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Change my investment options
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Sometimes, trying to find the right form can be tricky. We’ve devised a way to make finding the right form a bit easer.
Simply select an option from Step 1 that sounds like what you want to do, then select an option from Step 2 that best describes your goals. From there, we’ll load the forms most relevant to you.
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Step 3 - Your results
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Complete this form if you want to change your investment choice for your existing Accumulation Plan account balance and/or future contributions.
This form is used for changing your investment choice for your Income Stream account; and/or the order in which your investment option balances are reduced when you receive income stream payments.
Complete this form if you want to change the order in which your income stream payments are deducted from your investment options in your account.
Complete this form if you want to change your investment choice for your Beneficiary Account.
Back to Step 1 |
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