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Get the free Switch request - Growth Bond (Form NS4050RL)

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Resolution Life Contact Centre 133 731Application for switching investment options Use this form to switch funds between your investment options for the following products: MultiFund Rollover, Super
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How to fill out switch request - growth

01
Start by gathering necessary personal and account information.
02
Log into your account on the relevant platform.
03
Navigate to the 'Switch Request' section in the account settings.
04
Select 'Growth' as the type of switch you are requesting.
05
Fill out the required fields, including your current plan and desired plan details.
06
Provide any supporting documentation if required.
07
Review the information for accuracy before submission.
08
Click the 'Submit' button to send your switch request.

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A switch request - growth refers to a formal process to change the strategy or allocation of investments within a growth-focused investment account or plan.
Individuals or entities managing growth investment accounts that wish to modify their investment allocation are required to file a switch request - growth.
To fill out a switch request - growth, complete the appropriate form provided by the financial institution, ensuring all required details about current investments and desired changes are clearly specified.
The purpose of a switch request - growth is to facilitate the reallocation of investments in order to align with changing financial goals or market conditions.
The information that must be reported includes the current investment details, desired new allocation, account information, and investor's signature.
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