Get the free Exchange Request - Thrivent Mutual Funds - MF23434. You can download this form to mo...

Thrive Funds Exchange Request Thrive Midsection 1 Owner Information Name of owner (print first, middle, last name and suffix, as applicable) Name of joint owner (print first, middle, last name and

How to fill out exchange request - thrivent

How to fill out exchange request - thrivent

1. To fill out an exchange request with Thrivent, follow these steps:
2. Log in to your Thrivent account.
3. Go to the 'My Account' section.
4. Look for the 'Exchange Request' option and click on it.
5. Fill out the required information, including the reason for the exchange and the details of the investment or policy you want to exchange.
6. Review the information you entered for accuracy.
7. Submit the exchange request.
8. Wait for confirmation from Thrivent regarding the status of your exchange request.
9. Note: The specific steps and options may vary depending on the type of investment or policy you hold with Thrivent. It is recommended to refer to the Thrivent website or contact their customer support for detailed instructions.

Who needs exchange request - thrivent?

1. Anyone who holds an investment or insurance policy with Thrivent and wishes to exchange it for a different investment or policy can make use of the exchange request feature.
2. Individuals who want to switch their current investment or policy to another one within Thrivent's offerings may need to submit an exchange request.
3. Additionally, those who experience changes in their financial goals or circumstances and want to adjust their investment or insurance coverage may find the exchange request process helpful. It allows them to reallocate funds or change policies without the need to close their existing account or policy and open a new one.

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What is exchange request - thrivent?

An exchange request with Thrivent is a formal process by which a policyholder can transfer their investment or insurance policy from one product to another within the Thrivent financial portfolio.

Who is required to file exchange request - thrivent?

Policyholders who wish to change their existing Thrivent insurance or investment products to different options within the Thrivent offerings are required to file an exchange request.

How to fill out exchange request - thrivent?

To fill out an exchange request, policyholders need to complete the designated form provided by Thrivent, providing their personal information, details of the current and new products, and any required signatures.

What is the purpose of exchange request - thrivent?

The purpose of the exchange request is to facilitate the transfer of policy benefits, allowing policyholders to optimize their coverage or investment strategy in alignment with their financial goals.

What information must be reported on exchange request - thrivent?

The exchange request must report the policyholder's personal details, the policy numbers involved, the type of exchange being requested, and any additional relevant information required by Thrivent.