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PAYMENT DETAIL/CHECK COPY REQUEST Nationwide Private Sector Retirement Plans 18005486436 Fax: 1877NF401ks (18776340157) Section 1 CASE INFORMATION Use this form when requesting copies of checks that
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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
Start by filling in your personal information such as your full name, contact details, and any relevant account or member numbers.
02
Clearly state the investment option you would like to add to your existing portfolio. Provide the name or code of the option, along with any additional details that may be required.
03
Indicate the specific amount or percentage of your funds that you wish to allocate to the new investment option. Be as precise as possible to avoid any confusion.
04
If there are any specific instructions or conditions regarding the addition of this investment option, make sure to include them in the request form. This could involve timing, limitations, or any other relevant details.
05
Review all the information you have provided to ensure accuracy and completeness. Double-check your personal details and the investment option details to minimize any errors.

Who needs an investment option addition request:

01
Individuals who want to diversify their investment portfolio by adding new options.
02
Investors who have researched and identified a specific investment option that aligns with their financial goals and risk tolerance.
03
Clients who hold existing investment accounts or memberships with financial institutions, such as banks, mutual fund companies, or brokerage firms.
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The investment option addition request is a formal request submitted to add a new investment option to a particular investment portfolio.
The fund manager or the person responsible for managing the investment portfolio is required to file the investment option addition request.
The investment option addition request can be filled out by providing details of the new investment option, reasons for adding it, and any other relevant information requested in the form.
The purpose of the investment option addition request is to request approval for adding a new investment option to diversify the investment portfolio.
Information such as the name of the new investment option, investment strategy, risk assessment, and performance projections must be reported on the investment option addition request.
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