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SRIRAM LIFE INSURANCE COMPANY LIMITED FUND SWITCH REQUEST FORM Place: Date: policyholder / Life Assured Name: Policy No: Date of commencement of policy: Name of the Plan: Fund Switch Request:From

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How to fill out fund switch form

01

Obtain the fund switch form from the investment company or financial institution.

02

Fill in your personal details, including your name, address, and contact information.

03

Provide your account details, such as the account number and type.

04

Specify the funds you want to switch from and the funds you want to switch to.

05

Indicate the amount or percentage of the switch for each fund.

06

Sign and date the form.

07

Submit the completed form to the investment company or financial institution.

08

Wait for the requested fund switch to be processed.

Who needs fund switch form?

01

Anyone who holds investment funds and wants to change their investment allocation may need a fund switch form.

02

Investors who want to switch their investment from one fund to another within the same company or institution will require a fund switch form.

03

People who wish to adjust their portfolio's asset allocation or risk profile may also make use of a fund switch form.

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What is fund switch form?

Fund switch form is a document used to transfer investments or assets from one fund to another within the same financial institution.

Who is required to file fund switch form?

Any investor or account holder who wishes to switch their investments between funds within the same financial institution is required to file a fund switch form.

How to fill out fund switch form?

To fill out a fund switch form, the investor must provide their account information, details of the funds they are switching between, the amount to be transferred, and any supporting documentation required by the financial institution.

What is the purpose of fund switch form?

The purpose of fund switch form is to facilitate the transfer of investments between funds within the same financial institution, allowing investors to adjust their portfolio allocations.

What information must be reported on fund switch form?

The fund switch form must include the investor's account details, the names of the funds involved in the switch, the amount to be transferred, and any other required information specified by the financial institution.

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