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Michigan Education Savings Program Annual Rebalance Form Uses this form to rebalance, or transfer, funds among Investment Options within an Account Questions? Call toll-free 1-877-861-MESP (1-877-861-6377),
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How to fill out rebalance or transfer funds
How to Fill Out Rebalance or Transfer Funds:
01
Begin by logging into your investment account or contacting your financial institution.
02
Locate the option for rebalancing or transferring funds within the account management section.
03
Select the account from which you would like to rebalance or transfer funds.
04
Specify the amount or percentage of funds you wish to rebalance or transfer.
05
Choose the destination account or investment option where you want the funds to be moved.
06
Review the details and confirm the transaction.
07
Follow any additional steps or instructions provided by your financial institution to complete the process.
Who needs rebalance or transfer funds?
01
Individuals who have investment portfolios need to rebalance or transfer funds to ensure their asset allocation aligns with their investment goals and risk tolerance.
02
Investors who want to adjust their portfolio allocation due to changes in the market or their financial objectives may consider rebalancing or transferring funds.
03
Those who want to move funds between different investment accounts or financial institutions may also need to rebalance or transfer funds.
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