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Accumulation Section Division 11 January 2018Product Disclosure StatementIncome accounts When moving into retirementRetained Benefit Section When you leaveSpouse Section For your spouseDefined Benefit
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How to fill out investment choice switching form

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How to fill out investment choice switching form

01
Get a copy of the investment choice switching form from your investment provider or download it from their website.
02
Fill in your personal information such as your name, address, and account number.
03
Review the available investment options and decide which ones you want to switch to. You may need to do some research or seek financial advice to make an informed decision.
04
Indicate the percentage or amount you wish to allocate to each of the chosen investment options.
05
If you want to switch all of your investments, make sure to select the 'full switch' option.
06
Sign and date the form to make it legally valid.
07
Submit the completed form to your investment provider via mail, fax, or electronically as per their instructions.
08
Keep a copy of the filled-out form for your records.

Who needs investment choice switching form?

01
Any individual who wishes to change their investment allocations within their investment account needs an investment choice switching form. This form is typically required by investment providers or administrators to process the desired changes. Whether you want to switch between different investment funds, asset classes, or risk profiles, filling out an investment choice switching form is necessary to ensure that your investment portfolio reflects your updated preferences.
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The investment choice switching form is a document that allows investors to change their current investment selections.
All investors who wish to change their current investment selections are required to file the investment choice switching form.
Investors can fill out the investment choice switching form by providing their personal information, current investment selections, desired changes, and any other required details.
The purpose of the investment choice switching form is to facilitate and document changes in investors' investment selections.
Investors must report their personal information, current investment selections, desired changes, and any other required details on the investment choice switching form.
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