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Member Investment choice form To make your first investment choice or switch an existing choice, please complete all sections of this form and return it to Enterprise Super. The instructions you provide
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How to fill out member investment choice form

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How to fill out member investment choice form:

01
Obtain the member investment choice form from your employer or retirement plan provider.
02
Fill in your personal information such as your name, address, and social security number.
03
Indicate your current employment status, whether you are actively employed, on leave, or retired.
04
Specify the percentage or amount of your contributions that you would like to allocate to various investment options offered by the retirement plan.
05
Review the investment options available and their corresponding risks and potential returns.
06
Consider your investment objectives, time horizon, and risk tolerance when making decisions about allocation.
07
Complete any additional sections of the form that may require your signature or further information.
08
Double-check all information provided for accuracy before submitting the form to your employer or retirement plan provider.

Who needs member investment choice form:

01
Employees participating in a retirement plan offered by their employer.
02
Individuals who have access to a self-directed retirement plan where they can select their investment options.
03
Individuals who want to customize their retirement savings strategy by selecting specific asset classes or funds.
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Member investment choice form is a document where members can choose how their investments are managed within a specific plan.
All members who are participating in the investment plan are required to file the member investment choice form.
Members can fill out the form by indicating their investment preferences, risk tolerance, and other relevant information.
The purpose of the member investment choice form is to give members control over how their investments are managed and to align with their investment goals.
Members must report their investment preferences, risk tolerance, and any other relevant information that will guide their investment choices.
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