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HOLLAND LINKED ENDOWMENT SWITCH AND REBALANCE INSTRUCTION FORM 1. Important Information 1.1. 1.2. 1.3. 1.4. Hollard Investments is a division of Holland Life Assurance Company Limited and Holland
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01
Contact your financial institution or investment manager to obtain the necessary switch and rebalance forms.
02
Fill out the forms with accurate and up-to-date information regarding your investment accounts, desired changes, and rebalancing instructions.
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Double-check the completed forms for any errors or omissions before submitting them to your financial institution or investment manager.
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Follow up with your financial institution or investment manager to ensure that the switch and rebalance instructions are processed correctly and in a timely manner.

Who needs switch and rebalance instruction?

01
Individual investors who wish to make changes to their investment allocations within their portfolios.
02
Financial advisors or investment managers who are responsible for managing client portfolios and need to execute switch and rebalance instructions on their behalf.
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Switch and rebalance instruction is a request to move assets from one investment option to another within a retirement account.
Participants in retirement plans are required to file switch and rebalance instruction if they want to make changes to their investment options.
Participants can fill out switch and rebalance instruction forms provided by their retirement plan provider with details of the desired changes.
The purpose of switch and rebalance instruction is to adjust the investment mix within a retirement account to align with the participant's goals and risk tolerance.
Switch and rebalance instruction forms typically require details such as the account holder's information, the current investment options, and the desired changes.
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