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INVESTMENT CHANGE FORM FOR CLASS, CLASS PLUS, CLASS PLUS 2, CLASS PLUS 2.1, CLASS PLUS 3.0 AND EMPIRE LIFE GIF CONTRACTS Throughout this form, Empire Life means The Empire Life Insurance Company and

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How to fill out investment transfer authorization for

01

Step 1: Obtain the investment transfer authorization form from your financial institution.

02

Step 2: Fill in your personal details, including your name, address, and contact information.

03

Step 3: Provide information about your existing investment account, such as the account number and the current balance.

04

Step 4: Specify the details of the investment transfer, including the recipient's account information and the amount to be transferred.

05

Step 5: Review the completed form for accuracy and completeness.

06

Step 6: Sign and date the authorization form.

07

Step 7: Submit the filled-out form to your financial institution for processing.

Who needs investment transfer authorization for?

01

Investors who wish to transfer their investments from one account to another.

02

Individuals who want to consolidate their investment holdings.

03

Those who have changed financial institutions and need to transfer their investments to the new institution.

04

People who want to change the type of investment account they hold, such as moving from a traditional IRA to a Roth IRA.

05

Anyone who wants to make changes to their investment portfolio or diversify their holdings.

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What is investment transfer authorization for?

Investment transfer authorization is used to formally document the approval for transferring investments from one account to another.

Who is required to file investment transfer authorization for?

Individuals or entities involved in the transfer of investments, such as account holders and financial institutions, are required to file investment transfer authorization.

How to fill out investment transfer authorization for?

To fill out the investment transfer authorization, provide details such as the account numbers, the names of the account holders, the amount or type of investments being transferred, and any required signatures.

What is the purpose of investment transfer authorization for?

The purpose is to ensure that the transfer of investments is executed with the proper consent and documentation, preventing unauthorized transactions.

What information must be reported on investment transfer authorization for?

Required information typically includes account holder names, account numbers, transfer details, type of investments, and signatures from all parties involved.

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