This section contains information that will help you assist participants when they want to:
With the exceptions noted below*, participants may generally make changes as often as desired, but no more than once daily. Participants can make changes to their accounts by:
Participants seeking investment advice can refer to the Advisory Services, powered by Financial Engines™. See Forms, Tools and Resources for more information on the Advisor Service.
*Please take note of the following Fund restrictions:
Your role related to change of investment elections, transfers and account reallocations, as well as the role of the plan participant and the Program, is described in detail.
In the chart below, you will find the steps for processing changes in investment elections, transfers and reallocations. The steps must be completed in sequence.
|Steps to Follow||Plan Participant’s Role||Plan Administrator’s Role||The Program’s Role|
|1. Change investment elections for future contributions or transfer amounts in existing funds, and decide how to complete the transaction: by Internet, by telephone, or in the case of changing investment elections, by the Change of Investment Elections Form,||√|
|Changing Investment Elections/Transfers/Account Reallocations by Internet or the Telephone|
|2. Access the website and follow the directions or call the Customer Service Center||√|
|3. Process request and send confirmation to participant||√|
|Changing Investment Elections (Future Contributions) with Change of Investment Elections Form|
|4. Complete and send Change of Investment Elections Form to the Program||√|
|5. Process Change of Investment Elections Form and send confirmation to participant||√|
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Please read the Program Annual Disclosure Document (April 2018) carefully before investing. This Disclosure Document contains important information about the Program and investment options. Contact us at: firstname.lastname@example.org.
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