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INVESTMENT SWITCH FORM FUTURE CONTRIBUTIONS To the Trustee 1. Personal Details (Please complete ALL sections in BLOCK CAPITALS)Title:Surname:First Name(s):Employee Number:Date of Birth:National Insurance
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How to fill out investment switch form

01
To fill out the investment switch form, follow the steps below:
02
Access the investment switch form on the company's website or get a physical copy from the nearest branch.
03
Fill in your personal information, including name, contact details, and account number.
04
Specify the current investment options you want to switch from and the investment options you want to switch to.
05
Indicate the percentage or amount you want to allocate to each investment option.
06
Review the form thoroughly to ensure accuracy and completeness.
07
Sign and date the form.
08
Submit the form through the designated channel, such as online submission or in-person at the branch.
09
Keep a copy of the form for your records.

Who needs investment switch form?

01
The investment switch form is needed by individuals who are already investing in a particular investment option but want to switch to different investment options within the same company or investment provider.
02
It may also be required by individuals who want to adjust their investment allocation or redistribute their investment funds among different options offered by the company.
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Investment switch form is a document used to transfer investments from one fund to another within the same investment account.
Investors who wish to change their investment holdings within the same account are required to file investment switch form.
To fill out the investment switch form, investors need to provide their account information, details of the funds they are switching from and to, and sign the form to authorize the switch.
The purpose of the investment switch form is to facilitate the transfer of investments between funds within the same account for investors.
The investment switch form must include account details, fund names and symbols, amount to be switched, date of switch, and investor's signature.
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