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Office use onlyPension plan switching form. July 2022 Complete this form to make an investment switch in your Host plus Pension account. Switching is subject to the conditions outlined in our Pension

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How to fill out investment switching form

01

Obtain the investment switching form from your financial institution or investment company.

02

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

03

Indicate the investments you currently hold that you wish to switch out of.

04

Specify the investments you would like to switch into.

05

Review the form for accuracy and completeness.

06

Sign and date the form.

07

Submit the completed form to your financial institution or investment company.

Who needs investment switching form?

01

Investors who want to change their current investments within their portfolio.

02

Individuals seeking to reallocate their assets to different investment options.

03

Clients who have different risk tolerances or financial goals and want to make adjustments to their investments.

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What is investment switching form?

Investment switching form is a document that allows individuals to transfer their investments from one fund to another within the same financial institution.

Who is required to file investment switching form?

Any individual who wishes to move their investments from one fund to another within the same financial institution is required to file an investment switching form.

How to fill out investment switching form?

To fill out an investment switching form, individuals must provide their personal details, current investment information, details of the new investment fund, and sign the form to authorize the transfer.

What is the purpose of investment switching form?

The purpose of the investment switching form is to facilitate the transfer of investments from one fund to another while ensuring that the process is authorized and documented.

What information must be reported on investment switching form?

The investment switching form typically requires details such as the individual's name, account number, current fund details, new fund details, and signature for authorization.

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