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Change of Investment Choice Form Defined Contribution and Defined Benefit Accumulation Accounts To change your existing investment choice, please complete all sections of this form and return it to

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What is change of investment choice?

The change of investment choice is the process of selecting a different investment option within a retirement account or investment portfolio.

Who is required to file change of investment choice?

Individuals who hold retirement accounts or investment portfolios that offer multiple investment options are required to file a change of investment choice if they wish to switch to a different investment option.

How to fill out change of investment choice?

To fill out a change of investment choice, individuals typically need to complete a form provided by their retirement account or investment portfolio provider. This form usually requires information such as the account holder's name, account number, current investment choice, and the new investment choice.

What is the purpose of change of investment choice?

The purpose of a change of investment choice is to allow individuals to adjust their investment strategies based on their financial goals, risk tolerance, and market conditions.

What information must be reported on change of investment choice?

The information that must be reported on a change of investment choice typically includes the account holder's personal information, current investment choice, new investment choice, and any relevant beneficiary information.

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