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INVESTMENT OPTION ADDITION REQUEST RETIREMENT RESOURCE 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
How to fill out an investment option addition request:
01
Start by gathering all the necessary information and documents. This may include your current investment portfolio, relevant identification documents, and any supporting documents required by your investment provider.
02
Fill out the investment option addition request form. This form is usually provided by your investment provider and may be available either online or in hardcopy format. Ensure that you answer all the required fields accurately and completely.
03
Clearly state the investment option you wish to add. Provide all the relevant details such as the name of the investment option, the investment amount, and any other specific instructions or preferences you may have.
04
If applicable, provide any additional supporting documents or information. This may include any legal agreements or contracts related to the investment option, proof of funds, or any other relevant documentation requested by your investment provider.
05
Review the completed form and supporting documents for accuracy and completeness. Double-check if all the necessary fields have been filled out and if there are any errors or missing information.
06
Submit the investment option addition request. Depending on the procedures of your investment provider, you may need to submit the form and supporting documents electronically through their online portal or submit hardcopies through mail or in person.
07
Follow up with your investment provider to ensure the request has been received and processed. You may want to inquire about the expected timeline for the addition of the new investment option to your portfolio.
08
Keep a copy of the completed form and all the supporting documents for your records.
Who needs an investment option addition request?
01
Individual investors who want to diversify their investment portfolio.
02
Investors who wish to take advantage of new investment opportunities.
03
Individuals who have recently received funds or capital and want to allocate it to specific investment options.
04
Investors who want to adjust their investment strategy or asset allocation by adding new investment options.
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What is investment option addition request?
An investment option addition request is a formal request to add a new investment option to a portfolio.
Who is required to file investment option addition request?
The financial institution or individual managing the 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 online or submitted in writing to the relevant financial institution.
What is the purpose of investment option addition request?
The purpose of the investment option addition request is to expand the investment options available to investors.
What information must be reported on investment option addition request?
The investment option addition request must include details of the new investment option, including its performance history and fees.
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