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Variable Fund Switch Guide

This guide outlines the process for completing a Variable Fund Switch, including filling out the necessary forms and sending them via email. The fund switch feature will be available on the mobile app in Q3. It also includes instructions for providing fund allocation details and signatures, along with a list of acceptable IDs for verification.

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rolandferol
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10 views5 pages

Variable Fund Switch Guide

This guide outlines the process for completing a Variable Fund Switch, including filling out the necessary forms and sending them via email. The fund switch feature will be available on the mobile app in Q3. It also includes instructions for providing fund allocation details and signatures, along with a list of acceptable IDs for verification.

Uploaded by

rolandferol
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Hi Dear,

This guide will give us ease in completing this


Variable Fund Switch.
From filing up the form to email sending with
requirements.

This fund switch will soon be available in your


mobile app access, tentatively this Q3.

Let me know if you need further assistance.

Sincerely,
JC

IMPORTANT: Please complete all in red fields.

Please provide details

Please provide details Please provide details

✓
Please provide details
Please provide details Please provide details
Tick box

Please provide details

Please provide details

Please provide details or N/A Please provide details or N/A Please provide details Please provide details
PART 2:
In this portion, you are being ask about your existing fund allocation, if you want to switch to other fund.

Tick box, are you gonna transfer full fund or only partial.

Existing/current fund allocation How many % you To what fund you want to How many % of it will be
want to switch transfer transfer in this new fund?

SAMPLE:
My current fund allocation is Equity only, I want to transfer half of it to Growth Plus Fund and Index Fund.

EQUITY FUND 50% GROWTH PLUS FUND 50%


INDEX FUND 50%
PART 2:
In this portion, you are being ask, to what fund you want to invest your future premiums or deposits?
Skip if no changes.

Provide name of fund % allocation

SAMPLE:
I want my succeeding premiums be invested in Growth Plus Fund & Index Fund.

GROWTH PLUS FUND 75%


INDEX FUND 25%
PART 3: SIGNATURE PORTION

Please provide signature Please provide details


Please provide details Please provide details Please provide details

Please provide details Please provide details

IRREVOCABLE BENEFICIARY/IES:
Irrevocable beneficiaries are part owner of the contract, thus, every
changes in the policy, signature and their valid ID’s are required.

Please provide signature Please provide details


Please provide details Please provide details Please provide details
Please provide signature Please provide details
Please provide details Please provide details Please provide details

Please provide details Please provide details


NO NEED to have this notarized, I will sign as witness.

LIST OF ACCEPTABLE VALID ID FOR POLICY OWNER AND


IRREVOCABLE BENEFICIARY/IES

LASTLY, SEND THE COMPLETELY FILLED UP FORM AND


ID’S:

To: [Link]@[Link]

Subject: Fund Switch Request – (your Policy Number) –


(your Complete Name)

Thank you!

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