purpose is to allow investors to have access to a wider range of investment options to diversify their portfolios.
The request must include detailed information about the new investment option, as well as any relevant regulatory requirements.
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