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INVESTMENT OPTION ADDITION REQUEST Wad ell & Reed Advisors Extended Fund List Nationwide Retirement Plans 18005486436 Fax: 1877NF401ks (18776340157) Section 1 GENERAL INFORMATION Case Number: (Obtain
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How to fill out investment option addition request

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How to fill out an investment option addition request:

01
Start by obtaining the necessary form for the investment option addition request. This form can usually be obtained from your investment service provider or downloaded from their website.
02
Begin by filling out your personal information on the form. This includes your name, address, contact information, and any other required identification details.
03
Next, indicate the specific investment option you wish to add to your portfolio. Provide details such as the name of the investment option, its ticker symbol (if applicable), and any other relevant information that helps identify the option.
04
If there is a specific account or portfolio where you want the investment option added, indicate this on the form. Provide the account number or any other required information related to the account.
05
If there are any specific instructions or preferences regarding the investment option, such as the desired allocation or investment strategy, include these details on the form as well.
06
Review the form thoroughly to ensure all the information provided is accurate and complete. Any errors or missing information could delay the process or result in the request being rejected.
07
After reviewing, sign and date the form to confirm your authorization for the investment option addition request.

Who needs an investment option addition request?

01
Individual investors who already have an existing investment portfolio but want to include a new investment option in it.
02
Investment professionals such as financial advisors or portfolio managers who make investment decisions on behalf of their clients and need to add a new option to their clients' portfolios.
03
Institutions or organizations that manage investment portfolios and require the addition of a specific investment option to the portfolio.
It is important to note that the requirements for submitting an investment option addition request may vary depending on the investment service provider or institution. It is advisable to consult the provider's guidelines or contact their customer service for any specific instructions or additional documentation that may be required.
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An investment option addition request is a formal request submitted to add a new investment option to an existing portfolio.
Investors or individuals managing investment portfolios are required to file an investment option addition request.
To fill out an investment option addition request, one must provide details of the new investment option including name, category, risk level, and potential returns.
The purpose of an investment option addition request is to expand the range of investment options available in a portfolio to potentially increase returns and diversify risk.
Information such as the name of the new investment option, category, risk level, potential returns, and rationale for adding it must be reported on an investment option addition request.
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