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FUND SWITCH/PREMIUM REDIRECTION/ AUTOMATIC FUND REBALANCINGiPlease remember to... And for Corporate Policies Countersign against any amendments Ensure that the appropriate boxes are checked Note that
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How to fill out fundswitch premium redirection form

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How to fill out fundswitch premium redirection form

01
Obtain a copy of the fundswitch premium redirection form from your insurance provider.
02
Read and understand the instructions provided on the form.
03
Fill in your personal details such as your name, policy number, and contact information.
04
Indicate the source policy from where you want to redirect your premium funds.
05
Specify the target policy to which you want the premium funds to be redirected.
06
Provide any additional information or instructions as required.
07
Review the completed form for any errors or missing information.
08
Sign and date the form.
09
Submit the form to your insurance provider through the designated channel.
10
Keep a copy of the filled form for your records.

Who needs fundswitch premium redirection form?

01
Anyone who wishes to redirect premium funds from one policy to another may need to fill out the fundswitch premium redirection form.
02
This form is typically used by policyholders who want to transfer their premium payments from an existing policy to a new or different policy within the same insurance provider.
03
It is advisable to consult with your insurance provider to confirm if this form is applicable to your specific situation.
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The fundswitch premium redirection form is a document used to request a change in the investment choices for an insurance policy.
Policyholders or beneficiaries who wish to change the investment choices for their insurance policy are required to file the fundswitch premium redirection form.
To fill out the fundswitch premium redirection form, the policyholder or beneficiary must provide their personal information, policy details, new investment choices, and sign the form.
The purpose of the fundswitch premium redirection form is to allow policyholders or beneficiaries to change the investment choices for their insurance policy.
The fundswitch premium redirection form must include personal information, policy details, new investment choices, and the signature of the policyholder or beneficiary.
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