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Statement of Investment Selection &
Separate Fee Disclosure for
Strategy PL USTM Program
ACCOUNT / CLIENT INFORMATION
Client Name, First M.I. LastPrimary Account SSN/Tax ID#Client Name, First M.I.
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How to fill out statement of investment selection
How to fill out statement of investment selection
01
Obtain the statement of investment selection form from your financial institution or advisor.
02
Fill in your personal information such as name, address, and account number.
03
Review the investment options available and select the ones that align with your financial goals and risk tolerance.
04
Indicate the percentage or dollar amount you wish to allocate to each investment option.
05
Sign and date the form to confirm your investment selections.
06
Submit the completed form to your financial institution or advisor for processing.
Who needs statement of investment selection?
01
Individuals who have investment accounts such as retirement accounts, brokerage accounts, or college savings plans.
02
Any individual who wants to specify how their investments should be allocated among different options.
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What is statement of investment selection?
The statement of investment selection is a document that outlines the investment options available to participants in a retirement plan.
Who is required to file statement of investment selection?
Employers or plan sponsors are required to file the statement of investment selection.
How to fill out statement of investment selection?
The statement of investment selection can be filled out by providing information about the investment options offered, the associated fees, and any other relevant details.
What is the purpose of statement of investment selection?
The purpose of the statement of investment selection is to provide participants in a retirement plan with information about the investment options available to them.
What information must be reported on statement of investment selection?
The statement of investment selection must include information about the investment options offered, the associated fees, and any other relevant details.
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