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RSA1 ICE Future 03/15 INVESTMENT OPTION ELECTION FOR FUTURE DEFERRALS RSA1 DEFERRED COMPENSATION PLAN Retirement Systems of Alabama P. O. Box 302150 Montgomery, AL 361302150 3345177000 or 8775170020
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How to fill out investment option election form:

01
Begin by carefully reading the instructions provided with the investment option election form. Make sure you understand the purpose of the form and its requirements.
02
On the form, provide your personal information accurately. This may include your full name, address, contact details, and any other information requested.
03
Next, review the available investment options listed on the form. These options may include stocks, bonds, mutual funds, or other investment vehicles. Take your time to research each option and understand their potential risks and returns.
04
Once you have decided on the investment option(s) that best align with your financial goals and risk tolerance, indicate your selection on the form. This may require you to check a box, write in the name of the investment option, or provide a specific code or symbol associated with the option.
05
If required, include any additional details or instructions as specified on the form. For example, you may need to indicate the percentage of your investment allocation among different options if multiple choices are allowed.
06
Carefully review the completed form to ensure that all information is accurate and complete. Double-check that you have signed and dated the form as required.

Who needs investment option election form:

01
Employees participating in a company-sponsored retirement plan, such as a 401(k) or pension plan, may need to fill out an investment option election form. This form allows them to choose how their contributions will be invested among the available options.
02
Individuals opening or contributing to an individual retirement account (IRA) may also need to complete an investment option election form. This enables them to select the investment options for their IRA funds.
03
Investors who hold accounts with brokerage firms or financial institutions may need to fill out an investment option election form when selecting specific investment options for their portfolio.
Remember, it is always recommended to seek professional financial advice before making any investment decisions to ensure they align with your individual financial circumstances and goals.
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Investment option election is for selecting the specific investment options in a retirement plan.
All participants in the retirement plan are required to file the investment option election form.
Participants can fill out the investment option election form by selecting the desired investment options and providing necessary information.
The purpose of investment option election is to allow participants to choose how their retirement funds are invested.
Participants must report their selected investment options, personal information, and any other required details on the investment option election form.
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