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INVESTMENT CHOICE Reinvestment choice form Use this form if you're an existing member and want to make an investment choice for your super or pension account or choose how you want your pension account

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How to fill out investment choice form

01

To fill out the investment choice form, follow these steps:

02

Start by reading the instructions provided with the form.

03

Understand the investment options available to you.

04

Review your investment goals and risk tolerance.

05

Decide on the percentage or amount you wish to allocate to each investment option.

06

Fill in the required personal information, such as name, address, and social security number.

07

Provide any additional documentation required, such as proof of identification or eligibility.

08

Double-check all the information you've entered for accuracy.

09

Sign and date the form.

10

Submit the completed investment choice form as instructed, either by mail or electronically.

11

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

Who needs investment choice form?

01

Anyone who is eligible and wants to make investment decisions regarding their funds needs the investment choice form. This form allows individuals to customize their investment portfolio according to their preferences and financial goals.

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What is investment choice form?

The investment choice form is a document that allows individuals to select how their funds are invested.

Who is required to file investment choice form?

Employees who are part of a retirement plan that offers investment options are typically required to file an investment choice form.

How to fill out investment choice form?

To fill out the investment choice form, individuals must carefully read the instructions provided and select their preferred investment options.

What is the purpose of investment choice form?

The purpose of the investment choice form is to give individuals control over how their retirement funds are invested.

What information must be reported on investment choice form?

The investment choice form typically requires individuals to provide personal information, select investment options, and sign the form.

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