Get the free Change of Investment Choice - Intrust Super

Change of Investment Choice Form: SUPER STREAM For assistance & inquiries: pH 1800 000 324 Please send this completed form to: Entrust Super, Locked Bag 5042, Parramatta NSW 2124 Please write in BLOCK

How to fill out change of investment choice

How to Fill out Change of Investment Choice:

1. Obtain the necessary form: First, you need to obtain the specific form for changing your investment choice. This form can usually be found on the website of your investment provider or you can request it from their customer service department.
2. Fill out your personal information: Start by providing your personal details such as your full name, contact information, and any unique identification numbers required by the investment provider.
3. Specify the current investment choice: Indicate the investment choice that you currently have. This can include the type of investment (e.g., stocks, bonds, mutual funds) and the specific fund or portfolio you are currently invested in.
4. Choose the new investment option: Next, select the new investment choice you wish to switch to. This can involve researching different funds or portfolios that align with your financial goals and risk tolerance. Include specific details such as the fund name, ticker symbol, or other relevant identification.
5. Consider any restrictions or limitations: Some investment providers may have certain restrictions or requirements for changing investment choices. Be sure to carefully read and understand any terms or conditions associated with the change. For example, there may be a minimum holding period or a maximum number of changes allowed within a specific time frame.
6. Sign and date the form: Once you have completed all the necessary sections, carefully review the information you have provided. Make sure all the details are accurate and sign and date the form at the designated area. This signature confirms that you authorize the change of investment choice.
7. Submit the form: Finally, submit the completed form as per the instructions provided by your investment provider. This could involve mailing it to a specific address or submitting it electronically through an online portal. Keep a copy of the form for your records.

Who Needs Change of Investment Choice:

1. Investors seeking different risk levels: Individuals who want to adjust their investment risk exposure may consider a change of investment choice. For example, if an investor wants to shift from aggressive growth stocks to more stable bonds, they may need to make a change in their investment choice.
2. Rebalancing investment portfolios: When investors want to rebalance their investment portfolios, they may need to change their investment choice. This involves adjusting the allocation of funds among different assets to align with their desired asset allocation strategy.
3. Change in investment goals or financial situation: A change in personal circumstances, such as a change in financial goals or a significant life event, may necessitate a change in investment choice. For instance, if an individual's investment objective switches from long-term growth to capital preservation, they will likely need to modify their investment choice accordingly.

Remember, it is always important to consult with a financial advisor or professional before making any changes to your investment strategy to ensure that they align with your specific financial goals and risk tolerance.

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What is change of investment choice?

Change of investment choice refers to the process of switching from one investment option to another within a retirement account or investment plan.

Who is required to file change of investment choice?

Individuals who have a retirement account or investment plan that offers different investment options are required to file change of investment choice if they wish to switch their investments.

How to fill out change of investment choice?

To fill out change of investment choice, individuals typically need to complete a form provided by their retirement account or investment plan provider. This form will require information such as account details, current investment choice, new investment choice, and a signature.

What is the purpose of change of investment choice?

The purpose of change of investment choice is to give individuals the option to adjust their investments based on their financial goals, risk tolerance, and market conditions.

What information must be reported on change of investment choice?

The information that must be reported on change of investment choice typically includes account details, current investment choice, new investment choice, reasons for the change, and a signature.