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Change of investment instructions form Columbia Thread needle Savings Plans Please use this form if you hold a CT ISA, CT Lifetime ISA, CT General Investment Account or CT Junior Investment Account

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How to fill out change of investment instructions

01

Obtain the change of investment form from your investment provider.

02

Fill out your personal information including name, account number, and contact information.

03

Specify the current investments you want to change and provide details of the new investments you wish to switch to.

04

Sign and date the form to authorize the changes.

05

Submit the completed form to your investment provider through email, mail, or in person.

Who needs change of investment instructions?

01

Investors who want to modify their current investment holdings based on market conditions or personal financial goals.

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What is change of investment instructions?

Change of investment instructions refers to the process of updating or modifying the investment choices within a specific account or portfolio.

Who is required to file change of investment instructions?

Individuals or entities with investment accounts or portfolios that allow for changes in investment options are required to file change of investment instructions.

How to fill out change of investment instructions?

Change of investment instructions can typically be filled out online, through a mobile app, or by submitting a form provided by the investment company.

What is the purpose of change of investment instructions?

The purpose of change of investment instructions is to allow investors to adjust their investment choices to better align with their financial goals or risk tolerance.

What information must be reported on change of investment instructions?

Investors must report details such as the specific investments being changed, the reason for the changes, and any instructions for future investment actions.

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