Get the free Investment Change Form for Guaranteed Interest Contracts (GIC)

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INVESTMENT CHANGE FORM FOR GUARANTEED INTEREST CONTRACTS (GIG) Reset FormThroughout this form, Empire Life means The Empire Life Insurance Company.1.0 Contract numberAdvisor or Dealer/rep code-name

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How to fill out investment change form for

01

Start by obtaining the investment change form from the relevant financial institution or investment company.

02

Read the instructions on the form carefully to understand the requirements and any supporting documents that may be needed.

03

Fill out the personal information section accurately, providing your name, address, contact information, and any account or investment numbers.

04

Indicate the specific changes you wish to make by checking the appropriate boxes or filling in the relevant fields.

05

Provide details about the investments you want to change, including the current investment options and the new options you wish to select.

06

If necessary, attach any supporting documentation such as identification proof, income documents, or signed agreements.

07

Review the completed form to ensure all information is accurate and complete.

08

Sign and date the form in the designated areas.

09

Submit the investment change form to the financial institution or investment company through the prescribed channel, which may include mailing, faxing, or submitting it online.

10

Keep a copy of the filled-out form for your records.

Who needs investment change form for?

01

The investment change form is needed by individuals who currently have investments or accounts with a financial institution or investment company and wish to make changes to their existing investment options.

02

This form is specifically for those who want to modify their investment portfolio, switch between investment funds, reallocate assets, or make similar alterations to their current investments.

03

Whether it is a retail investor, a institutional investor, or an individual managing their personal investments, anyone looking to update their investment strategy or make adjustments to their investment holdings may require the investment change form.

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