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San Francisco Electrical Workers Retirement Savings Plan (#59289) Investment Election Form Instead of using this form, you may establish or update your investment elections directly with Fidelity

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How to fill out investment election form

01

Start by reading and understanding the instructions provided with the investment election form.

02

Collect all the necessary information required to fill out the form, such as personal details, investment options, and allocation percentages.

03

Ensure you have the correct form for the investment plan you wish to elect or modify.

04

Begin filling out the form by entering your personal details, including your name, address, social security number, and account information.

05

Review the available investment options and their corresponding allocation percentages.

06

Determine the allocation percentages for each investment option based on your investment strategy and risk tolerance.

07

Enter the allocation percentages in the appropriate fields provided on the form.

08

Double-check all the entered information for accuracy and completeness.

09

Sign and date the form, certifying that the information provided is true and accurate.

10

Submit the completed form according to the instructions provided, whether it is through mail, online submission, or in person.

Who needs investment election form?

01

Anyone who wants to make investment decisions or allocate funds within an investment plan or account may need to fill out an investment election form.

02

This can include employees participating in employer-sponsored retirement plans, individuals managing self-directed brokerage accounts, or anyone wanting to modify their existing investment selections.

03

It is important to consult with the specific investment plan or account provider to confirm if an investment election form is required and the appropriate process for submission.

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What is investment election form?

An investment election form is a document used by investors to make choices regarding their investments.

Who is required to file investment election form?

Investors who want to make changes or decisions regarding their investments are required to file an investment election form.

How to fill out investment election form?

To fill out an investment election form, investors need to provide relevant information about their investments and specify their choices or decisions.

What is the purpose of investment election form?

The purpose of an investment election form is to allow investors to document and communicate their decisions related to their investments.

What information must be reported on investment election form?

Investors must report details about their current investments, proposed changes or decisions, and any supporting documentation required.

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