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Alexander Forbes Administration Services Member Investment Choice Switch Notification Form (Retirement) Please refer to Important Notes on reverse side Fax this form to Alexander Forbes on 011 263

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What is member investment choice pre-retirement?

Member investment choice pre-retirement refers to the option available to individuals to select specific investment strategies or products for their retirement savings before they actually retire.

Who is required to file member investment choice pre-retirement?

Individuals who participate in a retirement plan that offers investment choice options are typically required to file member investment choice pre-retirement.

How to fill out member investment choice pre-retirement?

To fill out member investment choice pre-retirement, individuals must complete the designated form provided by their retirement plan administrator, indicating their preferred investment options and providing the necessary personal information.

What is the purpose of member investment choice pre-retirement?

The purpose of member investment choice pre-retirement is to allow individuals to actively manage their retirement savings and align their investments with their financial goals and risk tolerance prior to retirement.

What information must be reported on member investment choice pre-retirement?

The information that must be reported includes the individual's name, account number, selected investment options, and any relevant financial information required by the retirement plan.

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