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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 change form for

01

Gather the necessary information: You will need to have all the details about the investment that you want to change, such as the current investment provider, account number, and investment type.

02

Obtain the investment change form: Contact your investment provider or visit their website to request the investment change form. It is usually available online or can be obtained by calling their customer service.

03

Fill out the form: Carefully read the instructions provided with the form. Fill in all the required fields, including your personal information, the current investment details, and the desired changes you want to make.

04

Attach any supporting documents: If there are any supporting documents required, such as identification proof or proof of address, make sure to attach them along with the completed form.

05

Review and submit: Double-check all the information you have provided on the form. Make sure it is accurate and complete. Once you are satisfied, submit the form to your investment provider.

06

Follow up: It is advisable to follow up with your investment provider to confirm that they have received the form and to inquire about the status of your request. They may require additional documentation or have specific processes for handling investment change requests.

Who needs investment change form for?

01

The investment change form is needed by individuals who have an existing investment and wish to make changes to it. This form is typically required by investment providers and financial institutions to facilitate modifications in investment plans, transfer funds, change beneficiaries, or make adjustments to investment options. It is important for those who want to manage their investments effectively and make necessary adjustments as per their financial goals and preferences.

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What is investment change form for?

The investment change form is used to report changes in investment ownership, details, or status to ensure accurate updates in financial records.

Who is required to file investment change form for?

Individuals or entities that have made changes to their investment holdings are required to file the investment change form.

How to fill out investment change form for?

To fill out the investment change form, provide your personal and investment details, specify the nature of the changes, and submit it according to the provided instructions.

What is the purpose of investment change form for?

The purpose of the investment change form is to ensure accurate and up-to-date records of investment activities and ownership for compliance and reporting.

What information must be reported on investment change form for?

The form must report investor details, investment type, changes made, date of change, and any other relevant financial information.

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