Get the free Investment Choice form 349 kB PDF - Super SA

Form Supers Income Stream CHANGE OF INVESTMENT CHOICE 1 Please complete all the details on this form in BLOCK LETTERS and return the signed original to Supers. 1. Personal Details Mr Ms Miss 2. Investment

How to fill out investment choice form 349

How to fill out investment choice form 349?

1. Start by carefully reading the instructions provided with the form. Make sure you understand the purpose and requirements of the form before proceeding.
2. Begin by filling out your personal information accurately and legibly. This typically includes your full name, address, contact details, and any other relevant identifying information.
3. Next, move on to the investment section of the form. Here, you will be required to indicate your desired investment choices. Take your time to research and evaluate the available options before making your selection. If you have any doubts or need assistance, consider consulting with a financial advisor.
4. Along with selecting your investment options, you may also need to specify the amount or percentage of your funds you wish to allocate to each choice. Be mindful of any minimum or maximum limits mentioned in the instructions or guidelines.
5. In some cases, the form may require you to provide additional information such as your risk tolerance or investment objectives. Carefully consider these factors and provide accurate responses that align with your financial goals.
6. Once you have completed all the necessary sections of the form, review it carefully for accuracy. Ensure that all the information provided is correct and that you haven't missed any required fields.
7. Sign and date the form in the designated areas. Failure to do so may result in the rejection or delay of your investment choices.

Who needs investment choice form 349?

1. Individuals or entities who are eligible to make investment choices within a specific investment plan may need to fill out form 349. This could include employees participating in an employer-sponsored retirement plan, members of a particular investment fund, or individuals engaging in certain investment programs.
2. Anyone wishing to select or change their investment options within the designated investment plan will likely be required to complete this form. The form acts as a formal declaration of their desired investment preferences.
3. It is advisable to consult the guidelines or instructions provided by the plan administrator or financial institution to determine if form 349 is applicable to your particular situation. These guidelines will outline who needs to complete the form and the specific circumstances under which it is required.

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