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Statement of Investment Selection and Fee Disclosure for Core Retirement Optimization (CRO) ACCOUNT / CLIENT INFORMATIONClient Name, First M.I. LastAccount Subaccount # (if available)Estimated Account

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How to fill out statement of investment selection

01

Obtain the statement of investment selection form from your investment provider or employer.

02

Fill in your personal information such as name, address, social security number, and date of birth.

03

Indicate the investment options you would like to select by specifying the percentage or dollar amount for each option.

04

Review the information to ensure accuracy and completeness.

05

Sign and date the form to certify your selections.

06

Submit the completed form to your investment provider or employer as per their instructions.

Who needs statement of investment selection?

01

Individuals participating in employer-sponsored retirement plans such as 401(k) or 403(b)

02

Individuals with self-directed investment accounts

03

Individuals seeking to specify their investment options within a retirement plan

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What is statement of investment selection?

Statement of investment selection is a document that allows participants in retirement plans to choose how their contributions are invested.

Who is required to file statement of investment selection?

Participants in retirement plans are required to file statement of investment selection.

How to fill out statement of investment selection?

To fill out statement of investment selection, participants need to indicate their investment choices for their contributions.

What is the purpose of statement of investment selection?

The purpose of statement of investment selection is to give participants control over how their retirement savings are invested.

What information must be reported on statement of investment selection?

Participants must report their investment choices and preferences on the statement of investment selection form.

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