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Application for Fund Switch &/Premium Redirection (Please read the instructions carefully before proceeding) Date Name of Policy Owner: Policy No: Client ID: Contact No. (Off/Res) Mobile email ID:
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How to fill out fund switch premium redirection

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How to fill out fund switch premium redirection:

01
Log in to your account on the financial institution's website or app.
02
Navigate to the section for fund switches or investment options.
03
Locate the form or option for fund switch premium redirection.
04
Fill in your personal details, such as your name, account number, and contact information.
05
Select the source fund from which you want to redirect the premium.
06
Choose the destination fund or funds to which you want the premium to be directed.
07
Specify the amount or percentage of the premium you want to redirect.
08
Confirm the transaction and review all the provided information for accuracy.
09
Submit the form or complete the process by clicking on the appropriate button.

Who needs fund switch premium redirection:

01
Individuals who want to redirect the premium payments from one investment fund to another.
02
Investors who wish to change their investment strategy or allocate their funds differently.
03
Policyholders who want to take advantage of the performance or benefits offered by a different investment fund.
04
People who have experienced a change in their financial goals or risk tolerance and want to adjust their investments accordingly.
05
Those who are looking for opportunities to maximize their returns or diversify their portfolio.
06
Individuals who want to make their investment portfolio more aligned with their changing needs and objectives.
07
Policyholders who want to take advantage of a promotional offer or better incentives provided by a different investment fund.
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Fund switch premium redirection is the process of transferring funds from one investment option to another within a policy or account.
Policyholders or account holders who wish to change their investment allocations are required to file fund switch premium redirection.
To fill out fund switch premium redirection, policyholders or account holders need to submit a form provided by the financial institution managing their investment.
The purpose of fund switch premium redirection is to allow policyholders or account holders to adjust their investment allocations based on their financial goals and risk tolerance.
The information required on fund switch premium redirection includes the policyholder's or account holder's personal details, current investment allocations, desired changes, and reasons for the redirection.
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