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Member Directed Investment Request Footnotes Please complete this form to confirm or apply to have the Member Directed (Reinvested) Investment Approach in respect of your Plan. If you are an existing
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How to fill out member directed investment request

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How to fill out member directed investment request

01
To fill out a member directed investment request, follow these steps:
02
Obtain the member directed investment request form from your investment provider or download it from their website.
03
Fill in your personal information such as your name, address, and contact details.
04
Specify the type of investment request you want to make, such as buying or selling securities, transferring funds, or changing investment allocation.
05
Provide details about the specific investments you wish to make or changes you want to implement.
06
Include any additional information or instructions that are required by your investment provider.
07
Review the completed form to ensure accuracy and make any necessary corrections.
08
Sign and date the form.
09
Submit the form to your investment provider through the designated method, which could be online submission, email, fax, or mail.
10
Keep a copy of the completed form for your records.
11
Await confirmation from your investment provider regarding the processing of your member directed investment request.

Who needs member directed investment request?

01
Anyone who has a self-directed or self-managed investment account may need to fill out a member directed investment request. This can include individual investors, retirement account holders, and other individuals who have control over their investment decisions. The request allows these individuals to make specific investment changes or transactions that may not be included in the regular investment options provided by their investment provider.
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Member directed investment request is a request made by a member of an investment fund to direct how their contributions are invested.
Any member of an investment fund who wishes to have control over the investment of their contributions is required to file a member directed investment request.
To fill out a member directed investment request, the member must specify their investment preferences and sign the request form.
The purpose of member directed investment request is to allow members to have a say in how their contributions are invested.
The member must report their investment preferences and sign the request form.
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