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Get the free Choice of fund form - RetireSelect

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2) Confirm to your employer that Retire Select Super is a complying fund. ... Retire Select is a superannuation fund established in ... Choice of Fund Form.
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How to fill out choice of fund form

01
To fill out the choice of fund form, follow these steps:
02
Start by reading the instructions provided on the form.
03
Provide your personal information such as name, address, and contact details.
04
Select the type of fund you want to choose from the available options.
05
Carefully review and understand the investment strategies and risks associated with each fund choice.
06
Indicate the percentage or amount of your investment for each selected fund.
07
Fill in any additional information or special instructions, if required.
08
Double-check the form for any errors or omissions.
09
Sign and date the form to validate your choices.
10
Submit the form to the appropriate entity or organization.
11
Keep a copy of the filled form for your records.

Who needs choice of fund form?

01
Anyone who wishes to choose specific investment funds for their portfolio needs the choice of fund form.
02
This form is typically required by banks, financial institutions, investment firms, and retirement plans.
03
Individuals who have retirement accounts, brokerage accounts, or savings plans may also need to fill out this form.
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The choice of fund form is a document that allows individuals to select which retirement fund they want their contributions to be directed to.
All employees who are eligible to contribute to a retirement fund are required to file a choice of fund form.
The choice of fund form can typically be filled out online or in paper form, and requires the employee to select their preferred retirement fund.
The purpose of the choice of fund form is to allow individuals to direct their retirement contributions to the fund of their choice.
The choice of fund form typically requires the employee's personal information, preferred retirement fund, and contribution amount.
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