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INVESTMENT CHANGE FORM FOR CLASS, CLASS PLUS, CLASS PLUS 2, CLASS PLUS 2.1, CLASS PLUS 3.0 AND EMPIRE LIFE GIF CONTRACTS Throughout this form, Empire Life means The Empire Life Insurance Company and
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01
To fill out the investment change form, follow these steps:
02
Obtain the investment change form from the respective financial institution or online platform.
03
Fill in your personal details such as your name, contact information, and account number.
04
Specify the type of investment you currently hold and provide relevant details such as the investment's name, symbol, or code.
05
Indicate the changes you wish to make to your investment. This may include modifying the investment amount, switching to a different investment option, or reallocating your funds.
06
Fill in any additional information or instructions that may be required for the specific changes you are making.
07
Review the form for accuracy and completeness.
08
Sign the form and date it.
09
Submit the completed investment change form to the designated authority or follow the instructions provided by your financial institution.

Who needs investment change form for?

01
The investment change form is typically needed by individuals who wish to make changes to their existing investments, such as adjusting the investment amount, switching to a different investment option, or reallocating funds within their investment portfolio.
02
This form may be required by individuals who have investment accounts or holdings with banks, brokerage firms, investment firms, or other financial institutions.
03
It is essential for anyone who wants to update or modify their investment preferences or holdings to use the investment change form to ensure that their requests are accurately processed and reflected in their investment accounts.
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The investment change form is used to inform changes in investment portfolio or strategy.
Investors or individuals managing investment portfolios are required to file the investment change form.
To fill out the investment change form, provide relevant information about the changes in the investment portfolio or strategy.
The purpose of the investment change form is to track and document changes in investment portfolios or strategies.
Information such as the changes in investment holdings, strategy adjustments, and reasons for the changes must be reported on the investment change form.
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