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FUND SWITCH / PREMIUM REDIRECTION REQUEST FORMICA REIGN. NO. 142POLICY DETAILS Policy No.: Name of Policyholder: Phone No.:Mobile No.:Email ID:DECLARATIONS I would like to request that my CURRENT
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How to fill out fund switchpremium redirection request

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How to fill out fund switchpremium redirection request

01
To fill out a fund switch/premium redirection request:
02
Start by downloading the fund switch/premium redirection form from the official website.
03
Fill in your personal details, including your name, contact information, and policy/account number.
04
Indicate the current investment funds or policies that you want to switch or redirect.
05
Specify the target investment funds or policies where the money should be transferred to.
06
Provide the desired allocation or percentage for each fund or policy, if applicable.
07
Sign and date the form, certifying that the information provided is accurate and complete.
08
Submit the completed form to the relevant department or address as instructed in the form or on the website.
09
Wait for confirmation from the company regarding the successful processing of your fund switch/premium redirection request.

Who needs fund switchpremium redirection request?

01
Anyone who has an existing investment policy or account and wishes to change their investment allocation or redirect their premium payments may need to fill out a fund switch/premium redirection request.
02
This could be individuals who want to switch their current investment funds to different options within the same company or redirect their premium payments to other policies/accounts.
03
It can also be individuals who are looking to rebalance their investment portfolio or adjust their investment strategy based on their changing financial goals or market conditions.
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Fund switchpremium redirection request is a form used to request the transfer of funds from one investment option to another within a financial institution.
Investors or account holders who wish to switch their investments or redirect premium payments are required to file a fund switchpremium redirection request.
To fill out the fund switchpremium redirection request, the investor needs to provide information such as account details, the amount to be switched or redirected, the reason for the request, and any other relevant information requested by the financial institution.
The purpose of the fund switchpremium redirection request is to facilitate the transfer of funds between different investment options or to redirect premium payments to a different account.
The fund switchpremium redirection request must include account details, the amount to be switched or redirected, the reason for the request, and any other information requested by the financial institution.
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