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INVESTMENT OPTION ADDITION REQUEST RETIREMENT INNOVATOR ADVANTAGE Nationwide Retirement Plans 18005486436 Fax: 1877NF401ks (18776340157) Section 1 GENERAL INFORMATION Case Number: (Obtain this information

How to fill out investment option addition request

Point by point guide on how to fill out an investment option addition request:

1. Start by gathering all the necessary information: Before filling out the investment option addition request, make sure you have all the required information at hand. This may include the name and account details of the investor, the specific investment option you wish to add, and any supporting documentation or identification.
2. Locate the investment option addition request form: Contact your financial institution or investment provider to obtain the specific investment option addition request form. This form can usually be found on their website or requested from their customer service department.
3. Fill in personal details: Begin by filling in your personal details such as your name, contact information, account number, and any other requested identification information. Ensure that all information provided is accurate and up-to-date.
4. Specify the desired investment option: Clearly indicate the investment option you wish to add to your portfolio. Include any specific details such as the fund name, ticker symbol, or any other pertinent information that identifies the investment option accurately.
5. Provide any supporting documentation: If there are any supporting documents required, such as proof of identification, income, or investment eligibility, ensure that you attach these documents to the request form. This will help expedite the process and prevent any delays.
6. Review and double-check the form: Before submitting the request, carefully review all the information filled out on the form. Check for any errors or omissions, ensuring that all sections have been completed accurately. This step is crucial to avoid any unnecessary complications or delays.
7. Submit the request: Once you are confident that the form is complete and accurate, submit the investment option addition request. Depending on the financial institution, this can usually be done online, through mail, or in person at a branch office. Take note of any specific submission instructions provided by the institution.
8. Keep a copy for your records: Before submitting the request, make a copy of the completed form and keep it for your records. This will serve as proof of your request and the details provided.

Who needs an investment option addition request?

An investment option addition request is typically required by individuals or organizations who already hold investment accounts and wish to diversify their portfolio by adding new investment options. This request allows investors to allocate their funds towards specific investment vehicles or sectors according to their financial goals and risk tolerance. It is necessary for those who want to take advantage of new investment opportunities or make changes to their existing investments.

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What is investment option addition request?

The investment option addition request is a formal application to add a new investment option to an existing investment portfolio.

Who is required to file investment option addition request?

Any individual or entity looking to add a new investment option to their portfolio is required to file the investment option addition request.

How to fill out investment option addition request?

The investment option addition request can be filled out by providing details about the new investment option, including its name, type, risk level, historical performance, and any fees associated with it.

What is the purpose of investment option addition request?

The purpose of the investment option addition request is to formally request the addition of a new investment option to an existing portfolio in order to diversify investment holdings.

What information must be reported on investment option addition request?

The investment option addition request must include information about the new investment option, such as its name, type, risk level, historical performance, and any associated fees.

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