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OLD MUTUAL SUPERFUND OLD MUTUAL MULTIMANAGERS FORGIVE INVESTMENT ELECTION FORM Please complete this form, using CAPITAL/BLOCK LETTERS in blue or black ink. Please complete this form to indicate your

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How to fill out investment election form

01

Step 1: Obtain an investment election form from your investment advisor or financial institution.

02

Step 2: Read and understand the instructions provided with the form.

03

Step 3: Fill out your personal information such as name, address, and social security number.

04

Step 4: Indicate the type of investment you wish to make and the amount you want to allocate.

05

Step 5: Review all the information you have entered to ensure accuracy.

06

Step 6: Sign and date the form.

07

Step 7: Submit the completed form to your investment advisor or financial institution.

08

Step 8: Keep a copy of the form for your records.

Who needs investment election form?

01

Anyone who wants to make an investment through a specific investment advisor or financial institution may need an investment election form.

02

Employees participating in employer-sponsored retirement plans like 401(k) or 403(b) may also need to complete an investment election form to choose their investment options.

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What is investment election form?

The investment election form is a document used to choose how an individual's investments will be managed.

Who is required to file investment election form?

Any individual who has investments that need to be managed or allocated.

How to fill out investment election form?

The investment election form can be filled out online or on paper, and will require information about the individual's investment goals and preferences.

What is the purpose of investment election form?

The purpose of the investment election form is to provide a clear outline of how an individual's investments should be managed.

What information must be reported on investment election form?

The investment election form will require information such as investment preferences, risk tolerance, and investment time horizon.

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