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BOC Retirement Savings Plan (the RS Plan)Change of investment form (after leaving the RS Plan) This form is for notifying BOC Pension Services that you want to change how your past retirement savings

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How to fill out change of investment form

01

Obtain the change of investment form from the relevant investment firm or financial institution.

02

Fill out personal details such as name, address, and contact information.

03

Indicate the current investment details that you wish to change.

04

Provide reasons for the change and any additional information required.

05

Sign and date the form to confirm the changes.

Who needs change of investment form?

01

Investors who want to make changes to their existing investment portfolio.

02

Individuals who have had changes in their financial goals or risk tolerance.

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What is change of investment form?

The change of investment form is a document used to update information regarding an investment portfolio.

Who is required to file change of investment form?

All investors or individuals with investment portfolios are required to file a change of investment form.

How to fill out change of investment form?

The change of investment form can be filled out online or physically by providing updated information on the investment portfolio.

What is the purpose of change of investment form?

The purpose of the change of investment form is to ensure that investors keep their investment portfolios up to date with accurate information.

What information must be reported on change of investment form?

Information such as the name of the investor, contact information, investment account details, and updated investment amounts must be reported on the change of investment form.

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