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This document provides investment instructions for Pivotal Select contracts, including deposit allocation, fund sources, and other investment options.
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What is investment direction pivotal select?
Investment direction pivotal select is a form used by individual investors to specify how their assets should be allocated in a retirement or investment account.
Who is required to file investment direction pivotal select?
Individuals holding a retirement account, such as an IRA, or those engaged in investment plans that require specified asset direction are typically required to file this form.
How to fill out investment direction pivotal select?
To fill out the investment direction pivotal select form, individuals must provide their personal details, specify the investment allocations they wish to make, and sign the document to confirm their directives.
What is the purpose of investment direction pivotal select?
The purpose of investment direction pivotal select is to ensure that investors have control over their asset allocations and investment decisions within a retirement account.
What information must be reported on investment direction pivotal select?
The information reported on investment direction pivotal select includes the investor's personal identification details, specific investment choices, and the allocation percentages for different assets.
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